Those homepages are a picture of where Red Hat and Suse want their business to go - not where it actually is.
In practice both companies have struggled to diversify into broader “enterprise solutions”. After 20+ years, the vast majority of Red Hat’s revenue still comes from the good old RHEL subscription. Everything else - storage, java, openstack, containers, IDEs - is still far behind. They seem to be betting everything on Kubernetes being the new Linux, but we tend to forget just how huge Linux was in the late 90s... And how huge Red Hat was in the Linux world. This time they’re a medium-sized fish in a medium-sized pond. Kubernetes is cool, but is it cool enough to get Red Hat from $3B to $10B in revenue, with hundreds of vendors pushing their own Kubernetes service? Personally I don’t see it. As a point of comparison, Vmware is nearing $8B and has successfully diversified into storage and networking.
It’s a testament to the incredible momentum of Linux adoption on the server, that even Suse (a distant second in the business of commercial Linux) has survived this long without any meaningful diversification.
Personally I think we’ll see Red Hat getting acquired in the next 5 years, while they can still a good multiple on the “cloud native” hype. If they wait too late, the reality will set in that Openshift revenue can’t grow fast enough to offset a shrinking RHEL business. If they wait too long, they will end up like Suse.