Imagine next year announcing that MS is acquiring Ubisoft. All of assassin’s Creed exclusively on Xbox would be amazing and the amount of support studios that would bring to help push content out would be amazing. That plus au is off has some nice PC franchises as well that could help Microsoft with PC Gamepass.
Unless MS is able to get a major Japanese company, I don’t see Ubisoft as being a bad choice and they are much cheaper than Activision and making their games exclusive would definitely help with making people switch over to Xbox as no matter what people say Ubisoft games do sell really well!