For SoT, it's the lifetime numbers that are being talked about. In regards to FH5, if GP was going to hurt the launch you'd think the first month would be the most obvious (that's also the most important window financially). To convince yourself that these chart positions are indicative of the subscription model, you'd have to first convince yourself that the huge gulf in install base between Xbox and PS/Nintendo isn't a major contributing factor (even with PC in the mix, console is still a major sales driver for most titles released). 100m+ potential customers vs. 50m, I wonder how this could ever shake out. LOL
People who want to play a game are going to play the game, regardless of if it's on a subscription or not. The only thing that changes is how they choose to pay. The subscription doesn't give you a comparable sales unit, but certainly could result in more $ earned. With the subscription model you are trading a portion of sales (partially or in some cases like Adobe, completely) for the new recurring revenue stream. In most cases the sustained recurring revenue is the smarter play in total $. Regardless of any sales decline that results.