My UK earnings alone were actually 151% July v June!
It really does depend just how much traffic one gets from France/Italy/Spain/etc as to whether it makes a big difference or not and also whether those visitors EVER click...I have some countries that seem to be totally averse to clicking:-(
August is already starting out well, specially compared to last year. Which is great because I'm pretty sure I'm going to need it to pay the electric bill. Judging from the way this year is going, it should average 150F all month.
Definitely some sort of Adsense strategy change for me. For the pats few weeks I've been getting low numbers of clicks with EPC higher than I've ever had before. Now I'm back to getting much more clicks, but with a reduced EPC. The net result is pretty much the same, so it doesn't matter much to me either way.