They're talking about Google here but this is more of a claim against Microsoft's territory. It looks like a play to replace Active Directory and Exchange Server with device-integrated cloud services.
private cloud services. buy the big iron from IBM, everybody's phones sync to private app stores and private backup systems. Seems like a pretty swell idea, especially when you have legal security obligations like HIPAA or whatever.
Wrong. The future is mobile. This is a play against Knox/Samsung.
It should be noted that Knox is being baked into AOSP, so it's presumably in Google's hands now.