I would have thought that the introduction of a NE director in...

I would have thought that the introduction of a NE director in the US would have been a strong indicator of 'scale on the ground'.
I also would have thought that 6 weeks is a pretty short period of time to be judging a management shakeup - especially since there is no real driver for US revenue without the paywall, and considering that most companies have a minimum 30 day payment cycle that a large number of orders may have been placed in the last 4 weeks, without being able to be reported because it has not hit NEA books yet.
The 4000 seats was just a post on this site, who knows if it was real? And even if it was, the situation above may apply.
I think you're being a little harsh, CB London. Give 'em a little time with a paywall, and look forward to the quarterly guidance. I think that will tell us all more.