Oh, I think the percentage bit is significant. It shouldn't be news that they've acknowledged reality; but it's remarkable that their responses is so meaningless.
It makes me wonder whether this is just marketing BS or whether they're really that incoherent about strategy.
Many proprietary software companies have prospered in an era of open source acceptance -- even when very good free software alternatives for their products exists (Microsoft, Oracle). But although we don't tend to think of them that way, they tend to be value-priced. You get a lot of (not necessarily great) software engineering for your $199 Windows license fee.
But the play this game you need scale to amortize development costs over many users. If you have more of a niche product competing against a solid open source competitor is going to be really, really hard. As in SAS charges almost $9000 for a single seat license, and that's good for only a year; thereafter you'll have to fork over thousands of dollars every year. That kind of cash pays for a lot of R training.