The thing is that it's not 3.8%(of a yearly profit), it's more. First thing that you should understand is that the new season started today, that means increase in micro transactions since many people will buy and level up their battle pass. Second thing is that payments on their fortnite crew subscription are happening in first days of the month, so it means that somewhere around 8.5% of their subscription revenue this year will be there too. My estimate that the total number would be closer to 7-8% of yearly profit.

This also might push some people over the edge to buy things now, so the number can soar. But also: this isn't a holiday season, so the baseline might be way lower than the average.