I don't know why you quoted me lol but nice write up.If Spartacus is real, it will start with ove 50M subs, around 2X the GP ones. Plus remember, having no top games day one there means it's profitable, or at least more than GP.
Then if we mix stuff mentioned to investors with their original PS Now long term plans announced in their original 2014 announcement, plus recent patents and the supposed Bloomberg (these guys frequently lie and spread fud to damage Sony, so maybe the Spartacus thing is a lie) they would implement several important things that would help them grow pretty fast:
-Plus and Now merged into a multi tiered service
-A download only PS Now cheaper tier without cloud gaming that unlike the othr PS Now one this one would be available worldwide and wouldn't require big ass bandwith and to be near the server for decent gameplay, so would sky rocket the subs
-Hundreds of more PS2, PS3 and PS4 games added highly improving the catalog, plus PS5 games in the future
-PS1 and PSP games added (probably cloud gaming only using the emulators available on the PS3s that PS Now has and using the digital PS1/PSP games that already were there)
-Heavy push on 1st & 2nd party games added, not day 1 but including most old games and not waiting that much to include future ones
-Bigger push to get 3rd party games there, both old classics and relatively newer games plus from time to time some day 1 game for smaller scale games (think past cases of Virtua Fighter 5 Ultimate Showdown or Rocket League)
-Cloud gaming also released for smartphones and tablets (both Google Play, iOS) and smart tvs
-Cloud gaming expanded to some countries more and incresing the number of servers
-Game streaming over 5G, with specific optimizations
-Improvements and optimizations in streaming tech reducing input lag and increasing image quality
-Improvements on the pricing/business model and promotions side
-Big marketing push
With all these things, plus considering they are also growing all their dev teams and acquiring new ones, and that PS5 is on track to break all userbase records once the chips issues allow them to release all the consoles they want (remember, a good % of them will get this service), I'm pretty sure they will continue dominating MS on game subscriptions without needing to include their games day one here.
Even if currently hit by the chips issue, PS4 and PS5 did broke many gaming history records regarding selling consoles and amount of games for them both in total and as average amount of games sold per console. In the recent years they also had a good growth on Plus and Now. Their game division revenue is also growing these recent years.
They are also growing all their internal gamedev studios and acquiring more studios plus combined with some things they said or numbers they shared, seem they are also investing more than ever in 2nd party and 3rd party games.
If we assume Zenimax games sold around 50M on PS4 that would be less than 3% of the over 1700M total games sold on PS4. If CoD generates let's say around $300M/year for Sony (a third of ~$3B/year that everything CoD generates in all platforms would be on PS and Sony gets a 30% of it), that's not even a 2% of the $25B yearly revenue of Sony gaming division. So even if MS doesn't do what they did until now and said that they will do and stop releasing all Zenimax stuff and CoD, and even remove all their old games already published until now from the stores the impact on PS gaming division revenue would mean a tiny % of their revenue, which pretty likely would be compensated by the growth Sony is experiencing in all areas.
So everything points that if Sony continues with their current strategy they will continue growing, no big changes or acquisitions are required to continue getting new customers and continue growing.
Because Xbox's branding, demographic, company culture, and style of games are all incredibly different compared to that of Nintendo's.The thing is, it would have distinct advantages over the switch or even potential switch 2, so I dont see why it would not appeal to the same people who would buy a switch.