Subs increase doesn't hit what they are looking for maybe?
Unlike the past, MS is footing the bill for COD development, marketing (well Sony lessened that part), servers, etc whereas Activision did in the past.
But on the flipside, they get the Lions share of the revenue now from Sony/PC.
Thinking If the GP Subs increase doesn't hit projections, it may push their plans for more multiplatform development or just go straight full publisher in the future. There's a lot more personnel and much more costs involved vs the past. Can't trust Phil, but Nutella is doing too much hinting on wanting to go full multiplat/publisher.