They already have the dubbed content - no need to delay. And a big part of the content in question is aimed at people who can't listen in the original language

They already have the dubbed content - no need to delay. And a big part of the content in question is aimed at people who can't listen in the original language and are not OK watching with subtitles - namely, small kids. So yeah, they effectively did delay release for a big chunk of their audience here. It'd be an instant sub in my family, but as it stands, Netflix has more localized kids content (go figure). What they did is akin to Spotify launching in the US featuring only Swedish music, even if they had US catalogues available.