Kuhn: A Comprehensive Analysis of the GPL Issues With the Red Hat Enterprise Linux (RHEL) Business Model

>These organizations sought to build Linux-based distributions that mirrored RHEL releases, and it is now unclear if they can do that effectively, since Red Hat will undoubtedly capriciously refuse to sell them exactly-one RHEL service and update “seat license” at a reasonable price

Any one customer could download SRPMs (or another form of source) and pass it on to other organizations down the line. If enough customers download SRPMs regularly, no one in particular stands out and it would be unwise for RH to cancel all those subscriptions just based on the fact that a download happened.