Alex They will/should get a decent bonus/bounce as they bring franchises over to PS, plus a larger market for future games in those key franchises too. They also still have a lot of big studios and games (CoD).
I see them becoming more focused on software/service and less on the hardware. Any future hardware will be more closely tied to a windows/PC core. I don’t think GamePass will come to PS, there is nothing in it for Sony. I think they have been pretty clear they don’t see that model as a good one.