I think they did extend their wins into a new realm with the iPhone and the iPad. A lot of analysts doomed their effort because nobody had managed to enter the cell phone market with no previous experience.

I don't think Ping is a major product for them, I'm pretty sure that it's more a feature like Genius playlists or iTunes LP. I might be wrong here, but I don't get the feeling that they're trying to enter social networking as a realm. Just like MobileMe still hasn't been Apples big entry into cloud computing, it's just a nice add-on feature.