To put this quote into context:
"Now, on to gaming.
This quarter, we set all-time records for monthly active users on Xbox, PC, as well as mobile—where we now have over 200 million monthly active users alone, inclusive of Activision Blizzard King.
With our acquisition, we’ve added hundreds of millions of gamers to our ecosystem, as we execute on our ambition to reach more gamers on more platforms.
With cloud gaming, we continue to innovate to offer players more ways to experience the games they love, where, when, and how they want. Hours streamed increased 44% year-over-year.
Great content is key to our growth, and across our portfolio, I’ve never been more excited about our lineup of upcoming games.
Earlier this month, we shared exciting new first party titles coming this year to Xbox, PC, and Game Pass, including Indiana Jones.
And we’ve also announced launching significant updates this calendar year to many of our most durable franchises, which bring in millions of players each month, including Call of Duty, Elder Scrolls Online, and Starfield. "
Reading it into the whole context, seems he's talking about growing in mobile thanks to ABK and in console via CoD more than porting MGS titles.