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Meanwhile, both sites traffic has remained stable -- as they have mostly been for several years.
My belief is that YPN has simply stopped displaying ads for untargeted countries (or stopped counting them). One of the two sites has a portion of its traffic from India -- about enough to account for the report differerence.
Is anyone else seeing this or know of some other explanation?
(*) I briefly added a larger website to YPN for about 2 hours on the 18th so I have mixed-up numbers for that date from YPN.
My latest guess is that there was simply a shortage of ads in one or more of my (overlapping) categories -- which I didn't notice while browsing around. :P