Netflix redesigned its mobile application to include a vertical video feed. This strategic move aims to compete directly with social media platforms like Instagram and YouTube. The company seeks to integrate Netflix into users' daily content consumption habits, moving beyond its traditional role in long-form shows and movies.

Netflix projects a substantial increase in advertising revenue for 2026. Revenue is expected to nearly double compared to 2025. The company bets that incorporating short-form, vertical content will secure its long-term position in the competitive streaming landscape.