to be fair, MS could give away more money than Sony and Nintendo are worth as a whole as still have way more money than both combined
they could toss the entire xbox division away right now and it would have virtually no impact on the company
And either Sony or Nintendo could have bought out Microsoft when it first got off the ground. Lehman Brothers died a spectacular death (that it totally deserved). The business world changes day to day.
"Yoshida told Re/code specifically that Sony intends to shift toward a "service-orientated" business."
Sorry not a direct quote but that doesn't sound like speculation.
You are aware that shifting doesn't mean ending all existing lines of business? Increasing their focus on a "service-orientated" business means just that, they will look to add more service businesses.
Nothing there can be used to infer the Sony leaving the gaming market. The PS and Vita seems to have gained a number of "service-orientated" options already.