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@disolitude:

I think XBox Live Points is somewhat included in the Games Revenue - because if you buy a XBLA game (revenue for MSFT), then it means that you bought points, whether at retail or directly from MSFT.

For movie rentals, I am not sure it is material yet for the division, as it doesn't even really get a mention in the financials. But if you have any data/sources, let me know.