Excellent news. No business or industry can survive long-term without making healthy and repeatable profits.
The LoCos also post profits, but they also post amazing growth figures, too. Their bubble must burst sometime, unless they've a cunning strategy for dealing with maturity and market saturation...
Hopefully, we'll all benefit. The future position for our company should also look more secure, if our biggest customer is making money.
Cheers,
The Odd One