And how were they wrong, exactly?
Forza 5, Killer Instinct, Ryse...these were all 360 games bumped over to the XBO. Same from Crimson Dragon. TitanFall is a 3rd party exclusive, not 1st-party. Sunset Overdrive is a 3rd-party exclusive, not 1st-party. Forza Horizon 2 may or may not be coming out this year. Halo AE is a remaster much like TLOU; not a new game, just a port. And just like Sony indie games such as Resogun and Hohokum, stuff like Plants vs. Zombies Warfare doesn't get counted for whatever reason, so they're mute.
Those rumors were true, Sony already has 3 major 1st party exclusives on their system compared to MS's 2. On the surface MS looks in better shape but that's almost entirely thanks to moneyhats; not that I'm shaming them for it (typical business practice), but beneath the surface their 1st party output has actually been slower than Sony's.