It's stupid to be framing the discussion in terms of percentages, word definitions, etc. We are talking about a company here, and what they are interested in is money. That's the framing this discussion would be better off with.
Right now, Ubisoft has convinced themselves they can make more money by going the online route than they can with stand-alone games. Why that's the case is largely irrelevant - yes, they are blaming it on piracy, but who cares? If it turns out they are correct that they can make more money going online, does it matter if they are wrong about piracy?
At the end of the day, as PC gamers, we get to look at what they are doing and determine if it looks like something we want to be part of or not. If their online games are shit, well, off to other games. If they are good, then we can play them. Focusing on whether their piracy numbers are accurate or not, especially with no evidence to be had, is a waste of time.