I think the Vizio lawsuit will set a more narrow precedent than the SFC wants. The tentative ruling the judge in that case made in December (not binding, but represents the judge's current understanding of the case going into the trial) is that Vizio has a contractual obligation to provide the GPL source code for the TV the SFC bought because the TV has an offer to provide source code upon request buried in one of the menus. The tentative ruling doesn't cover what happens if a company doesn't offer to provide source code. In the future, a company that uses GPL code without a source code offer could argue that third-party GPL beneficiaries have no grounds to sue because there's no contract being violated, and this would take another lawsuit to resolve.