I'm not sure I see your point at all.Yes ! Then again, they have downloadable movie revenue, and Blu-ray consumer + business revenue. In short, they have slightly different business plan from MS.
MS has downloadable movie revenue as well (did you forget MS has a very large movie/TV show store?). It's true that Sony also has the Bluray sales, but I'm not sure why that's any important distinction in this discussion...bluray or games, you're buying bits on a disc and Sony/MS are taking a cut of it.
Sony is leaving money on the table because they have to, they're playing catchup. It's the reversal of last generation between MS and Sony. Remember how ridiculously overpriced PS2 memory cards were? That's the Xbox 360 HDD this generation.
That's all there is to it.