In the last few years there has been a big push in the movie industry to produce movies that are better in or more suited to the theatre than at home. 3D, Imax, etc. This is a direct response to piracy (and secondarily to people who wait to get the Blu-ray).

I think it's misleading to say that the spread of piracy is responsible for increased revenues, when the products themselves have been changing in a direction designed to generate more revenue in the cinema.