Pure speculation here, but I think they know exactly what they're up to. In the case of Netflix, not simulcasting Stateside might be just them using other countries as guinea pigs before investing fully or unnecessarily. They still believe they can treat anime like any of their other shows; as long as it's an original or not available anywhere else, people will still tune in as much as countries with simulcast. They're now collecting the numbers to compare and study us.