There's not only the Live plus seven time shifted DVR or On Demand cable viewing, there's all the alternate platform viewing; and the binge watchers who come in at some point (usually in the Live plus 30 day data).
I've said before, and what little that has come out tends to support the view, that TAR's overall viewership at the Live plus 30 level is unchanged over many seasons of the 10-11 million range we had over all of the early seasons before time-shifted, cord cutting, and online or downloaded viewing became the rule rather than the exception.
What is significant about these numbers for this season and last year is that those live numbers are stable if not rising slightly in an environment where average live viewing of broadcast network shows and live plus same day and live plus three overall has dropped another 15-20 %. It does support CBS's decision to use TAR on Friday nights as it is not affecting the ultimate size of the viewer audience for TAR, it's just not all at the time the show is going out live on the network feed.