Eh, I think they also really have an infinite money pump with all of their worldwide products. I don’t think they would be able to hold out if VR were more widespread and actually became a market that big players were entering instead of dipping into and then exiting, but with the market the way it is, for people that don’t have powerful enough standalone computers to back them up… They’re the only product that truly could become the standard as of now. Even if you have a PC capable of running desktop VR, the Quest 2 is incredibly attractive with a reasonably good wifi router and steam link. “And if you have a Quest anyways, you definitely gotta re-buy beat saber because what if I go out to a hotel and wanna play, and hey look this game that I wanted on PC was on sale” and so on.
I say this as the owner of an index and a quest.
It doesn’t get them money, but it still registers as engagement with the audience which I think is really the only true metric.