The thing is, it's not one household. Every other company I'm in touch with in the audio software world (quite a few) had a banner year. Yes, the pandemic helped us by forcing lots of people to be stuck at home and turning to that song they'd always meant to record/write. But it was the icing on the cake for a market that generally continues to improve, despite stupid levels of competition.

Now of course, if by "household" you meant "the entire niche of audio software", then sure. Or maybe even more broadly, "the entire niche of creative software", then even more sure.

But these are not tiny niches, even if they are small.