, 4 tweets, 2 min read Read on Twitter
Netflix packed a lot of cherry-picked audience data into its Q2 investor letter.

The benchmark du jour: "How many households watched in the first four weeks":

Murder Mystery, 73 million
The Perfect Date, 48m
Always Be My Maybe, 32m
Dead to Me, 30m
When They See Us, 25m
Gotta love Netflix spin on losing Friends and The Office: now we have more $$ to spend on original content! Like if Netflix just spends those license fees on a few dozen new shows, they'll make up that lost audience easy! Color me skeptical.
More Netflix spin on all the new competition coming its way. Translation: "Well, they're not really competitors so much as they are other market entrants that will help demonstrate to consumers the power of streaming."

A rising tide isn't guaranteed to lift your boat, Reed...
One last Netflix investor letter excerpt: Very interesting to see the company push back hard here against the newly resurgent myth that advertising could become part of the service.
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