Lack of full picture is a consequence of the AV companies' given reason of customer confidentiality. Unless they had closed circle of sharing the info and analysis with each other, in which case keeping it all quiet is even more more damning...
Psychologists will tell you that you shouldn't put too much faith in what people tell you about their reasons. Both because people are bad at introspection and/or try to put a spin on things, and because for most things a single reason doesn't even exist. (See also "Why did you buy product X", a question subject to much study).