I wonder what this will do to negotiated rates, will the Spotify's of the world succeed in arguing that they're paying ~20% more for the music, so the base nego

I wonder what this will do to negotiated rates, will the Spotify's of the world succeed in arguing that they're paying ~20% more for the music, so the base negotiated rate should go down to compensate for this, or will labels manage to hold the current prices? I.e. whose pocket will this actually come out of in the long run.