Really? I can understand a piece of software both being one of a kind and severely overpriced, such as Windows, being pirated. In that case I think it's correct to almost equate piracy with a lost sale. Granted you would have to assume that people would have bought it without the cracks being available. More likely potential buyers remain on an older version, or in extreme cases find an alternative.
I've also worked at places where a piece of software was integral to running the business, but gouging via license fees forced them into creative setups to work around it.
I've not actually heard of a software company going out of business due to piracy. Mismanagement or other bone headed crap, sure. Piracy tends to follow popularity, and in my experience money follows that.