I think a change in course for the company as a whole already started now that the tech world and Nadella is obsessed with the next big thing; AI. I suspect they'll be putting obscene amounts of money into that to fight Google, who unlike Sony/Nintendo, have a similarly ridiculous war chest of cash.
Put it this way - what industry do you think MS sees as more profitable and has the potential to be a more disruptive tech right now, console/cloud gaming or AI? It's clear to me the latter would be the clear favourite.