Speculation is completely allowed.
In that case, here goes nothing.
Okay, well, we've all seen the Werewolf perk tree, and on the left tier there is a perk called "Totem of Ice Brothers"
In multiple E3 videos, Todd Howard mentioned that the Dawnguard could make use of armored trolls, though he didn't go into detail.
By now, I'm sure many of you have heard the Werebear rumors and speculation that the Dawnguard are Lycans.
Well, maybe this perk allows Werewolves to summon armored Frost Trolls, which would not only fulfill the promise that the Dawnguard could ally themselves with armored trolls, but it would also confirm that the Dawnguard are Lycans, because it is a Werewolf specific perk.
Looking at what I've just typed, I can see multiple flaws in this logic, but it was worth a shot.