I'm wondering if the third parties they talked to are the likes of SEGA, the likes of Take Two or the likes of Nicalis.
Because if it's current partners who they have a good relationship with? Not bad, but I doubt they would have received it poorly. If it's partners that they have little to no relationship with, that's pretty nice. But if it's just smaller, indie developers who they are calling third party (because they technically are) then that doesn't bode all that great with support.
As for guessing what it is, the more I look at it the more I can't wrap my head around it. They launch too early, they kill their Wii U fans and piss them off to not wanting to buy in again. They launch too late, they kill their profits and leave the company in jeopardy. They've mentioned it's a 3rd pillar like they did the DS, which would hint at an earlier death kill for a console (poor GBA) but also a distinct new way to go about. Basically, there's too many contradictions here and because of that it's impossible to guess what they're doing.