Yikes on bikes, that list is really not great. STALKER 2 and Bright Memory Infinite are missing now which suggests they got delayed to 2022. They have 3 games on there that aren't Xbox exclusives; Psychonauts 2, Yakuza Collection, and Yakuza 6.
Meanwhile Sony currently has scheduled for 2021: GT7, Ratchet & Clank, Deathloop, Ghostwire Tokyo, Horizon: Forbidden West, God of War Ragnarok, Kena, Returnal, Guilty Gear Strive, Stray, Solar Ash, Goodbye Volcano High, Jett: The Far Shore, Neptunia ReVerse, and possibly FF16 (it looked further along in development than Project Athia, which Sony has scheduled for January 2022). Now of course some of those will probably get delayed, I just can't see both Horizon and God of War making 2021 for instance, but even if some of Sony's games get delayed they still have a stronger line-up.
MS badly needs to do something about this situation. If Wolfenstein 3, Starfield, or Hellblade 2 have any chance of making 2021, MS needs to try and ensure that they do with extra developers on the projects or something. Phil really needs to put aside his anti-hatting stance and hat timed on some 2021 AAA 3rd party that hasn't been announced yet, something like Saints Row 5, which should make 2021 considering it has been in development since 2015.
Zero chance God of War Ragnarok or FF16 (especially FF16) make 2021 Imo, I also think Ghostwire Tokyo will slip into 2022 as well (currently scheduled for Oct, could easily slip into 2022, especially since Tango is a small studio of sub ~100 developers, also I think it would be better for them purely from a market perspective, Ghostwire will be lost in Holiday Imho).
If Microsoft can get Forza Motorsport and Starfield for Holiday, that'll be good enough if the above get delayed and providing Starfield is exclusive but I don't really think about what Sony has As long as I'm getting games I want to play I'm happy, and of course Game Pass/Xbox needs to be pushed, which Starfield, Halo and Forza will do.
Originally thought stock would be fixed in Q1/Q2 but stock is still looking downright awful so maybe I was being a bit optimistic, gives them a little leeway at least.