I guess the missing piece of information is: How many people actually subscribe to Gamepass. I personally didn't even want it until a recent deal that gave it to Gold users for like $1 a month. Couldn't refuse that.
Is it 5% of XBO owners? 10%? 50%?
There's a ton of games on Gamepass that I'll play but never had any intention of ever buying (and a LARGE number of games I actually did buy that are on the service now. Maybe I wouldn't have purchased many of those). Not only that, I go weeks without playing anything at all, online or otherwise. M$ will still get my money every month even if I don't use the service. They'll be getting $15 a month once the offer runs out ($180 a year) instead of the $60 a year that they were getting from me before.
We're currently torn between "Is Gamepass good for gamers?", "Is Gamepass good for third parties?", and "Is Gamepass good for Microsoft?". I'm one of those that owns almost 500 games on Xbox One WITHOUT Gamepass. They found a way to get more money from me. I still think most gamers don't know the service exists, don't know the value, or simply aren't subscribing.
There's a lot of variables to consider.
