So they rolled back the most abusive aspects of the new fees but are still going forward with some fees... Seems like they win on the end. Looks to me like the good old strategy of we'll start with a very high proposal then come back with a more watered down version thst people will accept as being more reasonnable than the initial terms. But they still get to charge more and seem reasonnable doing so.
The engine is such a central part of a game company's stack. On one hand that makes it harder to just up and switch, so there is some lock-in there, but on the other hand, if developers don't regard Unity as a reliable partner, they are going to be taking a hard look around at alternatives.
I think the real problem with this pricing move is that it made a lot of Unity users think "hey, we can't trust Unity not to screw us over." That is something that is hard to take back.