I've just been reading the comment's on Nintendo Life's Playstation sister site, they are filled with a 'I don't play those games anyway' kinda vibe.
I do believe it won't effect Nintendo much. The majority of those games don't come often to the system (or even at all) People buy Nintendo consoles for Nintendo games. But id be keeping an eye on cloud gaming if I was Nintendo as that enters into their usual stomping grounds.
However COD alone is a massive get for XBOX. For all the talk of how great Playstations exclusive's are COD was Playstations biggest selling game of last year.
I'd strongly argue a huge number of COD players are similar to the FIFA or Madden player and and just play them and a couple of other titles all year. They are not loyal to Playstation.