I think Ubisoft and Square Enix are the two best choices.
Ubisoft seems to be churning out disappointing games. Haze is just the latest. They'll probably continue to do fine, sure, thanks to the shovelware on the DS, but their reputation might very well take a massive hit, making them just a shovelware company. Maybe not though, they do still have a few top notch games. I'm undecided.
Square Enix is a good, if obvious, choice. Everyone knows how much they rely on Final Fantasy. A two year delay on XIII is not good for business. If the game is disappointing, it could be disastrous for them. Their moves following that might be Dragon Quest delayed, Kingdom Hearts delayed and then bankruptcy.
I could see Take 2 kind of becoming Rare-like if EA ever successfully completes their takeover bid.
My consoles and the fates they suffered:
Atari 7800 (Sold), Intellivision (Thrown out), Gameboy (Lost), Super Nintendo (Stolen), Super Nintendo (2nd copy) (Thrown out by mother), Nintendo 64 (Still own), Super Nintendo (3rd copy) (Still own), Wii (Sold)
A more detailed history appears on my profile.
