In money terms, they’re not RedHat, but in practice, Ubuntu comes close. Same development model. Take some open source software, ram as many custom changes into it as you can, then ship it. Throw as many developers as you can afford at moving as fast as possible so nobody can catch up.
The service wasn’t a differentiator because nobody really uses it, which meant the product was. Contrast with github, say. github doesn’t need to pound out new git releases every two weeks to keep people locked into their service.