I was wondering if this was giong to show up here.
Blizz's last quarter report made no mention of revenue being down, only subs. It's unclear to me if WoW revenue would be enough to cause the overall Acti-Blizz revenue to move with it.
If this shows one thing, though, it's that the cash shop is not going to be enough to save the game should it have to jump F2P. Revenue is down 54% and subs are down what, like 25% for the year? Clearly the bulk of their revenue must come from subscription fees.
If anything this will push F2P further away, rather than bring it closer. As Blizz absolutely needs the sub revenue to keep the game profitable.