You have to remember that while DHS is getting 2 million more guests than IOA, MOST of DHS and DAK's attendees are on greatly reduced admission media (multiday passports). With the number of 7+day passports being sold, a lot of folks are getting into DHS for as little as $29/day. So it is entirely possible that IOA is making more off of admission media than DHS. And as far as in park spending, NOTHING touches IOA.
Also there are strong rumors that Disney's numbers are not only "trending downwards" this year but literally plummeting. As in around 60% occupancy rates instead of the traditional 80+% for most of the Summer Season. IF these numbers are close to true, then I can see why TDOs ears are perking up to a problem. Especially since WDW has nothing else in the pipeline to stop the bleeding. Disney has the FLE about to open this Christmas and it wasn't designed to be an attendance driver, but to increase capacity WITHOUT bringing in more people. And that's it for the forseeable future. Given these numbers, I can see why TDO was rumored to have "flipped out" when Universal announced their 4th hotel which is to be Uni's least expensive and offer family suites. Any ride Universal builds will inevitably bring people to the WDW hotels, but more affordable lodging options located on property at Universal WILL cut into WDWs pocketbook.
And I also fully believe that with the additions of "Transformers: The Ride" and "The Wizarding World of Harry Potter: Diagon Alley" with it's 2 unique E-Tickets, USF will be in the top 10 after these offerings open.
Now, does any of this spell the "end of WDW"? No, that's just silly. But I do believe that Universal Resort Orlando is putting enough pressure on a complacent TDO for Burbank to turn an eye to what is going on in O-town.