They will be successful as not one is doing cross track in the US, I'm just trying to be glass half full not glass overflowing. That way if something doesn't work out I'll be less disappointed.
The US isn't the only area they could make tracks in the near term. Given the product was developed with input from MTM, that relationship should give them an 'in' to promote it to MTR in HK for use in the non-HK networks like Beijing, Shanghai and Stockholm.