I haven’t heard Obsidian added to the list; just Arkane. But word from Sharma was that they’re doubling down on their biggest franchises, like Fallout, Halo, and Elder Scrolls, at the expense of smaller stuff. That’s the same strategy EA, Ubisoft, and other publishers their size followed until they realized that there’s nothing to replace the core franchises once their popularity wanes; then they found someone to buy the company off of them.