I have a simple explanation.
1. Recession: I.E. people who aren't keen gamers are going to put it lower on their list of priorities. So going outside in the middle of summer during a recession is going to be a little bit more appealing than it used to be. That oil spill doesn't help confidence much either!
2. Time of year. Since they often less keen gamers they are more likely to recieve a greater proportion of their software library as gifts. This time of year simply isn't gift giving season.