That's part of it I'm sure, in some countries more than others, but there's also just brand new growth in the gaming market to account for. If you're starting from square zero with no library whatsoever, Game Pass is a really good means by which to figure out what types of games and genres appeal to you. It's a cheaper and far more convenient RedBox/GameFly, and that probably helps some people to reduce or stop their impulse buys for new releases as well.