New post-Canva acquisition Affinity

I would add that I've owned licenses to the Affinity apps since they were first launched, but I've rarely used them, except for testing. My early impression was that the interface (with its "personas" for different tasks) was unnecessarily different. I think they thought it was a UI advance, but I just found it weird. They seem to have substituted "studios" for personas in the new all-in-one version.

A big part of the reason I haven't abandoned Adobe is familiarity and nearly 40 years of documents created in Adobe apps, which is a pretty significant reason to stay put. Not to mention the fact that I still need to test my fonts in Adobe apps, given that it's a such a widespread standard.

The most likely users to make the move are newer Adobe users who are less committed. So I could see Affinity cutting into Adobe's user growth if not so much its existing base.

A lot of type foundries have distribution agreements with Adobe for their fonts to be included in the Adobe Fonts library. When a user buys an Adobe Creative Cloud subscription, access to the Adobe Fonts library is included. The foundries are paid based on font activations of their fonts by CC users. 

Adobe doesn't sell access to Adobe Fonts any other way. Access to Adobe Fonts one of Adobe's incentives for attracting customers.

If customers cancel their CC subscriptions, that will reduce the amount paid to foundries. Similarly if the growth of new Adobe customers slows, that would also have an effect on how much is paid to foundries.

Just as an example, before I sold my font IP to The Type Founders in 2021, Adobe Fonts amounted to about 40% of my income. I'm sure this varies from one foundry to the next, but I suspect it's even higher for some.

Although you can't do a separate Adobe Fonts subscription, you can just subscribe to Adobe InCopy ... which includes Adobe Fonts. It is only $5/month.
Could use it as an add-on to Affinity, I suppose!