I am in visual (3D) arts since 1994, and using Adobe "software". Adobe has maybe the worst (nearly zero) support of all software packages I know. Adobe "software" does not evolve, they just put as much new stuff in it to tell us that investing in the new updated version makes sense. It is a company for suits and marketing agents, not developers, nerds, art-freaks and all the cool guys doing the fun stuff. The only thing Adobe can is code very stable (not fast) tools. It is the 20th Fox of graphics software, and as a daily user of Photoshop and others for more than 20 years I think I know what I am talking about.
Substance is completely on the other side.. it does so absolutely NOT fit into the Adobe world!
My only hope is: After Autodesk bought Alias we all cried out loud.. but after the quirky Maya 2009 it got better and better. It is nearly impossible that Adobe will have a positive effect on the development of Substance (at its best Adobe just does nothing and let Allegorithmic do what the did the last 15 years).
Btw: I own Adobe full subscription for 27,- a month (Black Friday Sale), and Maya LT for 13,- / month (Black Friday once again), so the argument "toooo expensive" does not count. In the early days a single Maya licence was about 20.000,- and Photoshop 2000,-