1. Even if we were to incorrectly assume that they only meant within their own ecosystem they would still have a deeply flawed dataset. Their ecosystem includes PC. Microsoft does not have a way to track all sales of games on Steam, GoG, EGS, or any of other multitude of stores on PC. Microsoft can only track purchases made through the Windows Store, or purchases of games they themselves have developed. Example: If I buy Halo MCC on PC via steam, MS knows I spent that money, because it's their game. If I buy a 3rd party game through the windows store MS once again knows I spent that money, because it's their store. But if I buy a non-MS game on Steam, GoG, EGS, or any other PC storefront MS has no way of knowing I bought that game.
2. Xbox Exec Sarah Bond said, "Game Pass subscribers spend 20% more time playing games, play 30% more games, play 40% more genres and, crucially, spend about 20% more on gaming overall." Overall means to take everything into account.
Of course someone could argue that she meant overall as in all types purchases made in Xbox's storefront (including MTX, XBL Subscriptions, and DLC packs). Had she simply said overall, or overall revenue and not gaming overall then that interpretation would make sense. But of course that isn't what gaming overall means. If I were to ask you how much money was spent in 2020 on gaming overall you wouldn't come back to me with only money spent on Xbox games. You would come back to me with information on how much money was spent on gaming including Mobile, Switch, PC, Xbox, Sony, and browser games at the very least.
It's obvious here that when she said "gaming overall" she meant the entirety of gaming. Either that or she doesn't know the meaning of the words that she is using. And if she didn't mean "gaming overall", but instead meant "Xbox ecosystem revenue overall" then that's on her for failing to properly communicate.
There's another option, you're seeing what you want to see, this is the first time I've ever seen this line of questioning, Lol.
Overall doesn't have to mean the entire industry when we're talking in the context of a specific ecosystem.
The bolded does make sense even in the "gaming overall" context, because they're talking about their own ecosystem. If you asked me it wouldn't be the same context because I don't work for any corporation, so of course I would give a comment on the overall industry, if you ask a company, why the hell are they going to mention numbers for Sony/Nintendo which they don't know? They're going to talk about their own ecosystem because that is what matters most to them.
Context matters, if folk can't understand context then that is on them. For something so obvious it is the first time I've seen someone suggest this and most fans assumed they were talking about their own ecosystem...Where are the folk suggesting that she meant the overall industry apart from you?