My point is they will need to claw back the deficit on revenue of unit sales lost from players choosing the pass instead of paying full whack. So instead of getting $70 for a sale, they may get $1 for an install. That's probably another three extra bundles they'll factor in just to mitigate the difference there. Then will also need to reassure the shareholders that the product will make even more money than the previous outings especially with a racially new business model so I'd expect even more content padding thrown in for good measure.
Not only that, they have paid off Bobby about $300,000,000 and they somehow need to start chipping away at the $70bn they blew on the merger. So sure, they could probably even afford to pay people $70 to play the game and still make billions but that isn't going to claw back the money lost at retail. Even though Microsoft print money for fun, the recent brutal layoffs, sweeping cut-backs and dismal growth numbers of their gaming division still demonstrate its ran as a typical business so it will be very interesting to see how this change will impact each aspect. Losing potentially $1bn at retail right off the bat is not a good start.