The NSA seems to have been forced by events to break that likely mutual-understanding.
Second, what does it mean for a "company" to know something? What if one compartmentalized group of employees know – perhaps ex-military/intelligence people themselves – and believe they are both compelled to comply and to keep the full details from upper management (for everyone's protection)?
Does that count as the "company" knowing? I could see the CEOs saying, as they have, "no", and the NSA saying, as they are here, "yes".