You're right in choosing to temper enthusiasm, and then maybe get 'pleasantly surprised'.
We have to keep in mind that the upcoming Q will shows us sales, but only up through 3-31, so nothing sold so far this month will show. It COULD, however, be mentioned as all important guidance going forward to know what we might expect.
IMO, the real fireworks will be the second qtr. should they get a retail deal done soon enough.
But all in all, they are showing steady progress and doing a great job.