I think CEO Eric Hirshberg argued his points well. But, I would just stress one more thing that seemingly people do not consider very much in the discussion so far. Treyarch's Black Ops sold better, but that must mean they brought in new people as well as old to pull off those higher numbers. If double-digit growth is possible, then who to say triple digit growth is not possible?
Great read, Patrick!
It will certainly be interesting to see whether the CoD franchise is really able to stay viable in the long run. I think for now it will continue to grow in popularity, as these mass market-targeted video games are progressively becoming a greater part of the mainstream consumer media.