Intranet in a box definitely has helped quite a bit in both reason for and visually why companies invest in additional products on top of SPO. Feature sets are becoming the differentiator, coupled with micro services.
Microsofts “Companion Apps” are an interesting space to play in. With more features that they add, more positioning is required in how to use these tools.
The Intranet is morphing and companies and consultants are struggling to properly articulate the “what” of O365.