A scenario where a new 'top dog' enters and proposes the solution to all problems™: let's measure our conversions, optimize this and that and make more sales. By the way, all this time you're developing open source you're not helping the company so let's stop that, it costs us developer time and money.
It's not unfeasible.
It would be a scenario that could explain both portfolio degradation and community leave, and not too uncommon. Of course, it could be unrelated and this is just speculation.