Agreed. Anecdotally, my mother called me last night asking what she needed to do about Yahoo's new breach. I said, no no, dont worry we already changed your password. She said nope, NEW news!
My mother (and her news) heard this loud and clear. Thats a problem, and VZ has every right to renegotiate -- this has passed the point of "we're yahoo so we're big and an unlucky target". This is, in my mother's words, "what the hell is wrong with those people, I'm done, how do i get everything to go to gmail".