Does that include xbox gamepass core customers? Because that’s basically an entirely different service, and it’s also something you’d expect a very high adoption rate of among Xbox console owners, given the platform’s historical emphasis on multiplayer games. There’s also rather a lot of people who stacked many months of gamepass for quite cheap.
While the platform has certainly seen some success, it’s hardly in a dominant position, so making moves that make the value proposition of the service look worse is surprising.