Arms will not get anywhere without massive buffs. Cleave fights or otherwise, its scaling is quite simply: shit.
RPPM changes may or may not change much for us. It will lower other classes, but I highly expect them to see damage buffs to compensate. Likewise, I could be wrong but I believe that the top two Warrior trinkets next tier are ICD, not RPPM anyways, so the difference for us is moot anyways.
Lastly, I don't know what kool-aid your drinking from if you think we are getting a "good defensive overhaul".
The Stance change is a joke, there's absolutely no point to it. The only benefit will be if you screw up and hit the wrong stance maybe; and the difference between 3 seconds and 1.5 on your dps is almost insignificant. Unless they expect us to constantly cycle stances, I honestly don't know why they added it. Infact the whole reason for making it 3sec in the first place was so that people couldn't constantly dance and had to "think" about which Stance to use (which worked out real well ).
The Shield Wall change is a slight DPS increase, but more than that it was just a sorely needed quality of life change. Its only a defensive buff in so much that people will actually use it now, because it won't cause them to lose DPS.
Call those defensive buffs if you want, but we really didn't see any Defensive buffs that put us near on par with other classes.
Don't get me wrong, I still love the class, just really wish that we would get some worthwhile changes. Most of our talents are complete garbage, damage is at best mediocre and our rotations are full of design flaws (for both specs). GC tweets did indicate we would be seeing some DPS tuning love. I just hope it makes a difference.
This whole expansion has been woefully short on Warrior love.