Your right, there is still demand, but without knowing better numbers, we don't know much beyond that.
Plus if this is just a return to the average, then you can't say that the new SKU had much of an impact. Andy made a compelling case.
It wasn't just a return to average though. Andy included June in his average (and also only included April and May and not anything else). It was well above that average, and above every month this year save the two surrounding Titanfall, which should be expected. And there's nothing going on as far as games. I'd say it did have an impact.