Perhaps Stagecoach's aim of going for tenders outside their 'territory' is a good strategy in the long run as they now run 22, 10/11 & 54 (Eve & Sun) into N. Tyneside.
Maybe in the long run they will extend current services into NT such as the 1,12, 38, 40 etc... with the same mind frame as originally extending the 22 (which has paid off). If they continue to gain tenders they will be the major operator because of the amount of tenders in NT.
I think this has little impact on passengers as well because of the ticket acceptance for the 54.
A tender they should go for when up for renewal would be the 342 as it's mainly in Stagecoach area besides the northern section.
RE: Stagecoach further expansion