I disagree. They keep all this data and analyze it internally. They only release MAU info. But subscription numbers totally matter. It doesn’t matter if they are making more money now because of store sales if the playerbase is dramatically shrinking. You don’t think they’d be selling more tokens if there were still 6 million subscribers? People who quit don’t buy tokens for carries or anything else.
They track participation in new content and make adjustments if they aren’t meeting their goals.
Prime example: Horrific visions. They were supposed to keep everybody busy throughout the content drought for the entirety of BfA. Did they? A lot of people who were planning on getting and farming them on all their alts got fewer than they planned on and leveled up only their main. A lot of people came back after taking a break until 8.3, checked it out, and left immediately. The content was supposed to be mandatory. It was supposed to inspire casuals to git gud, do this hard content, and get addicted to competition.
What happened was a lot of people decided it was completely optional. Within a week Blizzard had posted a video on “how to get your cloak”, as though the only reason anybody wasn’t already farming horrific visions hard was that they had no idea how to get it. They posted a “poll” thread in the forums where anybody could have their level 10 alts could vote that every alt had their cloak up to date.
They were already showering casuals with 50% corrupted gear, which unlike the PTR, where all corrupted gear could be cleansed by anyone without the cloak, could not be cleansed until after getting the cloak, running horrific visions, and then doing a quest to unlock the procedure.
I had 2 level 117’s get corrupted gear. I figure that’s not a coincidence, since none of my characters hung out in leveling content rather than just level up. What was a level 117 with a piece of +35 239 corrupted gear supposed to do with it? Corrupted gear was an effective nerf to casual gearing, since it made much of the gear they received unusable.
People still weren’t doing enough horrific visions to get participation up enough to reach their goals, so now they removed the ability of alts without the cloak to buy essences. I was so impressed I moved my characters out of BfA. They’re still in old content, which actually does nothing to help them demonstrate how successful their new content is.
Now that I’m off the hamsterwheel I’ll probably never get back on. So yeah. They’re addicted to their spreadsheets, databases, and reports. Don’t kid yourself. Subscriptions matter. Every person who bought the expansion intending to play throughout but left within a week is a big loss.