Well, I have to say thank you for finally telling us what's going on, but like a number of other posters, I feel drastically let down by the way Paizo has handled this. Not only does it look as if I'll be finally getting my subscription PDFs two weeks after street release, nobody at Paizo got around to admitting that there could be an issue.
People are generally pretty understanding IF, and only if, they are kept in the loop on potential issues. While I don't really like the idea of being at the back of the queue during a Gencon month, I can understand when there are issues, so long as I'm in the loop.
At this point, I have to rate Paizo's performance in customer service as somewhere around an F. Not only am I still waiting for my subscription shipment after the final estimated day, nobody at Paizo even hinted that there might be any potential issues or holdups until late in that last day. And for that matter, I don't seem to have received any sort of email as Erik suggested would be coming soon... If it's not coming by the end of the estimated last day of shipping, I'd rate that as another PR screwup.
All in all, while I am, I believe entirely justifiably, angry, I'm still not at the point of cancelling subscriptions because of a once-off blunder. But I won't accept this twice either. Please learn.