Random thought I had earlier, if we are getting more studios (and all the signs are that we are) what are the odds that said studio(s) use UE4?
I only ask because all the studios bought (except for PG, who might still be using it for the RPG) use UE4, and a lot of the studios that are a similar size to NT and Obsidian (Asobo, 4A, Ready at Dawn, IOI) use their own proprietary engines, I can't help but feel MS aren't interested in studios that don't use UE4 (side note Bloober used UE4 for Observer, so they'd be a candidate).
That seems like a silly and arbitrary requirement to me.