It might be as simple as them just being in the middle of negotiating right now to renew the license. They might not be able to talk about currently-ongoing negotiations before they become finalized. But...yeah, that sounds like somethings up. And I think there's been a push at IDW to focus on their own properties, like Bermuda or Canto. They might want those movie deals, etc, for themselves.
And I feel like Hasbro...probably still feels like there's value in licensing out the comics. (Though, we never did get new Ghostbusters comics to piggyback off of Afterlife's release). And Boom does seem like a fairly likely new home, if it comes to that. They do have the Power Rangers and Magic the Gathering comics, and those are owned by Hasbro now too. It might make sense for them to have everything under one "roof".
As for IDW...they'll probably still be fine. They still have Teenage Mutant Ninja Turtles. That probably outsells all their other licensed comics by a fair margin, if I had to guess. And they got Sonic the Hedgehog, which is probably selling fairly steady. They seem to have gotten Godzilla back, too. And Usagi Yojimbo...is a pillar of the comics community, even though I don't know how well it actually sells. Even if they lose Transformers, My Little Pony, Dungeons and Dragons, GI Joe, Star Wars, the Marvel Action books...okay, that's about half their output, which isn't great, but it's also saves them on licensing fees. IDW will...probably survive this.
The question I have is, if IDW does lose the license, what happens to everything they have up on Comixology? You still get to access anything you'd already bought, right? But do all IDW Transformers listings immediately come down if/when that happens? There are still some things I'd like to buy, and don't want to miss the chance to do so.
Using Ghostbusters as a example: I believe that the comics just...disappeared one day from Comixology's store. They never even made a announcement about a cut off date or anything. If you have them downloaded, they should stay in your collection and you should be able to redownload them.
In today's Rundown, IDW's Ghostbusters comics have disappeared from digital comic stores, Scout Comics' The Electric Black has been optioned for TV, and Zack Snyder's Justice League has an finalized release date on HBO Max.
www.multiversitycomics.com
https://www.reddit.com/r/Comixology/comments/hnpdy3
We most likely still have time before anything's finalized one way or the other, though.