I think this might be something that Netflix is overlooking. The community-like aspect of watching something simultaneously with the rest of the word is extremely powerful. The Twitch generation could prove that live broadcasts or some kind of time-locked release schedule is much more likely to build momentum.

Granted, Netflix's data is probably much more convincing than any vague feeling of community, but I wonder if the "indulgent viewing" they mention is the side-effect of our brains failing to cope with sudden overflow of stuff to consume.