We talking about xbox nikka. Not productivity software and cloud storage1) MS isn't an underdog. They don't need to catch up by consuming publishers, because they're not behind.
2) Their claims about not being able to grow the Xbox brand without consuming Activision/Blizzard is bullshyt. It's going to be bullshyt when they try it again in the future.
3) There are no comparisons to be made between them and another platform holder, because what they're doing is unique and should be addressed from that unique angle. All this other stuff is just muddying the waters.