Ann: ASR surpasses $10m and major agreement signed with N3, page-4

If I've read this correctly:
- N3 signs up for Livetiles with a monthly subscription revenue of USD225k pm (hence the rapid increase in Annualised Subscription revenue)
- N3 takes on design, deployment, sales globally for USD800k pm

Great on the top line basis, but does the USD800k pm cost increase result in any reduction of Livetiles staffing & costs? If not, that is a net USD7m PBT impact.