Funny to see you explaining to me what is in my area of expertise as I help companies to transform to agile ;-)
Are they improving ?
Actually, I'm sure they are not. They are adopting their business model bit by bit to be more profitable as they can't keep players, they are removing RCE so the market income is now part of their income, they don't have the capacity to fix the most important things, they don't have the capacity to deliver promised upgrades, they never keep commitments with regards to deadlines. Agile is not an excuse to deliver later, nor to break promises. Agreed they don't have to deliver the full blown solution and features can be added bit by bit, but in the end they have to deliver.
So no, I disagree with you ... I've been around here 11 years and the progress is making me cry ... up to a point I don't believe any longer in the concept they promote.
Fixed Time -> Nope, they don't deliver the product as
Fixed Budget -> No idea
Variabale Scope -> Definitively
No compromise on quality -> Very low quality
Agile does not equal "the best we can do", along with 47 other myths on that matter which people abuse to explain the beauty of this way of working.
Atami