Matt cites three claims that are dismissed (antitrust, monopolization, and extortion), which based on my skim are really two claims. The first, as you say, is dismissed with leave to amend. The second is dismissed without leave to amend. The first is given the opportunity to be amended, but the dismissal demonstrates serious flaws in the legal argument that they will have difficulty recovering from. I think it's fair for him to celebrate this as a win.