gman,
I think the may report might be too soon to get any decent numbers on revenues and any idea about traction for their product in terms of actual sales. I would love to be wrong about this though.
Now, if they can give a report about new orders for their products and the potential for shipping actual product as well as deals with retailers, that would be significant but as to actual sales, I am not expecting anything yet. My timeline is for the end of this year to see what kind of traction their products can get.