"Netflix is teasing a redesign of its mobile app for later this year, and it may introduce short-form vertical video to help compete with Instagram, TikTok, YouTube Shorts, and even other streaming services. The streamer has been testing short-form video since May 2025, and it appears the brand may soon be ready to introduce it. Rumors suggest it will include video from shows and movies, trailers, and original content, such as clips from Netflix's 30-plus new video podcasts."
"Netflix's fourth-quarter earnings call on Jan. 20 saw the brand begin teasing the introduction of what co-CEO Greg Peters calls tech to "better serve the expansion of our business over the decade to come." Peters brought up the redesign when asked why the brand hasn't yet introduced vertical video, even though rivals like Disney+ have announced plans to do so. Peters said the tech will become a platform for it to "iterate, test, evolve, and improve our offering." This suggests the brand isn't yet sure what will prove successful in vertical video on Netflix, but it believes there's a future for the tech."
"Netflix used the earnings call to confirm that its ad-supported plan is proving a success, generating $1.5 billion in revenue in 2025. The brand believes it will double that in 2026, estimating it will reach $3 billion in revenue from the plans. It appears this is the revenue generated from subscriptions and the ads shown. The high revenue is also partly due to Netflix's price hikes, which saw its ad-supported plan jump from $6.99 to $7.99 per month at the start of 2025."
Netflix plans a mobile app redesign later this year that may add short-form vertical video to compete with Instagram, TikTok, YouTube Shorts, and other streaming services. The streamer has tested short-form video since May 2025 and may include clips from shows and movies, trailers, and original content such as clips from more than 30 new video podcasts. Co-CEO Greg Peters described the tech as aiming to "better serve the expansion of our business over the decade to come" and said it will be a platform to "iterate, test, evolve, and improve our offering." The redesign also aims to surface TV shows and movies more effectively for mobile viewers. Netflix reported $1.5 billion in ad-supported revenue in 2025, expects $3 billion in 2026, and raised its ad-supported plan price from $6.99 to $7.99; new AI-powered advertiser tools were also teased.
Read at PCMAG
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