Well, they're kind of right.
From a strict, spreadsheet-based perspective, Beyond Good & Evil was not a success.
I think they're missing some things, though.
As I think is amply demonstrated by the other comments on this article, it's possible for a game to earn a company goodwill even if it doesn't make mad bank. Rather than simply leaving all the less commercial (and potentially more innovative) works to the "indie" scene, I think the larger companies might be well advised to come up with a way to do them in-house, perhaps with a smaller team and a limited budget. Just as large movie studios may have spin-offs to develop and/or exploit films that aren't $200-million blockbusters, there's no good reason why a company like EA, Activision or Ubisoft couldn't have sub-studios to develop games that might be promising but aren't guaranteed platinum hits.
If one was willing to look past the quarterly spreadsheets, such a sub-studio could reap all manner of benefits. With looser strings, developers can create more risky, imaginative, and innovative works- and potentially, bring some of those innovations that are proven to work back into play when it comes time to make the next AAA title. It could also function as a sort of "light duty" rotation to prevent burn-out; top designers and programmers who have grown weary of churning out by-the-numbers shooters could work on passion projects with a real chance of seeing them actually come into being. Further, such a studio could give new and up-and-coming design staff a place to learn the ropes and spread their wings without the onus of a potential $50 million failure to make them fear for their future employment.
I don't think there are a lot of good reasons big producers couldn't create "quasi-indie" shops within their campuses. With a couple of million dollars and a dozen people (think Kickstarter levels), there's no reason talented people shouldn't be able to have a $20 game on Steam within a year. Unlike a lot of start-ups, these major companies have the infrastructure already in place. I'm inclined to suspect the only thing preventing them is not a lack of funding, but a closed-off way of thinking.