It will lower hardware sales + xbox live gold services profits (less people will use xbox live, or get it).
It will give higher game software sales, which means higher profits from software.
Its hard to say, overall maybe a tiny boost.
I voted for "wont impact it much".
I think the "less hardware sales" + "less xbox live gold" services, counter the "higher software game sales".
The net "profit" is near zero, imo.