Probably because gaming is the predominant driver for both those companies. Take away gaming from both those companies, and they'd almost certainly be circling the drain. Take gaming away from MS, and Nadella's bonus would suck for 3 months.It matters because when we compare to Sony and Nintendo in a few weeks we can see how each company game division is doing.
Sony and Nintendo release net income for games why can’t Microsoft?
I think the disparity between MS and other gaming companies is lost on some people. For instance... If Sony could clone itself, it would need to do so 14 times in order to equal MS, and they'd still be at a disadvantage due to MS's track record at financial stability. Even as successful as Sony is, that gap is staggering.