Yes, the best way to find out if a company is doing well is to have their competitor talk about them.
Seriously, that keynote had no information of value when it comes to how well Android is doing, unless of course you consider the fact that Apple felt the need to even mention them, in which case they are likely doing a whole lot better than Apple wants you to think. Notice how they don't ever speak of windows phone or blackberry? Why is that? Because they aren't a threat at all, as they currently stand. Anyone who is able to convince themselves that Android is not doing well is honest delusional.