I don't follow "the street" very closely, but as a gamer I know he became the very public face of Xbox One and everything about that product that caused the hug

I don't follow "the street" very closely, but as a gamer I know he became the very public face of Xbox One and everything about that product that caused the huge backlash against that product post-E3. The fact that they had to publicly back out of a lot of the early decisions he made suggests Microsoft saw some real numbers on how negatively the Xbox One backlash was hurting them (eg. PS4 vs Xbox One preorder numbers).