The Verizon news was announced last week. Scott's source specifically said there were "conference calls" going on late yesterday pertaining to whatever the new tidbit is, so anything that was released last week or over the weekend obviously isn't it. Indeed, if it's something involving another company, there could be all sorts of things holding up finalization or announcements... and if it ultimately falls through, we may never know what might have been.
But we can be sure it isn't something that was already announced prior to yesterday, e.g. Verizon or the recent organizational restructuring.