I think the generous interpretation is that the US Security companies simply don't get as much collected data in the areas being targeted by the US intel agencies. I don't have any real data to back it up, but I would assume Kaspersky has a much higher install rate in Russia than, say, Symantec. I wouldn't be surprised if the same is true for much of the middle east, too.

Its especially interesting that the mere assumption that the US security companies are covering for the intel agencies is going to make it look more like they are. If Kaspersky is on 90% of the computers targeted by the NSA/CIA, they're going to be much more likely to get the data necessary for this kind of analysis, which reinforces the thought that the US companies might be covering it up.