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Shadow1980 said:
Norion said:

Could it not be a mixture? Based on your data I think covid is the main reason but AC has caused a significant long term boost in Japan so maybe it could also be causing a long term boost elsewhere too though on a much smaller scale since AC is most popular in Japan. Either way whatever boost it did cause is probably over now outside of Japan or at least mostly over.

Of course it's a mixture. I did state that major system-selling software does sometimes have a residual effect extending into the next month. But I believe that the available evidence suggests that the "COVID bump" has been the primary driver for the improved sales from April onward.

I was meaning that the boost extended beyond April. I thought you meant it was impossible for AC to be a partial factor after April but if you didn't I apologize for misinterpreting what you said. I think it could've still given a boost in May as well though from the entire March to August period covid does seem to the primary factor based on the data.