my guess is expedia. They already have an agreement, have been in Beta test and it was announced that end of 2014 beginning of 2015 is rollout time.
Expedia is the 4th most visited travel website with 25 million unique hits per month. AWAY said they were focused on marketing as the software spend will decrease as its been largely developed. So if we connect the dots that the expedia connection is happening then we would expect some large expedia traffic onto the 1 million homeaway websites.
Maybe they are holding the expedia release as a surprise to squeeze some short sellers....lets hope so.