To be fair, they are too big.

They just have too many employees and costs. The way they’re organized, they’re stuck with gigantic budget, milquetoast, broad appeal games just to attempt sales they need to break even, with all the inefficiency that comes at that team size… unless they fire a ton of people and split up the rest.

---

My observation over the past decade is that “medium size” is the game dev sweet spot. Think Coffee Stain, Obsidian, and so on.