Upload & Sell: Off
Well the issue I see is creative powerhouses. I ran IT for some big guys, and this reminds me a lot of quark is many ways....we see where that went.
I can say very few of those guys were yearly upgrading, and they were buying license server stuff. In anything in which I'm involved, adobe is screwing themselves. And despite what hey say their motivation is ip theft. The issue is, companies such as adobe, much like the movie and music industry equate pirated copies to lost sales.
If, and it's unlikely, cc manages to quell privacy, all you'll see is gimp take off, pixel actor we'll even better, and in cases like mine, I bought perfect photo suite which does most of what I needed to do in photoshop, by giving me layers, masking tools, etc.
I would expect this experiment to last a year, then boxed copies to be back on shelves. Most large companies atpre accountable for expenditure to the public, and while the monthly costs can be a mortised more easily and represent better on fiscal quarter, roc analysis and long term detriment will eventually outweigh that. At least in my experience.
IT is a cost department, all software talks into it...and it's also the department, being a cost department, that is under constant scrutiny.
These are obviously just my conjecture, but I did work for two huge music (at the time VIBE AND SPIN)magazines, digital, and interbrand. None of them subscribed to too many seats or upgraded yearly.
The only way I see it working is if the tco comes closer to 3-4 years not 1.5.