The numbers he’s talking about are Electoral Votes (EVs). It seems to be moving more favorably toward Romney, but it all comes down to EVs.
Obama, or any Dem, starts off with NY/CA/IL, all EV-rich. Until recently it was assumed that PA/WI/MN would also be automatically in Obama’s column. The Republican, on the other hand, generally has the EVs from the South, but it takes a lot of southern and other states to match the base of any Dem’s EVs.
That's been known for years. What numbers is he looking at today that show Obama with a clearer path to getting more EVs than Romney?