My take is they're so comfortably in the lead that right now are using this margin to get some downtime for developers. I'm not sure it was the most appropiate time, but it probably had to be done at some point. It's just unusual. Since Infamous and MLB released in 2014, this is probably the quietest start of a year for PS4 exclusives. Of course, the full picture is that third-parties are hitting all the right notes on the system, so it's reasonable they wouldn't want to compete with Capcom, S-E and the rest. Saturation is bad business, after all.
The silence is what gets me. But I hope once they decide to talk, it's gonna be worth it.