@haz: great points. Microsoft has sorta changed their definition of success with Game Pass. As they focus on creating a service, their goals are based on engagement.
"That is the health metric of any service that you want to talk about. What's your monthly active users in the space? It's not how many consoles I sell. If I sold a console two years ago and now it's in the closet collecting dust,"
https://www.gamesindustry.biz/articles/2016-02-29-microsoft-mau-is-the-health-metric-of-any-service
Everyone can succeed by focusing on different goals.
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