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That tweet is definitely confirming it, business update says it all.

I still think this was a decision made last Holiday, I also believe still it comes from Microsoft, in the emails Phil was all in on exclusivity and out of nowhere decided to make all Zenimax titles exclusive to what looked like the annoyance of his CFO, Lmao.

Plus if it was long term, they simply would have told the FTC/CMA...Or the FTC/CMA would have found it out when they gathered thousands of emails from Microsoft. So it's very evident that this decision was made Holiday 2023. Something broke, I'm curious what it was. Probably after ABK the number crunchers came in since Xbox has big responsibilities on its shoulders now.