Sometimes they make something good, but usually they make "just ok".
Because they never had to be good. Their hardware was compelling enough that people just suffered through their software because they had to.
But now they're trying to make money from their software services. They're probably fooled into thinking they are doing a good job because their revenue is so high and their customer base is so large, especially compared to their competitors.
But I think that's a red herring for them. They are still benefiting from their installed hardware base. I doubt they would have even half the customer base they do if they were just selling software (like say on Windows).
If they really want to make software services a key pillar of their business, they need to step up their game. They need to interview customers and listen to their needs. They need to collect analytics on usage and then actually analyze them to improve their products.
I think if they would spend a bit more resources on their software, and give their engineers a bit more leeway to experiment and actually talk to customers, they would be far more successful than they already are.
I think their culture of secrecy is hurting them in the software space, and always has.