Cyanogen Inc.'s business model is to license an improved version of Android to phone manufactures who want something better than what their competitors have; large manufactures do a bunch of customizations themselves (MotoBlur, TouchWiz, HTC Sense), but smaller manufactures are often left with "what you get from Android". However, to get the Play Store, as well as other first-part Google apps, a device has to pass Google's strict compliance tests. This is thereby Cyanogen's first customer, and a demonstration that their model is not fundamentally flawed (Google didn't deny the phone during certification testing did to some weird changes CyanogenMod has accumulated over the years, and a manufacturer wanted their product enough to get all the way through that process). If you were trying to value the company, I'd say a lot of the risks of their business model just got removed: they should be worth a ton more today than they were yesterday.