I really don't agree. I tend to find vague future speculation to be almost uniformly meaningless.
I'm not saying you're wrong: I'm saying I'll believe it when I see it. For now Activision is doing much better than virtually all of its large scale competitors. This generation has been a good-but-not-great one for Ubisoft, a weak one for Take 2, and a disastrous one for EA: could that turn around? Yes. But I'll wait for that to actually happen before I change my analysis.
You can claim that this is all just about to change and just you wait Activision will get its comeuppance: I could turn around and make speculation about why that won't happen (for example, they are in a position to buy comapnies like Take 2 right now, while virtually no one else is, which gives them a long term advantage). I think both are silly until we see what actually happens.