The most important part is that this makes Unity more expensive even for mobile developers releasing on both iOS and Android.
Earlier you could upgrade every two years for a total of $1500 making the cost per year $750. That cost is now $125*12 = $1500.
Twice as much for a mobile developer and four times as much for desktop only!
I’m not saying that Unity is expensive or that it is never a better deal than UE4, but such a drastic increase in price will make customers mad. Especially if you try to sell it as an impovement…