Yes, it is pure speculation. The Icon was only delayed if you buy the position that rumor mill knows release dates. As it stands, the phone was released when VZW said it would be released. Suggesting you are putting two and two together also assumes you have an operational knowledge of VZW decision making. Sorry, unless you work for VZW, you don't have that baseline information. People can speculate all they wish but you are speculating on the basis of assumptions tied to unsubstantiated rumors put forth by people who like to see their name in print.
Some speculation is speculation, of course, but I don't think it is all unfounded, especially after the fact. If you take a look at the timeline, you will realize that some of what seemed like speculation at the time was from credible sources that had some non-public information and expected that what they "knew" was correct.
Let me explain what I mean. You, Stephen_az, may not have been awaiting this phone for as long as I was, but I was off contract last fall - and seriously disappointed that Verizon was shut out of the 1520, which I would have ordered on Day 1. As a result, I was following every available scrap of information (and misinformation) on coming Verizon WPs. For several months, there were rumored release dates that came and went, some of which were by WPCentral's own Daniel Rubino.
Again, Rubino's information could have been unsubstantiated rumors, as far as that went, except that once the phone was officially announced, Rubino's review of the phone (
Nokia Lumia Icon Review | Windows Phone Central) indicated that he had "had the device for weeks now," which would certainly indicate mid-late January.
Rubino would be the one to say if he had the phone in his possession when he published some of those "leaks," but based on the timeline he clearly had the phone on Februrary 7th when he made a series of posts in the forums (Who is Still Buying The Icon?) responding to the discussion of the delayed release. Here's a comment Rubino made that as I read it attributes a delay to Verizon:
Nokia didn't want the 929 to come out this late. Microsoft did not either. This is all on Verizon, for whatever reason. Yes, we can list the 10 reasons why this is bad for Windows Phone, but it's moot. We all know that. But it's out of Nokia's hands as they have to go by what Verizon wants.
Daniel Rubino himself could tell us if I am reading too much into this, but I think there's more than idle speculation here. Rubino had the phone in his hands, meaning he had advance access. His belief when he wrote this post? Nokia wanted it out. Microsoft wanted it out. Verizon was holding it up for an unknown reason.
Given the alternatives - that Verizon held up the release of the phone due to a technical issue, or due to a conspiracy of some sort (for example, to delay the release to the S5 announcement, which I have read in these forums), I think technical reasons is more credible. So yes, this part of my post is speculation, but from the day the phone was released the lack of a key, expected feature (sure, you could say that no one ever announced that Glance support was included with this phone, but the threads full of seasoned WP users appalled at the lack of Glance would indicate expectations were otherwise) was explained as a technical issue ("certain hardware limitations") and that future support was not initially ruled out.
So I believe it's not a huge leap to see that either: (i) Verizon was not happy with something about Glance in the testing process, and Nokia was unable to correct it so eventually the phone was released without Glance support; or (ii) Nokia knew they made a technology compromise that ultimately wouldn't support Glance, and they planned to release the phone without it, but Verizon wanted the feature and the delay was to give Nokia more time to make it work.
Either way, the result is the same - no Glance. As a WP newbie (got my Icon on release day), I immediately got frustrated with the lack of notifications, and I can see how Glance could have made a difference. It's a feature gap for a flagship device, and the more I think about it the most likely answer is that we will never see Glance on this phone.
Hopefully WP 8.1 will provide alternatives to Glance, but given that Verizon was the source of the delay and also has the least to lose if the feature isn't on the phone, I believe that they found what they considered to be a big issue (screen damage/burn?) in testing, and despite delaying the release Nokia could not correct it so Verizon ordered the feature removed. The last bit is my opinion, and you can take it for what its worth, but it is the most plausible explanation I have come up with that fits all of the facts.
Daniel Rubino, have you followed this story any further? Should we still hold out hope that we will see Glance on the Icon? Now that the launch is in the rear-view mirror, can you tell us what really happened?