Always a shame to see true multi-platform studios gobbled up but I think Ninja Theory has been struggling to remain operational for years. Secure funding should allow them to focus on making games.
I don't know anything about Compulsion. Playground and Undead were basically Microsoft already so I don't see much impact there, not unless this means expansion.
Besides Ninja Theory, the other big piece of news is the new studio. Since it's run by the former head of Crystal Dynamics, does this mean Phil finally gets his own Uncharted? They badly needed a new AAA cornerstone and this looks like a big step in that direction.