For many reasons I don't think they will lose money. I don't think anything will change as far as their occupancy or attendance. Due to "travel circumstances" in the world, I think domestic travel will stay up for some time. They will continue to be a top destination, and with many new guests which is their actual target market. If their hotels are full of all new guests, they are good, they can upsell them more and these guests will have no expectations of what was "before". If you move offsite but still go to parks, they are good because most park guests are from offsite. Disney is dependent on offsite guests.
Disney was about the only park not offering a paid for "fast pass" so no matter what we all hoped for and argued for, it was inevitable. I am personally thrilled that
Genie+ is so reasonable and IF they handle it like FP+ in terms of distribution it could work very well. No more 3 FP+ being held prior to park opening creates a big pool to pull from. I did quite well at rolling that last FP+ and hope this means doing the same. Having to purchase may also mean less people using the system which is a plus for those using it. I am worried about the pay for pass price point, but for me it will mean just giving up some table service. Guests will make it work for their needs; it won't change their trips and buy it, they will buy it and drop something else or they won't buy just like many didn't use FP+.
THIS^
Everyone pays the same price for tickets to the parks no matter where you stay. Parks and hotels are two different profit centers. Where you stay has to do with your needs for your non-park time, your personal preference and budgets.
Genie is for park guests and I assume booking dining/events located outside the parks. It doesn't care where you stay. We must remember that Disney depends on offsite guests as there are only enough onsite to fill half the park capacity if they are lucky.