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This doesn't surprise me at all. With over 18 million users paying $10 -$15 per month. Its simple numbers. And even if they missed their growth target this year(which were aggressive), the service grew at a rate of over 30% since last year. During that time they hadn't released any of their highly anticipated titles like Halo(which was delayed a year) Forza(which is now doing extremely well) or age of empires(more niche but definitely a well known and beloved brand). Xbox will be gaining additional gamepass subscribers and will get additional sales from casuals that just want to buy the one game that fits particular play preferences. Source