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Microsoft's willingness to work with competitors leads me to believe (something I've been suspecting for a while), that maybe they're looking for a way to lighten the burden on their game division.
Between the PS4, Switch, and XBox live on PC, there's just not as much of an immediately practical reason to get an Xbox One these days, unless you don't have a PC powerful enough to run their games. Add to that, they're not really pushing for a ton of 1st party exclusives like they used to.
I don't see them going 3rd party any time soon, but like Nintendo seemingly merging their portable and console division while also reaching out towards mobile, Microsoft seems to be trying new things to keep the brand alive and the revenue flowing.