I see it more as acqui-hire. SUSE was missing some savvy technologist in the VP Level.. Sheng_Liang[1] balances it back. Beside him all upper management are ex-SAP with boring strategy, no innovation..
Acquihire usually indicates the company failed to make a sustainable business and you are just buying the talent. I can say that is not the case here. Rancher's business was/is phenomenal on all counts. But regardless I look forward to working with you in the future.
that's right, Rancher's business was/is phenomenal, but not extreme necessary for SUSE. In another hand skilled people like you all are what will help SUSE in the long term!
Disclosure: I work for SUSE
[1] https://en.wikipedia.org/wiki/Sheng_Liang