So you rebuttal is: I'm right because your wrong. quod erat demonstrandum.
I think that lacks a lot of substance.
If the chart is correct (seems high to me) then it means the damage to the XB1 platform game sales will be higher but the upside effect for the windows 10 store will also be higher.
Folks will buy games on a console because:
- They don't own anything else
- They can't get it elsewhere
- They want it in the living room, and don't care to bridge a PC there
- They don't own something that can run it
The chart implies reason 1 is less true. They are explicitly removing reason 2. That leaves the last 2. Also as a case study, just the last 2 resulted in extremely low sales of the XB1 Rise of the Tomb Raider. We knew it was coming to PC eventually it devoured it sales numbers.
The number one reason people buy games on console is because they like to play on a console. This reason is the major fact that you choose to ignore in all of your 'analysis'.
Now, this is the first time you admit that PC gamers buy games on console 'because they can't get it anywhere else'. But the entirety of your argument about MS losing licensing revenue hinges on the idea that 'lost' PC gamers were potential opportunities to buy 3rd party software on Xbox. Now you admit that for this particular type of gamer, it was always unlikely anyway.
Don't you see the contradiction? If a person who is a PC gaming enthusiast can get 3rd party games on their PC, why would they ever get a 3rds party game on Xbox? How is MS losing potential 3rd party licensing by selling them 1st party titles on PC?
Back to the graphic. Now, you are an analyst right? so you should be able to pick through the missing information in this graphic.
What is a PC gamer as defined by this graphic?
1)Is it a person who's computer is powerful enough to run LoL but they wouldn't dream of running games like Quantum Break, so they use consoles for their 3rd party?
2)Is it a person who has the latest graphics cards, buys all their multiplats on PC, and only considers dabbling in consoles for the exclusives? A PC enthusiast.
3)Is it a person who is invested in XBL/PSN because that's where their IRL friends play, but they also have a rig that can handle the big game single player games.
4)Is it a person who mainly plays mobile and social games on PC, but spends plenty of time on consoles as well.
All of these folks would contribute to the infographic. But, If you have any knowledge of buying habits, you'd see that the only truly 'at risk group' for defecting the console market would only be group 2. This group obviously makes up for the lowest profit opportunity for console makers, because as you mentioned "they only buy games on consoles that they can't get anywhere else" IE, no licensing revenue potential from 3rd party games.
If you can provide any compelling reason why PC gamers in group 1,3, or 4 would leave the console market in significant numbers following this news, then you'd win the Internet.
But you can't. Because for them, Nothing has not changed. Consoles are still the ideal place for them to play, and if it's MS exclusives they want, they'll probably get them on console.
TLDR: MS has weakened that xb1 value proposition for the their least profitable segment of the the console market, the PC enthusiast. But they've more than offset that by vastly increasing the prospects of selling software to this group.
They've done nothing to change the value proposition of their remaining customers. But have increased the earning potential of their gaming division, which should likely lead to more gaming investment across the board. Which benefits xb1 users.