My money on the next big player is Amazon.
They're rapidly expanding (or acquiring) very solid tools and services in gaming:
- AWS is still huge for game servers.
- Twitch is still the #1 streaming platform.
- Lumberyard could be a great game engine.
- Amazon obviously has digital distribution power.
- They've acquired or invested in several studios.
- And Amazon has plenty of capital to keep investing.
I actually expected some type of partnership between them and Sony ala Spotify. Bring Alexa to consoles. Have them provide the back end for PSN and they could work with Sony on original content. Maybe implement instant video into PSN etc....
It's not outlandish and would be a win win.