It is unfortunately not failing them ("unfortunately" because I very much dislike the path they took). They lost Heroku, which also didn't pay them before the license change, but they got others. I don't know if the information is public.
What "others" did they get, that you're aware of?
* AWS says they are moving: https://aws.amazon.com/blogs/opensource/why-aws-supports-val...
* Aiven added Valkey: https://aiven.io/blog/introducing-aiven-for-valkey
* Instaclustr mentioned moving: https://www.instaclustr.com/blog/redis-to-valkey/
* Oracle indicated support: https://blogs.oracle.com/cloud-infrastructure/post/oracle-su...
Azure is the main one sticking with Redis: https://azure.microsoft.com/de-de/blog/redis-license-update-...
I might edit this if I remember some more.