It didn't come from just Phil. The NPD guy that used to be here mentioned it (Benji mentioned it as well, but I'm not sure if it was his conclusion or he was just sourcing him as well)
I'm not comparing the value between one game or few months of GP. I mentioned it just to show most people don't wait 6-12 months to play the game they want even if it meant spending 30-40 bucks more. The same goes for PS Now if 1st party games were offered there 6-12 months after release.
I don't believe it's proven that a service offering 200 games reduce the number of games bought by people. PS is not just competing with MS. They're competing with other forms of entertainment as well for the time of the consumers. Phil mentioned that people with GP tend to spend more not less on games.
I changed the Fifa example to FH because I felt it was better since it's not a yearly franchise. But to answer your question your example is anecdotal. Fifa in general is growing which is what I'm talking about (same for Horizon which is not yearly and you can jump in anytime).
It doesn't have to be fixed, I agree. Surprise people with the game with different period for each game. The point is Sony needs to offer their 1st party games and putting them 3-4 years after release isn't gonna cut it.
