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Unity adding a fee for devs for each time a game is installed, after certain thresholds
(www.gamesindustry.biz)
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So... If the Unity's secret spyware and algorithm suddenly decides to count an update as a new installation, you suddenly get slapped with a huge bill. Especially if you release multiple small patches and your whole player base is counted multiple times.
According to the article only installs on new devices are counted.
Furthermore this only takes efrect after a certain threshold of revenue and installs.
Except that that is a back pedal on their part and their FAQ plainly says they actually have no way of tracking what is a new install versus a re-install; which is why they decided to count all installs to begin with.