You know, there seems to have been a time in my life time when people said they were going to deliver something by a specific time, etc... they were actually expected to do so, whether they said "I promise" or not, whether they signed a contract, or not.
Personally I like to hold people to a high standard. I like to expect a high standard to be met and given. I guess I am too old fashioned.
So, yes, I consider it a promise. One that better be delivered, or I will cancel, and keep it cancelled. Its not critical to have for gaming goodness, its just nice bonus material. So if the promises are not kept and the service sucks, I can definitely do without. I'll put the money towards a good Paizo or Goodman module/product instead.