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Turkish said:
 For Sony it's getting more important to have paying/subscribing users than counting the number of boxes anymore.

This.  I would expect 120m or even 100m * (PSN subscription profit on top of normal game profits and hardware profits) >>> 150m * (just game and hardware profits).  Sony also isn't as dependent on huge software catalog dominance to achieve profits, in fact you could probably say that at least proportionately, the discrepancy  between high and low attach ratio customers is smaller because of PSN subscription.  And to think MS made it all possible