It's not comparable, as the source code is mostly not theirs.
As a paying customer you receive access the sources, as you're supposed to - but under contractual terms that you can't share them.
Take the GPL as the most famous example. Providing me GPL'd sources that I'm not allowed to redistribute under the same terms definitely feels like it's against the spirit of the agreement. I'm too warm-blooded to argue whether it's under the letter.
I think I'll stick with my position that it's not within the spirit of the licence. (But I'd agree that this change has no impact on this.)
"Each time you redistribute the Program (or any work based on the Program), the recipient automatically receives a license from the original licensor to copy, distribute or modify the Program subject to these terms and conditions. You may not impose any further restrictions on the recipients' exercise of the rights granted herein."[1]
So if they forbid sharing, they can't distribute Linux themselves.