There will always be voices in agreement and voices in dissent. It is never 'everyone' and Spencer has had his detractors regardless what he does. Appeal to popular opinion doesn't make much of a case here.
You're saying they aren't functioning properly. But the evidence is quite the contrary. MS praised their award-winning output, and it's only been a year since that released. At Tango's 14th anniversary a month ago, Sarah Bond said "here's to many more"...one month from axing them. If they aren't functioning properly, do some positive management to bring them back on track. Unless they are
that far gone, it's irrecoverable. But, again, MS stated their reasons, that this studio is awesome but they want to focus on big Bethesda IPs.
At this point the "the studio was probably rotten and needed to go" theory is existing in a complete vacuum with no evidence. If there were some insider tweets coming out saying as much, you'd have something. If there was a GlassDoor opinion of the company telling us it's a mess, there'd be
something. But presently we have a clear cut explanation that fits the evidence provided by MS themselves. They thought the studio was great, loved its output, a month ago were cheering them on, but want to focus on big IPs now. We also have reports of comments like "Booty reportedly told Xbox employees that the company's studios had been "spread too thin - like 'peanut butter on bread'". Jill Braff, head of Zenimax Studios, reportedly added, "It's hard to support nine studios all across the world with a lean central team with an ever-growing plate of things to do… I think we're about to topple over."
But not one saying Tango was a bad studio with no future. The only evidence I can find explaining a potential justification is the head, Shinji Mikami, leaving a year ago after HiFi Rush, and maybe they couldn't fill his shoes? I'm doing your job for you here, though, actually looking for any justification the studio had to go against the evidence to the contrary.