Sure, only selling things makes revenue directly. However, policies abridging freedom help both companies scale--by attempting to lock users into their platforms and making it difficult or impossible to not buy their software when getting a new computer, both companies get more people to spend more money.
I think what his message is meant to be taken in the "Free Software" sense. You know, proprietary anything is evil, all software should be free, hippies rule the new utopia and all that. I won't speak for Microsoft as I'm not sure how they do it but what you mentioned with Apple and iTunes is pretty much it right there. What people who repeat this message forget is that this "lock-in" is not bad or evil to many people. Sure, the hackers want to install their own apps and use alternative app stores and all that in which case I'd say find another (or create another) platform. My mother and the vast majority of consumers want to tap their screens a couple of times and get a cool app. It's not lock-in to them. To them it's easy and convenient. Technology is for everyone, not just those l33t enough to hack.
Umm, actually I think they make their money buy selling products. Consumers are rarely (ever?) driven by a "restrict my freedom" motive...