My guess is NITE filled orders with markers (IOU's) rather than shares since it seems "doubtful" shares could be in their inventory, or even available elsewhere.
It seems to me the Charter deal might be very significant to Telvue from a revenue perspective. It could even mean a significant increase will be reported in Q3 revenues and beyond but I don't know enough about it to judge it objectively. Given Charter's size the potential for Telvue could be enormous.