Ann: Quarterly Operational Update Conference Call, page-26

"Does it mean they feel the need to explain results and thus we should expect progress to not be quite where we expect? "

Mmmm.... that's a very open question me thinks.
I have no doubt my expectations are not as high as yours... or 'we' as you say lol.
No doubt some will be high, as for what ever reason, will think things should be happening within their own time frame.
Personally, I won't be getting too over excited until well into next year...... then beyond.... hopefully.
Good luck with your thinking though.