Great OP. I generally agree, although I'd like to see Shawn Layden analyzed too. Especially since he comes off really bland and hasn't had the best entrance during the E3 - in fact, his section of the conference was pretty close to ruining the E3 for Sony in my eyes - it's lost all the momentum and he did nothing to salvage it.
And I think you're being a bit hard on Phil Spencer. As far as Microsoft PR goes, he's exactly the right mix of rockstar and bro to pick the company up and pretty much every time he shows up to speak he does great. Sure, he doesn't go as far as to openly challenge and address a lot of the earlier decision, he does a great job of making them seem like water under the bridge and presenting new, strong front.
In fact, as far as CEO PR battles go I'd go as far as to say that with all the changes, Microsoft is regaining ground and fast. Phil Spencer charges in, promising great future and doing a lot to continuously deliver in small, but significant increments, and on the other side we've got the front dented by the loss of Tretton and in his stead a guy who does god knows what.
*it should be noted that enjoying the show and having fun with the company PR personalities doesn't mean I think PR is those guys' main job. It's the most visible part of it, but it's most certainly just the tip of the iceberg and who knows, maybe Layden isn't such a bland wimp he seems to be