Earlier quoted context omitted.
They're admitting that the Linux that enterprise people want is RHEL (or RHEL-based) and not SLES. Also, if CIQ follows them and SUSE bases this on CentOS Stream (at least for RHEL9; CentOS Stream 8 is admittedly a bit messy), this is exactly what Red Hat was hoping to achieve.
The US market is primarily RHEL. Historically the EU market and SAP shops were SLES. I admit I’m far enough removed today that I’m not sure if that still holds true.
RHEL is increasingly seen as threatening its own place in the market, and enterprises want to be sure their multi million dollar investments will be stable over the long term. Paying SuSE for support makes sense if you believe they will support you better over the long term than RHEL will. Time will tell who provides more value, but SuSE does appear to be out-IBMing IBM.