Downvote me, my pants are down.
It's easy to argue that overall Redhat are good for future of linux. But I am sorry to say they are suffering because of a potential folly in GPL: It's very easy for a big giant to eat into a niche created by a smart but small innovator whose entire product is open source, whether the smaller guy is a willing partner or not. Redhat's patches and products are well understood by competition and they can easily eat into red hat's accounts. Also, redhat can't easily do direct-to-customer patch delivery because of GPL's terms.
OTOH, even if redhat had money, could they do that to Oracle customers ? Most likely no, because redhat wouldn't have the same level of expertise with the Oracle's software or understand the patches in the same great detail. Most 3rd party service providers depend on a revenue share agreement with the original product vendor to deliver patches. (Eg: if IBM services arm is installing patches on customer's Sun/Oracle box, it's because their agreement with Sun/Oracle covers it).
Lot of Linux distros are simple re-branded redhats. They make money by investing on 3 unbilled engineers worth of money where as redhat has a 300-400 engineer staff which is part of R&D and not billed to any customers.
I think original purpose of GPL - **why I like it**- it that it allowed a customer to tweak the product they bought as per their whims and fancy. Things are a lot different 30 years down the line.