The only thing I would add, is that if there will not be any NR until January, or the information is presented at the next CC and there is no NR, then I think it was a bad idea to state that we should expect "more proof points" before the "granular update" at the beginning of next year. This does set up expectations for something (proof points). It may have been better not to mention that at all, or maybe we will see something this month. Just my opinion. It is what it is.
Good luck!!