What companies? I know this accusation was leveled at WoTC but who else?
Anyway I do not buy it. However, I would like to make a point.
We do not know the current state of the hobby, not really we do not have access to the data. Like the Blind men of Hindustan we only know the bits we touch.
In the wider world there are some interesting social phenomena in action right now and I, for one is not sure of all the ramifications but I think they will have a profound effect on how people work and play. I am refereing to social media, widespread use of moblie phones, smart phones and cheap computing.
I do not think that the numbers playing rpg face to face on tables will grow by much. I think that VTT use could increase the numbers if the VTTs are easy enough to use and it would help of modules were published in formats that allowed them to be "installed" in to a VTT by running a simple script.
But that will not grow the hobby by much.
I think that the boardgames (Ravenloft etc) are a good idea and also WoTC should be thinking of leverging the brand IP is some other types of games. An Ebberon RTS or Sharn facebook game. This creates an awareness that there is another kind of game at the back of this and some people will be curious enough to find out more.
If when they look for the RPG behind those games they find tools that allow them to connect with players from the get go that would grow it faster.