How Netflix Turned a Subscriber Crisis into a Pricing Powerhouse

In early 2022, Netflix lost subscribers for the first time in over a decade. The stock dropped more than 70 percent. But instead of panicking, the company made a series of counterintuitive moves: it launched an ad-supported tier, cracked down on password sharing, and raised prices on its premium plans. By 2026, Netflix is posting record margins. Lucas and Luna break down the specific decisions that turned a crisis into a durable business — including why the ad tier was a gamble that paid off, how the password crackdown actually grew subscribers, and what the streaming wars benchmark tells us about pricing power today. The S&P 500 sits at 7,578 and the Nasdaq at 26,955 — up 8 percent this month — but few companies have engineered a swing as dramatic as Netflix's from bust to boom. #Netflix #StreamingWars #PricingPower #SubscriberCrisis #PasswordSharing #AdSupportedTier #BusinessTurnaround #CrisisManagement #BusinessStrategy #MediaIndustry #RevenueGrowth #ProfitMargins #StockMarket #S&P500 #Nasdaq #FexingoBusiness #BusinessPodcast #BusinessSurvival Keep every episode free: buymeacoffee.com/fexingo