He has said repeatedly that he thinks Microsoft won. To be honest, I see that as a given now.
The questions now for me is by how much and how big the month was for both.
Im not sure the 1 million+ estimates are going to be right (even mine)
To be honest he also said that the GTAV/TLOU was a very limited thing if I'm not mistaking.
They shipped tons (they were more stocked than MS according to the rumors here) and tomorrow there's an other restock coming.
This is NOT to discredit him, just to say that it's very difficult that a single person can get the whole picture until we get the numbers.