Would not surprise me in the slightest. As they continue to push digital games over physical ones, they need to make more revenue somehow.
I recently renewed my gold subscription, but I am in a 'non supported' region and there are not very many titles available here in their online marketplace. It is still better for me to get the physical games so that I can have a full library. I am not very interested in going all digital.
Microsoft has announced that it is reversing its decision and will not change Xbox Live Gold pricing. Furthermore, free-to-play games will no longer require an Xbox Live Gold membership to play on Xbox consoles.