I fully expect the changes to the game pass tiers are coming, but I wouldn't be surprised if they've decided that it'll land better in Spring of '25 instead.
Think about it, if they announce tier changes that, let's say for examples sake, the middle tier no longer includes 1st part day and date, it's more like EA play where you get those 6-9 months after release, and you need Ultimate for day and date. If they announced that this summer, more people might fairly look back at this year and go "We've gotten one first party release so far this year, why would I upgrade to Ultimate?". Alternatively, if you wait, and they land COD, Avowed, Indiana Jones, Towerborne, and Ara in the second half of this year (and there's hopefully something in Q1 of '25 as well), and then you announce the change, more users might be open to upgrading to Ultimate because they're seeing a steady cadence of releases they want to play.