We don't know how many services Arriva plan to run as 4 car 150s long term. The only mention of 4 x 20m formations on unelectrified routes in the franchise agreement is on the Liverpool-Warrington-Manchester route and even then we don't know what proportion of services will be 4 car.
A 4 car 319 is less flexible than 2 x 2 car 150s so using 319s instead of 150s will likely require more carriages in total for the franchise and a higher number of carriages in service at any time. While that could be good new for passengers it's likely to be bad news for the accountants!
The accountants may not be so concerned, as although a 4 coach EMU would cost more to lease than a 3 coach EMU the cost difference isn't the same as a whole extra coach.
The general rule used to be that a DMU costs £110,000 per coach vs £100,000, as such the cost difference on the lease between the above is £70,000. Then there are other cost savings (electricity cheaper than diesel, EMU have less maintenance requirements, EMU's don't need to be refuled, etc.). That could all mean that the cost difference isn't so great that it's not worth doing.
However it likely that a 319d would have a lease cost closer to that of a DMU (why spend money if you can't get that money back, unless it means less of your units say idle), so the savings would be less. However even working on an assumption of £70,000 (some of the higher than EMU least costs are offset by generally lower running costs) then each unit would only cost about £210 a day extra.
Although over a fleet of (say) 20 that's £4,200 a day extra, it's only about £3 to £4 per seat per day (although it would be unlikely that the whole extra coach of seating would be used all at once, over each leg of each service over several services a day it would be that difficult for there to be enough extra passengers to justify).
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One other TOC that could be quite interested (other than it wouldn't be this time around) could be SWT's for their Salisbury 6 services (Salisbury, Southampton, Eastleigh, Romsey) with a few extra to then also run the Lymington Branch services.
It would mean that the Salisbury 6 services could make use of the third rail on the mainline section through Southampton and when any OHLE gets built between Southampton and Salisbury and/or between Southampton and Basingstoke, then the units could become more reliant on electricity than diesel or wouldn't require any further modifications.