Pretty much that - those companies rely on open projects to sort it for them, so they’re pretty much scraping open databases, and selling good data they pull from there. That’s why they were complaining about the kernel stuff - the info required was there already, just you needed to put effort in, so they were asking for CVEs. Now they got their CVEs - but to profit from it they’d still need to put the same effort in as they’d had to without CVEs in place.