I think these sister comments are missing the point that contracts in general lead to consequences - that's what OP means by 'the only thing that matters are contracts', as in you can't trust their promise unless they actually sign a contract that says they won't do <x>. This has nothing to do with the EULA.
Once again even that doesn't mean anything. Companies will absolutely weight the benefit of breaking a contract against not breaking it. If the company decides it is worth it, they will.
