This. Until these agreements see usage, it's all designed to...

1) By creating a new thread, you are simply adding to the noise in here and splitting the conversation. These same points were made in the other thread.

1A) Every MSA has the same kind of nice feelgood quotes. It is a part of doing business in the world. I know, mainly as I have had similar quotes attributed to myself in my own job that I never said. It's written by Marketing and get asked 'you are okay with this, right?'
Exactly the same as the announcements of people leaving a business, it all looks amicable or 'pursuing other opportunities' however you know they were fired. While this is a saving face opportunity, these MSA announcements are a 'creating face' opportunity and as it will pump the SP, every company goes for them.

2) It's not just an execution risk with Yum! and Heineken. It's across every single deal that GSW has ever signed. They have shown complete disregard for all shareholders in their behaviour in communications and market announcements, and have been oddly opaque since the house of cards fell down. They have put the scaffolding up and hidden everything from view, only to now go down the similar path as before, and not following up with further sales data - we can only rely on the 4C.

3) The 4C will probably not show much from these recent announcements, that is correct. They might have a very small impact - most of the time these deals will not be announced until after integrations are in place, tested and goes live. What it will show is continued growth in usage and revenue from existing customers which for the moment is far more important. While the opportunities might be massive, if the current customers are dropping off the system then that is today's revenue. It won't matter about tomorrow's revenue. There has been plenty of growing usage from existing customers, US and RoW seem to be seeing increasing use of the product but it is super critical that continues. It's really here at home which is lagging, and probably due to the name and unfavourable opinions due to all the issues with the company in all honesty.

This. Until these agreements see usage, it's all designed to drive the SP up. This is a company with a 55x P/S ratio and a negative P/E.

Until the earnings grow, no sane investor is going to pump money into GSW unless they have additional information. The only thing that might be driving Fischer et al is the US-based revenue growth in the last 4E which was impressive for the year. The only issue is we are not certain what or who is driving that - could be Amazon, NA Williams, Yum! Global signed in 2017 (opposed to the more recent Middle East agreement), or the raft of individual partnerships that were signed in mid-2017 starting to bear fruit. Could also be the platform integrations like Toast, or possibly via the various product/software integrations like with SHOP?

Nobody knows.