However, when you look at how many of those are GoDaddy transferring in their own domains from their other properties, it becomes an actual loss.

If NameCheap is to be trusted, they had like 80K come in the week before, and another 36K come in with their anti-SOPA coupon code.

Also, you are ignoring the long-term effects of this - most geeks will no longer touch them with a 10 foot pole. They lost some major customers. This is going to actually hurt them.

I am still getting emails from my domains that were brought transferred out during the last week in December. I assume that this count is based off of when the domain is actually transferred out as opposed to the date that the process is initiated.