1st Course
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Sony and MS each know their own DD numbers, but not the DD numbers of their competitor. I assume that knowing how the competition is doing would be valuable to Sony and MS.
And even after knowing digital sales that still doesn't give you 100% clear picture about the industry. Companies like EA and Take-Two actually make more money from "extra content" (Ultimate Team, GTA Online) than full game downloads.
Take Two Q2 call said:During the second quarter, $89.8 million of our non-GAAP net revenue was digitally delivered. Importantly, nearly 60% of this revenue was derived from recurrent consumer spending which grew 45% year-over-year. We continue to see strong consumer engagement with Grand Theft Auto Online, which has both exceeded our expectations and has been the single largest contributor to digitally-delivered revenue in every quarter since its launch.