Ironically CoD being available more places could hurt Sony as people may opt to buy the game on one of the many new places you'll be able to play it. Sony would have been better off just signing Microsoft's deal in the first place as opposed to allowing CoD to expand to more markets.
Fair point. If you can pay monthly for a sub or cloud service, users could skip spending $70 or even buying a high-end PC/console entirely. Streaming/cloud has the potential to disrupt a lot of the high-end part of the industry.