I'm 50/50 on this because we simply don't know what it really means. Like of course, I have my personal preferences of what a restructuring would look like and if so, that'd be a great thing. But they could just as easily go another way which would just accelerate what I feel could be a longer-term decline.
Let's take the PC ports for example: if this restructuring is going to be them slowing down on that, scaling back the number of non-GAAS ports to that platform (at least until they get their own launcher established and find a way to monetize presence on the storefront w/o a sub but in a way that's non-intrusive) and extending the window of ports on 3P storefronts (for the games that do go to a 3P storefront) to 4-6 years (or later) for the AAA games....then that's something I feel could work.
It'd be long enough to not devalue the value-add those games would have as exclusives within the ecosystem, and even if they're Day 1 on SIE's own launcher (or have a 6 month-1 year delay there), at least that launcher is still in their sphere of influence. It's their launcher, so it's their vested interest. If the launcher becomes very popular, then even if that leads to a soft drop in console sales, it's ultimately SIE still retaining their customers especially if they also corral 3P support to it. If the launcher's a dud, then SIE don't end up eating into their console's value proposition and people will still mainly stay there.
But what do I
expect SIE to do on the front of PC ports? Simple: I
expect them to shorten the window of ports to Steam even smaller (6 months - 1 year), and probably even do Day 1 for certain 1P AAA non-GAAS titles. Which I thought would've been Death Stranding 2 (I still feel like that's gonna be a Day 1 Steam release now since KojiPro owns the IP rights and SIE likely won't publish it on PC), but it could just as easily be another game. That's what I expect them to do, why? Because it's the much easier strategy, and nets an immediate boost to revenue and profits. But it's also (IMO) a short-term, short-sighted strategy, that will eventually create long-term degradation to brand appeal on the console hardware side, mainly among a pocket of hardcore/core enthusiasts, which could mainly soften early adoption of future PlayStation consoles (i.e PS6).
That's why I'm approaching any talk like this with trepidation: it could
easily swing one way or the other, and long-term effects could change wildly as a result. What's more, I just don't have a clear read on SIE's or Sony Corp's thinking when it comes to PlayStation, so I can't even say they'll "for certain" do the change I feel would be better for them (e.g WRT the PC strategy) the way I would've a couple years ago.
From February (see below). Sounds like he wants to really go in on multiplatform sooner.
If that's confined to pushing their own PC launcher and leveraging such a push there....fine. Maybe would still be too soon IMO, but at least they'd retain maximal vertical integration/sphere of influence in the ecosystem and fully synergize software across platforms. Plus, they'd be able to push for 3P support on their storefront and if Valve & Apple show anything, that's where most of the real money comes from with having your own storefronts.
But if instead it means them pushing for shorter (6 months, for example) windows between console & Steam, or even Day 1 going forward for most/all their big games to Steam....well, they'll have an Xbox Series moment with PS6 and then look clueless asking "what happened to our console sales!?" when they had a competitor show them years ago exactly what'd happen.
Like, I don't expect PS6 to have as bad a collapse in install base as XBS has had vs. XBO, but that's mainly because PS's ceiling is higher and so too is its floor. Provided they don't make
ALL of the same screw-ups Microsoft did over the years (WRT their console, Day 1 Steam was just one of quite a few from MS), their floor would remain notably higher. But they're still gonna feel a drop, particularly among early adoption rates.
Which will have some knock-on effect (to varying degree) upon adoption rates later in the gen, especially so if pricing trends mirror what we've seen this generation.