I think this is besides the point. Whether or not you're PAYING for Game Pass is certainly an important factor and number, but it is NOT the main value of Game Pass to Microsoft. Game Pass does not need to break even to be a highly valuable and even "profitable" part of the portfolio. If you're one of 10 million subscribers, does that make it easier to find an audience for the niche game you're considering launching onto Game Pass? Yes. Does it make it easier to cater to a wide range of people who will stay within the ecosystem and keep the brand in play? Yes. Does it mean that continuing to fund a wide array of 1st party games can be justified - even if they don't sell a few million copies? An emphatic yes.
Game Pass has the potential to change the industry. That can be for negative reasons, but I think it also enables a ton of really cool trends, as well. All that said, Phil's been as clear as he can be that Game Pass makes financial sense too.
Yes, I know that. I was just replying to that "real numbers" thing, cause this is something we'll never know. There's 10+ million now, but we don't know (and don't need to know) how much money those 10+ million subscribers generated in march, cause people can pay monthly, use special offers, pay upfront, upgrade an Xbox Live Gold subscription, etc. There are so many variables.
I'm loving to see different games being funded and finding their public on Game Pass. Like, Psychonauts 2, the original is one of the best games i've ever played and I'm happy that more people are gonna play the sequel now that it'll launch on the service, have a marketing push from Microsoft.