The figures have been published. There's a summary here or a detailed analysis here. Unless you're a glutton for statistics, it takes some ploughing through, but one significant point is that only 18 out of 40 contracts achieved their minimum performance targets, and the performance for ESA claimants is terrible. I'll wait for someone else to analyse these figures properly and extract the meat, but it's much as we expected - not very good.
As several readers have already pointed out, A4e is one of the companies being penalised for poor performance, as the BBC reports. But all that happens is that they see a small cut in the number of referrals in three areas.