This to me looks to destabilise the network, as although these services are tenders, you wouldn’t know it, as many of the services are key parts of First’s network. So you’ll basically have two operators everywhere.
So it’ll be the end of the network day tickets covering anything a visitor is likely to come across, the timetable book, the maps and all the network branding.
It looks like pretty much anything that First use a E200MMC or Solo on is tendered, as are the Lizards, so I expect they will leave the county. I bet First wish they’d never bothered bringing them in.