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Netflix's Strategic Pivot: The Hidden Recovery

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Created December 30, 2025

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Video Transcript

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Netflix lost 200,000 subscribers in a single day and their stock crashed 35 percent overnight.

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But here's what Wall Street missed. While everyone panicked about the numbers, smart investors noticed

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something wild. Netflix was bleeding subscribers in saturated markets but absolutely crushing it in

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Asia and Latin America. The real story wasn't about losing customers,

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it was about a massive strategic pivot. They slashed spending on generic content

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and doubled down on international hits like Squid Game. Within six months, the stock recovered

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everything it lost. The lesson? When a giant stumbles, look at where

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they're planting their feet next, not where they tripped. That's where the

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