Seems like a sensible overhaul, hitting the major issues with the fee, but still going ahead with a version of it. Big points for me:

• Not retroactive. Only affecting the next version of Unity, and you can even opt out of updating to skip the fee.
• Data is now reported by the customers. Still not sure how that plan to enforce this, but it's a hell of a lot better than some arbitrary data collection scheme being baked into the game.
• Free version is excluded. No charging tiny side projects, or students or something, it only affects already paying customers.

Still not sure I love charging per install as a concept, and they've already overplayed their hand and burnt many bridges, but at least this implementation isn't insanely hostile. Guess we'll see how this plays out from here.