Boy I hope Broadcom didn’t hear that…
Once you invest thousands in network equipment or cameras you’re less likely to jump ship when they start sneaking things in. And this is long lived equipment, not the kind you anyway replace every couple of years. So that’s a relatively strong lock-in.
In my opinion, as long as the majority of their profits come from people continuing to buy the self-host devices, it is fairly unlikely they'll ever stop offering those devices. Why change a working business model?
Yes, subscription models are enticing for that recurring revenue... number must go up, right? /s
If a majority of your sales are not in subscription products though, I think it would be foolish for a business to blow off its own leg trying to chase that particular dragon.
Then again... businesses have made dumber calls in the past out of nowhere...