I think that Microsoft's Game Pass has really changed the gaming ecosystem.

If you're not familiar it's basically "Netflix of Videogames" where for a low monthly price (compared to buying a game at full retail) you get access to whole downloadable/streamable library of games.

It's such an outsized value that it's a big reason to choose an Xbox console over a PlayStation and it's pretty clearly the driving force behind these acquisitions. More games in the library -> More Game Pass subscribers -> More Profit.