So much speculation here. These phones are meant to compete with Samsung, HTC and others. Windows 10 brings in a lot of new features and improvements with new hardware that matches their competitors. I don't think microsoft expects to sell 10s of millions but saying these are nothing more than hobbyist items and saying they are not meant to compete is not only false but shortsighted in my opinion.
These aren't the 1020 which was a. Enthusiast item. These are amazing flagships.
No Micah. These phones really aren't and never were meant to compete with the likes of Apple and Android OEMs. They are not intended to convert Android and/or iOS users into WP users at all. In fact, MS' entire WM portfolio is being setup in a way so as to avoid stepping on "competitors" toes, should Samsung, HTC or anyone else ever decide to enter the WM market themselves. You've completely misunderstood the strategy here. It's not about competing. If anything, it's about cooperating. Unfortunately, as of yet, few companies feel that cooperating with MS to supply consumers with WM hardware is a worthwhile endeavor, so MS will go it alone (for now).
If these phones were meant to compete with Samsung and HTC, then it's safe to assume they have already failed (looking at the reviews suggest these devices have zero chance of succeeding in that way). What these devices can do is keep us (the existing WM fan base) happy. That is something they can succeed at, and I think they are doing quite well in that department. That's all MS ever intended these devices to achieve.
Sure, the 950/XL can and will pick up the occasional courageous OS explorer here and there, and even convert a few, but not enough to move the needle. With your unrealistic competitive expectations, which are also just speculation, you're just setting these devices up to fail, even in the eyes of WM users.
Take them for what they are. Don't mistake them for legitimate Android/iOS competitors. That doesn't mean those people who have already decided WP/WM is their favorite platform can't enjoy them.