It all lining up perfectly with their quarterly earnings call does seem like a bit of a strange coincidence at the very least.

These are also not actually new developments, but years old. So they could have easily been stockpiled ahead of time, ready to deploy when opportune. Or maybe that's just standard when you're high profile enough? It's like accumulating and strategically burning 0 days. Or trading them for that matter.

Or at least the original report was like this. These newer ones are perfectly well explained by opportunism imo, if one is to believe that the anonymous sources really are company internal.