Comment by Scramblejams

A public company with veteran leadership does not upend their revenue model without first playing out, in great detail, how it will impact all of their largest users. The segment you mention may not have popped into your mind, but it's certainly been on theirs. This was intentional.

What category of game has "a huge user base and a very low price per purchase?" Mobile free-to-play, that's what. How are those games monetized? Frequently with ads. And it's been noted elsewhere that if you use Unity's ad network, you will get a 100% discount on your per-install fees.

They knew exactly what they were doing. They merged with an ad company -- they are now an ad company. Their strategy is to make F2P games untenable on Unity if you're not getting advertisements from them.