GameFly post which, if history serves us properly, are typically not speculative. The only thing that may be buzzing in our ear as bee-ing iffy is the release date of October 15.
We've contacted NinjaBee for confirmation, but were told that it couldn't provide us any information at this time. Although we're unaware of what games would be on the disc, NinjaBee's titles include: Outpost Kaloki, A Kingdom for Keflings, Cloning Clyde, Band of Bugs and many more. We're leaving the hive door open if the company wants to give us the buzz.
Update: Officially, the company stated it does not comment on rumor and speculation; we were also told to "watch carefully for an upcoming announcement." But, when explaining the company's philosophy, a representative said, "If we were to do something like that, we would want to pack as much as we can onto a disc ... we'd want to offer a good value there."
[Thanks, Chris S.]