The Pivot Podcast with Fexingo: How Businesses Change Direction and Survive Disruption

In 2013, Adobe announced it would stop selling Photoshop and Creative Suite as boxed software and move entirely to a cloud subscription model called Creative Cloud. Shareholders hated it. Revenue dipped. Competitors smelled blood. But within five years, Adobe's market cap had tripled. In this episode, Lucas and Luna unpack the most aggressive subscription pivot in enterprise software history — how...

In this episode of The Pivot Podcast, Lucas and Luna examine how Patagonia transformed from a climbing gear company into a model for purpose-driven business. They trace founder Yvon Chouinard's journey from selling pitons to pledging 100% of voting stock to the planet, diving into the numbers — including the $100 million valuation of the Patagonia Purpose Trust and Patagonia's Holdfast Collective....

In this episode of The Pivot Podcast, Lucas and Luna examine Spotify's audacious bet on podcasting—a pivot that cost over $1 billion in acquisitions and transformed the company from a music streaming service into a multi-format audio platform. They explore CEO Daniel Ek's rationale, the $340 million purchase of Gimlet Media and Anchor, the exclusive Joe Rogan deal, and the shift in strategy that n...

In this episode of The Pivot Podcast, Lucas and Luna explore how Nintendo—a company founded in 1889 making hanafuda playing cards—survived multiple existential crises by pivoting into toys, arcade games, and eventually home consoles. They focus on the critical decision in the 1960s when Nintendo faced near-bankruptcy and president Hiroshi Yamauchi bet the company on a new direction. Lucas explains...

In this episode of The Pivot Podcast, Lucas and Luna unpack the moment ARM Holdings — the company whose chip architecture powers virtually every smartphone on Earth — broke its own 30-year licensing model to survive the rise of RISC-V and the shifting priorities of its own customers. They walk through the 2023 IPO, the shift to version-based licensing, and why ARM’s decision to charge more for les...

In 2007, Netflix was a DVD-by-mail company with 7.5 million subscribers and a market cap of about $1.4 billion. Its streaming service, launched that year, was a side project playing fewer than 1,000 titles. This episode traces the internal pivot that saved Netflix from obsolescence: the decision to split the DVD and streaming businesses in 2011, the disastrous Qwikster announcement, and the subseq...

In the premiere episode of The Pivot Podcast, Lucas and Luna explore business transformation through the lens of Leica Camera AG, a 111-year-old German company that faced near-extinction when digital photography upended its film-based business. Using Leica's story as a springboard, they discuss what makes a pivot succeed or fail, drawing on examples from Netflix, Nokia, and Fujifilm. Lucas unpacks...