Ghost of Tsushima releasing on ps4/ps5 in november is a horrible idea imo.
The game would've to fight against Assassin's Creed: Vikings and possibly Breath of the Wild 2...
I'm sure it wouldn't bomb but i can't see a reality where the hype of Breath of the WIld 2 isn't suffocating almost every other major release. Ubisoft can't be that happy either.
Last gen i'd agree with your overall point, it's better to release in a less crowded window. But Sony's big studios have not only been doing ok, they've been arguably the type of game that others should be trying to avoid.
Also Q1 has been loaded with big games for about 4-5 years in a row, Publishers aim for holiday release and then get delayed at the last minute. you can't run away from competition anymore.