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These are bad numbers for just about everyone.

Sony needs a better holiday than that to hit their sales targets unless their plan is to flood the retail channel with stock in like Feb/March and run. Spider-Man 2 should be doing more to move hardware than this.

Switch 1 is definitely showing its age and Mario hasn't been able to give it an uplift. No.3 behind even XBox is not great. Switch 2 has to be 2024 and at this point, the sooner the better. If they can get it out by summer 2024 or something at this point, I think you would want to do that. 

XBox is well ... XBox, this generation seems like a write off for them and will just be used to get all their new acquired studios up to speed for the next hardware. At least they can crow about being no.2 in units sold for November above Switch.