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.