The Linux distro's actually serve multiple 'customer' segments. On the client side there are at least two customers (at a minimum), one is end-users, the other is the OEM's who pay for Linux to be preloaded. The traditional OEM's need a solution to the PC market shrinking while the devices market has eaten their lunch.
It's true you have to determine the difference between a short-term 'trend' and a long-term shift. I'm sure you don't think that the mobile market is a short-term 'trend'.