Bigger question is what happens next quarter. If subs are still relatively stable or even up, I think we could be looking at a plateauing of subs finally. Especially since there'll be a new expansion revealed.
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I think a lot of it is they just have gotten hooked on the "yearly release cycles" and "HD remakes" that the gaming industry is using these days.
Clear content in a month, have to wait 5 more months for more new content. Obviously they'll just play a month, quit for 5, month, 5, repeat.