I suspect that this is spot on but only one issue they're covering. The other is regular none IT corporate users (home types) are still the testers. Make them download all the crap and see what breaks before upsetting the corporates.
Second thought.. probably more like they'll want to upgrade all of us who haven't gone to Win10 on of these days in the future and they don't want us to not upgrade. For some value of "upgrade" that is.