I would say it was probably crushing for MS to see that Sony still won, but I honestly don't think for a second that anyone at MSHQ would think that kinectless sku would turn the tides. As said before, it's over for MS, there's no chance to pull out the W. If they're getting beat in NA, they're out. And that's not considering WW numbers against them. Unless they slash the price significantly on the XB1 and secure numerous high profile full on exclusives, they need to just focus on turning out a profit at this point. They can't afford shareholders to be unhappy much longer.
Sony really hit a homerun with the PS4 in Walkman, Trinitron, PS2 style. Good on them. Now they need to focus their attention to the PS4 even more from a company wide perspective. I get their TVs are selling well again, as well as cameras, but their real strength is the PS4 and they need to go all in on it.
Ninty got it's expected mariokart boost. May trickle over another month but after that it'll be dried up until Zelda.