Yes, exactly. Google and Microsoft have huge anti-competitive advantages that they have been able to use to target casual users. As long as that continues Firefox will be facing an uphill battle to get casual downloads, but neither of those large companies care at all about power users. That gives Mozilla a big opening to get a niche of users that will heavily evangelize their browser and install it on friend and family devices.

Unfortunately Mozilla's leadership does not see it that way and have steadily pissed off a huge number of former fans, without making inroads with any other groups.

They are in a tough position regardless, but combining that with terrible product and organization management has gotten them into the state they're in now.