Interesting to say the first batch has been fulfilled, when people don't even have a tracking code yet, let alone have the phones in their hands. A fulfilled order generally means the complete order process has been completed, from order to receiving.
I also doubt the second batch would be delivered before December. Just look at the time it took the first batch to get to the point we're at now, and add that to when the second batch should ship. You'll end up somewhere in early December. And that's assuming the second batch will ship this week, which could easily slip as well.

But it's informal, and doesn't represent what PR has to say, so none of it matters, right?