They can call PS+ Spartacus and have some numbers, sure. We'll see what the service does for their revenue numbers, that's where the real victories are. Renaming subscriptions you already had doesn't net you much in the way of gains.
Merging PS Plus and Now into a single service means they will start with 50M and almost $1B/quarter in revenue they already generate.
If Gurb's pricings are correct, now it will be cheaper to have both PS Plus + Now, barely a handful dollars more per month than to have Plus. The intermediate tier would mean a smaller difference specially when you get a year, and even more when discounted or in cd keys stores. There are also many countries where PS Now (or xCloud/GamePass Ultimate) isn't supported, but they would have this intermediate tier available worldwide that would add hundred of downloadable games to PS Plus, like base Gamepass.
This tier should be appeal new subs, or at least make many to upgrade from base PS Plus to this intermediate tier. We also should see what games they add to this tiear and the streaming one, and what the demos are, which also can make some people upgrade to the top tier.
I think we'll see an increase on amount of subs, but more than that I think we'll see an increase on revenue. I think that the primary goal of Spartacus is to increase the ARPU of Sony game subscriptions (which would increase its total revenue), and that it's more important for them that their second more important goal: to increase the amount of subscribers.
They had the choice they said at the time they weren’t interested in subscription services. Until now when they see the success of gamepass and how it’s affect hardware purchases. So now it’s a forced choice for them.
Even if subscriptions report Sony only around a sixth part of their yearly revenue, they have the double of game subscribtion subscribers than Gamepass and and unlike Gamepass they are profitable for Sony. They are tweaking their subscriptions, but will continue being a minor, low priority business for them because subscriptions are a small part of the gaming business.
Gamepass didn't change anything, Sony continues having the biggest active console userbase and were selling consoles at gaming history record levels until got affected by chips shortages.
Sony's main business is to sell games and add-ons (mtx/dlc/passes) for their consoles followed by selling consoles, with subscriptions and accesories (and now movies & tv shows, or PC late ports) as secondary support business. Their revenue and profits keep growing year after year, and inside their different business they are also growing in many of thm. They don't need to change their main very profitable strategy, and obviously have no reason to switch it to a non profitable one.