I think what's more likely is their stock will drop for a while, this will blow over, and everyone will continue to pay their licence fees as if nothing ever ha

I think what's more likely is their stock will drop for a while, this will blow over, and everyone will continue to pay their licence fees as if nothing ever happened. Don't underestimate the inertia, ineptitude, and resistance to change that permeates the upper echelons of large corps.