Specifically, he calls out PlayStation VR as a result of the new company. Since the announcement this past January we've seen SIE finally give us aprice and release window for PS VR, and, weirdly, word that the firm was going back to the mobile gaming money pit with ForwardWorks. Maybe the latter could be the success that PlayStation Mobile never was. After all, Miitomo seems to be doing pretty well for Nintendo so far.
And hey, the new company's name rolls off the tongue an awful lot easier than Sony Computer Entertainment America/Japan/Europe ever did, so at least there's that. With E3 just over two months away, it probably won't be too long before we see what else SIE has up its sleeve.