"Win" and "lose" aren't really valid metrics here. Will MS gain back the customers it lost because of this? Probably a few, but for the most part the camps have been drawn up - hardcore gamers on the PS4, social gamers on the XBox, and Nintendo pretty much coasting along on the strength of its first party titles like it has for almost 20 years now. Anyone who actually cares about the XBox's DRM requirements aren't going to just shrug and forget about them, and no amount of catching up to Sony on policy matters is going to change the fact that their machine costs $100 more and has something like half the graphical capabilities. Microsoft's main advantage is going to be that the 360 managed to be the de facto platform for multiplayer (despite being the one that forced you to pay for it) and that sort of social network carries a lot of inertia with it - one guy in the clan or whatever migrates to One to play the new Colladuty, and now everyone else has to get the same system to stay with the group. Beyond that, they don't have much of a convincing argument, and "Not as terrible as originally thought" doesn't really substitute.
History has shown repeatedly that the qualities of the console itself don't really matter for a hill of beans after the first year, though. Winners and losers are determined solely based on the system's library. Between the two competitors (Nintendo is really off in its own dimension), XBO's got the advantage with a Halo, but it's too damn early to say that that alone is going to help them "win" this generation, especially since Halo isn't really the silver bullet it used to be (who else here forgot that Halo 4 was already released?). So there's no point in opening up a casket for Microsoft no matter how badly they fuck with the system, at least not until some major publishers make noise about abandoning the platform, which probably just happened somewhere in the back rooms and is probably the real reason Microsoft has started to backpedal.
