MS is going after office route, which is why they are sacrificing current sales in order to get that done.
40M copies of 60$ price tag games, with day 1 sales cost around $2.4b, around gamepass 1 year revenue.
IF MS can get gamepass around 40m sub, cancels the 1$ promotion(they stopped as of now), cancels the stack 3 year one(they will in the future), increase the price to 18$ for console, and 12$ for pc, they will be able to generate 7.2b.
$3.5b is the cost of operating gamepass at that stage, that will leave us with $3.7b for their first party pool. To get that revenue, MS will need to sell 61.6m copies at 60$(no drop in price). Plus their game sales on top of that revenue.
That is what MS is after. These NPD/UK chart dont see this passive income, because it doesnt involve sales. Its pure sub cost, which MS can generate yearly, by mainting 40m sub on average of $15 price tag (($18 console+12$ pc)/2 for average).