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I feel like that's a giant factor. We saw Netflix with similar surges (and subsequent decreases) during the height of the pandemic. PS5 scarcity + looking for something to play really heightened demand for the console. Now people have the ability to see friends and the requirement to go back to work. They're still buy 1-2 games every 6 months, IMO, but games 2-5? Those won't be bought until next year.

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