They own the enterprise market for phone and tablet, despite being one of the most obnoxious vendors to deal with. Big enterprises that found that unacceptable (like NYPD, who went all in with Microsoft), came crawling back.

They own the universe of mobile users who actually spend money on mobile.

I think they’ve established that they can virtually print money without the intrusive and risky data gathering that their competitors engage in. Fundamentally, they operate an honest business — you give them cash, they give you stuff.