Indirectly, the mid-year
investor presentation - if you compare the main ED revenue line in the graph on page 5 with the PDLC (ARX purchase+Odyssey) graph on page 13, you can see that the big spikes in PDLC income for the Mandalay and Type-8 releases basically don't touch the slope of the main revenue line at all, which means that even the bigger boost in November/December can't be causing most of the actual uptick in the main line either.
(Also, if the numbers on the graph on page 13 were impressive in an absolute sense, they might have put a scale on the Y-axis)
It's not nothing, but comparing the two graphs it's very unlikely to be over 10% of their ED income in most months. And that includes Odyssey sales, which are the cheaper way to get the ships if you're not in a hurry.
I certainly agree they're experimenting with more in that area - encouraging superfans who already have too many alt accounts to spend money on something is certainly part of their plan - but because the baseline was so low even the large relative improvement doesn't really make much difference to the overall figures, and it seems highly implausible they could get another doubling or tripling over and above what they've already done
and sustain it as a new permanent baseline.
The new ARX ships have likely been a big success in terms of "enough people bought them to fund the development of the ships themselves, and leave a profit". And in terms of getting a few new ships released every year, that's all they needed to do. I can certainly see more experiments with easily packageable things like that where the cost of development is low enough that it can directly pay for itself.