No, and nobody said as much either.

It just means they get enough out of other sales (including an increase from hardware) that they have decided hardware is still worth it. Microsoft has decided otherwise. They’re both perfectly fine decisions.

> I've actually worked at a high enough level in the games industry to know about the non-public dynamics, and that includes working with some of the people involved in this story.

Then you should very well know how hardware has always been a loss leader intended to drive people to exclusives and first party services. It shouldn’t be a surprise that once a company finds just as successful ways of driving the same engagement, they no longer need hardware.