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Wyrdness said:

The source claimed to have gotten the number from SE's investor meeting initially so the is no way for anyone here to push back against it as you'd naturally expect news from such an event to be official case point is how even VGC themselves and other outlets reported on the same numbers.

But the author was relatively unknown and not someone like Mat or Chris Dring. I even think a few of these sites that posted this claim had a disclaimer about it such as the thread on Era.