Think of a traveling sales rep who is on the road and needs access to a product catalog and pricing information to take sales orders. HTML5 doesn't quite cut it in such a scenario.
Ward Bell talks about it briefly here: http://www.viddler.com/v/94a02c0f
There are a few google talks about it on youtube too if you look. It's great for enterprise.
This is in fact one of the most common reasons for companies to look for native apps.
i.e. [citation needed]
Also, the reasons people make native mobile apps rather than hybrid apps (which run inside a mobile web-player component) are speed and reliability. Famously, Facebook switched from HTML5 to native for their iOS app:
https://www.facebook.com/notes/facebook-engineering/under-th...
http://blogs.telerik.com/appbuilder/posts/13-11-21/what-exac...