Yes, that, and also another factor (although still a relatively small slice of the market) is the people who buy machines with OEM bundled Windows and then just

Yes, that, and also another factor (although still a relatively small slice of the market) is the people who buy machines with OEM bundled Windows and then just install some form of Linux on it to use instead. Those people aren't going to be consuming any Windows "apps" either, but they would be counted in Microsoft's total. Basically, it's an empty boast intended to obscure the fact that Windows is losing market share incredibly fast.