This is NOT GOOD news for your users.
Adobe hasn't done anything "creative" in years (except buy up software company's like Allegorithnmic) and when they move to the "SUBSCRIPTION ONLY" model, you WILL lose many of your users. We know the creators and management of Substance / Allegorithmic don't care ... the bosses just walked away with MILLIONS of dollars. The rest of the peon's are basically screwed.
I, and many others, do not "rent" software. The subscription business model is only good for the SELLER. The USER ends up paying for the same software over and over and over.
You say licensing won't change ... just look at the ADOBE business model. Perpetual Licenses will be gone in 3 months.
It was good using your software ... I have Painter and was, just today, going to purchase Designer ... not now. One sale lost already...
Bye, bye.
THIS is exactly what I'm afraid of, and what most people in the 12 pages of comments are afraid of. The licensing, specifically, Adobe forcing a change to subscription only licensing.
I'm an indie game developer, I'm not a full time artist. I would spend maybe 1 or 2 months in every 4 working on art, the rest is programming, level design, etc.
Using substance painter has massively improved the quality of my (still, relatively basic) art, and I am hugely delighted that I have access to this software, however, as I said, I'm not a full time artist, so paying every month for software that I don't use every single month might not be something I will be able to do.
I will have to wait and see what happens, but if a subscription only licence becomes mandatory, I will have a serious problem.