I agree it certainly confuses the mission. I think the Pi-zero was a mistake for them and as a result they lose money on every one they sell (hence they really try to limit selling them individually, and "package" them with things they can raise the price of to maintain a net positive margin).

The compute modules are yet again another poke at the "hey we're a education charity, oh wait we're selling to industry." It is always amusing to me how companies discover markets that they didn't believe existed actually do exist, kind of.