I also expect an NA update to come through shortly. The US market is absolutely mind-blowingly massive and, if they can execute, absolutely warrants the $4 SP.
Even if NA ONLY has integration with ONLY Autozone (of all NA's customer base) to customer workshop (excluding stock runs to store fronts), this is still a huge market and will lead to exponential growth. Although in my opinion, AZ would benefit greatly from GSW if integrated across both customer workshops and store fronts.
I agree with all of you that the anns have been vague and alot of the information on hc has required both knowledge of the inner workings of the industry AND additional research into customers signed (eg NA). Some of us have done our due diligence and see the potential both of the product, the current nature of the market and of the customers signed.