Well, in that case it's clear that indeed the capacity is changing. And it's not necessarily the polarised foil that is moved by the sound waves. In the back-electret microphone it's a metallised foil that moves toward or from the backplate on which the electret foil is mounted. This gives more freedom to optimise the moving foil with respect to its acoustical properties.
And of course in this case U = Q/C = Q.d/(eps0.A) which only does not introduce too much distortion if the radius is much larger than d.
Well, I'm not sure where the confusion came from. :) Anyway, in electrostatic loudspeakers the moving foil is supplied with a potential with respect to on of the fixed plates, which makes it a whole different idea, indeed.
Thanks for your clarification.
joe