My guess is that overall their spreadsheeting makes this even out based on how customers have been paying.
The fringe bits (loss of permanence, ability to install a home copy) will disproportionately hurt solo/small business folks and hobbyists. The very people that have been their champion getting their software into enterprise dev teams.
I don't understand why they don't go to the rental model with optional one-time permanent license add-on.
So like hypothetically 100$/year rental and a 100$ supplement for permanent license. Basically option into the current deal. They can even make the sum total greater then it used to be. Like 120$/year rental + 100$ permanent license supplement.
Starting from zero the prices are the same or higher. The worst offender, Webstorm, from 49€ first year and 29€ next years to 99€/year from the start
PyCharm is 40€/year more expensive from the second year