And I quote "Specialty retailer some of our partners adapting well and establishing substantial new digital revenue streams" The CEO from EA was gushing about GME and referenced them at least 3 times in 40 min presentation.
Why? because GME is beating any estimate for DLC.
He also pointed out the success of the downloadable content (DLC) that was already available for purchase on Mass Effect 3′s launch day. Retail chain GameStop saw a tie ratio of 40 percent of day one customers who purchased a download code for additional content together with the game: “The tie ratio at the register is the highest in their history”, said Riccitiello.
He is also bullish on the wii u.
He also sees continued growth in HD console gaming. The packaged good games have not cratered like many thought and are not declining but shall continue to be a major portion of revenue.
Bottom line: GME bringing DLC into the stores is working better than anyone ever thought. First you have the huge share of COD Elite and now you are hearing the high tie ratio with Mass Effect 3. GME has evolved and is doing digital better than the publishers.