It's just taking longer than expected to replace Docker Desktop. But I am seeing a lot of progress on Podman and Rancher and a few others, and some of the larger tech companies are also building in-house replacements. A lot of the people who had to scramble to find a replacement are not happy about it.
In a year or two I think some of the companies that paid for licenses to avoid migrating are going to rethink their license costs, because the free alternatives will be just as good as Docker Desktop. Then we will see whether this revenue increase was sustainable or simply the transient result of holding customers hostage when they had no alternatives but to pay.