I would say that their business goals have just changed over time, they went from being a company that spits out games, to a company that spits out money. While the end results have changed there is still underlying software that powers all of these things. Look at the in game cosmetics economy that has sprung up around dota2 and cs:go. If anything this is the definition of being Agile.

"Spits out money" isn't a business strategy. They've simply found distribution to be more profitable than production.

Forgive me, but I'm not making a stance. I'm just pointing out this is generally Valve's game-plan.