This could just be a consequence of maturity. If your revenue stream doesn't depend on new products then you're free to review the relevance of shipping such a thing as a "new product" and how often you're going to do it.
Once upon a time Linux (the kernel) would improve so much in a short time that it was worth running "unstable" versions (I recall a period in which everyone I knew ran 1.3.48 or so) just because they were so much better than the stale versions that were "stable". That's not been true for some time.
For a company that's selling software as if it was turnips, maturity is a problem. For a sensible Linux company that is selling something actually valuable (like, support or customisation) a mature Linux is good news because it's a strong foundation on which to build.
One thing that does keep moving is driver support. For devices that (unaccountably) don't have class drivers such as network cards, DVB dongles and arguably graphics cards, two years is too long. So if Canonical is serious about this they will have to offer newer kernels (or backported drivers) for those devices. Or we could bash some heads together and get class compliance from these two groups of devices on the agenda.