I honestly don't know enough to comment at length, but the whole situation sounds like garbage and anti-competitive with legal wrangling to retroactively destroy people who in good faith stuck to what was legally on offer.
The baffling part is I can't find any evidence that there was a financial incentive. By all metrics, business is booming.
There was, however, a change in leadership, which stinks like a killjoy getting a corner office.