Some mix of wrong and right, the exact proportions of which I’ll leave as an exercise to the reader.

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10 points

RedHat needs to be profitable, and it’s getting harder and harder for them. RHEL is not their main product anymore. Everything is about Openshift and it’s Ecosystem. But Openshift is expensive.

Additionally are the European sub divions not happy how the last round of layoffs went.

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2 points

RHEL is not their main product anymore.

RedHat losing the plot is their own mistake to correct. I’ve been telling my OS TAM as much for a decade.

Everything is about Openshift and [its] Ecosystem. But Openshift is expensive.

And oVirt competes well.

But when your entire business is based around massively hyped bags stapled to the side of a badly-managed central product you don’t mention or promote, what’s the expectation?

RedHat was solid for the very thing that made centos a popular option. But then it had to have more; more, more more.

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