To answer Bear's question: A LOT of games.
Majority of Mobile Games are made in Unity. The whole per install with a large Free to Play user base will work out great for them I'm sure.
But to give a SMALL sampling of games affected: All Hoyoverse games (Genshin Impact, Honkai, etc.), Among Us, Hollow Night (sequel Silksong still isn't out but bet you dollars to donuts it was also being built in Unity), Ori and the Blind Forest (and it's sequel), Pillars of Eternity, Gamfreak games (Yes Pokemon, I know Brilliant Diamon/Shining Pearl were made in Unity for certain), Pokemon Go and all other Niantic games and their clones, Cult of the Lamb, Outer Wilds, Subnautica, Untitled Goose Game, lots of card games like Magic the Gathering, Hearthstone, etc.
And that's the video games with name recognition I can think of off the top of my head. Unity is also used to program other software as well (to a far smaller scale).
So yeah, this is going to affect ALL the major developers, publishers, and console makers (because they are going to charge Microsoft and Sony directly for Gamepass and PlayStation Plus 'free' games), and a huge swath of indy developers.
They'll probably go after Google and Apple too. If Sony and Microsoft are on the hook for the games they offer in their subscription plans, then those companies will be too for the games they offer in theirs (Google's Play Pass and Apple's equivalent who's name currently eludes me).
I'll just sit back here and watch all these giants nuke Unity from orbit for the temerity.