I don't think I have it backwards, but I may be wrong. My interpretation is that there is there is subscription cooked into how they understand the pricing and return (profit) of their product. Based off this document this is part of their long term strategy. You may quibble about the specifics but extracting money from their customers over time is cooked into their model and that does seem worth noting...
Some subscriptions say they own the product, but they cover any and all problems with the product and they'll service it and replace it and upgrade it etc. Other subscriptions say they own the product.... but nothing and you can't do anything either. That's the difference between the two.
