At least 90% of the products value is tied to the Linux kernel itself. The majority of which comes from development effort outside Red Hat. (How many customers would stay if IBM hypothetically kept the userland and swapped to an AIX kernel?)
there's a reason people use linux distros over building their own
The low-level integration is just as good in Debian/Ubuntu land too. Hell, Arch does it too pretty well. (There's an announcement list about manual updates, it's worth subscribing to even if you don't use arch[0], because usually the same change will percolate down on the grapevine and next releases of other distros will also change similarly.)
[0] btw, I don't use arch
They also have in-house expertise for most critical Linux subsystems, which could in theory be useful if you are a paying customer.
But at the same time there are many other ways to get really competent support. Of course not for their frankenkernel. But again, were I operating something critical I would likely want to budget for regular updates that support newer HW/firmware/kernel/libc ... but we all know that certifying all that is much more expensive than just occasionally running yum upgrade. ¯\_(ツ)_/¯
As of the most recent analysis that I've been able to find [0] (2018), Red Hat was the #1 most active corporate contributor to the kernel (drivers excluded - Intel and AMD do a lot of support for their own hardware), IBM was #2, and Amazon isn't even on the list.
And while I can't find any statistics on contribution breakdowns for GCC, glibc, Xorg, Mesa, Grub2, and other important pieces of the ecosystem, Red Hat does a lot of maintenance and development work outside of the kernel as well.
* Pipewire (Wim Taymans)
* RADV Mesa Vulkan Driver (David Arlie)
* Firefox Wayland support + hardware acceleration support + GCC compilation validation (Martin Stránský)
* The plurality of GCC and Glibc and (until recently) Xorg maintainers
And so it goes with a lot of other components.
[0] https://lwn.net/Articles/775440/
(I actually found more recent ones after posting this, they look mostly similar although IBM dropped further down the list)
No other publicly traded company I know of ever had a track record like that. I hope that philosophy stays/grows within IBM.
Source : https://redislabs.com/redis-source-available-license