I really agree with this...I said a few years back I'm no longer Daz's optimal customer. I have a large runtime and I'm more picky about what I buy. Their optimal customer is exactly what you described someone who points and clicks and is still needing to build their runtimes up. When you get to a point where you have 100's of gb's of runtime and have the skills to convert and adjust you aren't as interested in just pointing and clicking. At this point you've developed a few skills and I think are more likely to want to experiment and hack. For me the big issue is the inability to edit files which I do on a regular basis.I doubt they'll see much of a drop in sales. I suspect it will mostly be people like me who have personally customized library organizations and have been at this for many years that stop buying. There are too many newer users that have been cultivated by Daz to expect everything to be point-and-click-done, and many of them will most likely just keep buying and move up to the latest/newest versions and file delivery without questions.
That said...I can't see much incentive to upgrade to the new version. I don't use smart content and I won't use Daz Connect. There have been improvements done to both renderers and I will need to see if that is something I want but at the moment it isn't sufficient to upgrade until any bugs have been fixed. So I'll continue to wait and see...