Yes, this. When Mozilla (or any other corporation) demonstrates positive cashflow, the odds of MBAs and other vulture capitalists descending on it increase mass

Yes, this. When Mozilla (or any other corporation) demonstrates positive cashflow, the odds of MBAs and other vulture capitalists descending on it increase massively. And I have never seen customer agreements like this survive a buy-out: the new owners are never constrained by the promises (or even contracts) of the previous company.