Possibly even good for consumers in that case. It's not really an ideal situation that software distribution would be a high-margin business in the first place. Typically you want distribution and infrastructure businesses to be competitive spaces with prices driven down towards costs, since they're just overhead from the perspective of getting stuff from sellers to buyers. For example, container shipping and grocery stores are not high-margin businesses.

On the other hand, Microsoft's new 20-30% cut doesn't sound like very low-margin distribution infrastructure either...