Key Facts
- ✓ Netflix plans to fully integrate vertical video feeds into its mobile application in late 2026 after approximately six months of testing.
- ✓ The company reported 325 million paid subscribers globally at the end of 2025, demonstrating continued growth in the competitive streaming market.
- ✓ Netflix generated $1.5 billion in advertising revenue during 2025 from its lower-tier subscription plans, contributing to total revenue of $45.2 billion.
- ✓ The streaming platform recently launched original video podcasts featuring sports commentator Michael Irvin and comedian Peter Davidson.
- ✓ Netflix is now hosting established podcast content including the Bill Simmons Podcast and other shows from The Ringer network.
- ✓ The vertical video feature currently allows users to swipe between promotional clips for Netflix films and TV shows, similar to TikTok and YouTube Shorts.
Quick Summary
Netflix is preparing to transform how users discover content on mobile devices. After extensive testing throughout 2025, the streaming giant confirmed plans to fully integrate vertical video feeds into its mobile application later this year.
This strategic shift mirrors the popular discovery formats used by TikTok and YouTube Shorts, allowing users to swipe through short-form content. While currently limited to promotional material, the feature represents Netflix's broader push into short-form content and direct competition with social media platforms.
The New Vertical Experience
The redesigned mobile interface will feature a dedicated vertical video feed that users can navigate with simple swipe gestures. Currently in testing, the system displays short clips promoting Netflix's extensive library of films and television series. Each clip occupies the full screen, creating an immersive viewing experience that encourages continuous discovery.
Users can swipe upward to move to the next video or downward to return to previous content. This intuitive navigation eliminates the need for traditional menu browsing, potentially increasing engagement time within the app. The feature represents Netflix's first major interface overhaul since introducing its mobile streaming capabilities.
Key aspects of the current implementation include:
- Full-screen vertical video display
- Swipe-based navigation controls
- Content focused on existing Netflix productions
- Algorithmic content recommendations
"You can imagine us bringing more clips based on new content types, like video podcasts."
— Greg Peters, Co-CEO
Expanding Content Strategy
Netflix plans to significantly expand the vertical video format beyond traditional promotional clips. During a recent earnings call, co-CEO Greg Peters outlined a vision where the vertical feed becomes a primary discovery tool for new content categories.
You can imagine us bringing more clips based on new content types, like video podcasts.
This expansion aligns with Netflix's aggressive push into video podcasting, a format traditionally dominated by YouTube. The company recently debuted its first original video podcasts, featuring high-profile personalities from sports and comedy. This represents a strategic pivot toward content that thrives in short-form, vertical formats.
The move positions Netflix to capture audience attention during brief mobile sessions, competing directly with platforms where users typically consume bite-sized entertainment. By integrating these formats natively, Netflix aims to keep users within its ecosystem rather than losing them to competing apps.
Podcast Expansion
Netflix's vertical video strategy coincides with a major investment in video podcasting. The platform recently launched several original podcast series featuring prominent media personalities.
Notable new additions include:
- Michael Irvin - Former NFL player and sports commentator
- Peter Davidson - Comedian and television personality
- Bill Simmons Podcast - Acclaimed sports and pop culture show
- The Ringer - Additional content from the popular media network
This content expansion directly challenges YouTube's dominance in the podcast space. By offering exclusive video podcasts alongside its traditional streaming library, Netflix creates a more comprehensive entertainment destination. The vertical video integration will serve as a promotional engine for these new offerings, potentially driving higher discovery rates than traditional search methods.
Market Position
Despite intensifying competition from YouTube and various social media platforms, Netflix maintains a commanding position in the streaming landscape. The company reported 325 million paid subscribers globally at the close of 2025, demonstrating continued growth in a crowded market.
Financial performance remains robust, with 2025 revenue reaching $45.2 billion. Advertising revenue contributed significantly to this total, generating $1.5 billion from lower-tier subscription plans. These figures highlight Netflix's successful transition to an advertising-supported model while maintaining premium subscription growth.
The vertical video integration represents a calculated response to evolving viewer habits. As mobile consumption continues to rise, Netflix's investment in swipe-based discovery positions the platform to capture younger audiences accustomed to social media interfaces. This strategic alignment may prove crucial for maintaining subscriber growth in an increasingly competitive entertainment landscape.
Looking Ahead
The vertical video rollout represents Netflix's most significant mobile interface change in years. By adopting proven discovery mechanics from social media platforms, the company aims to reduce friction between content discovery and viewing. This streamlined experience could increase engagement metrics and viewing hours per subscriber.
Success will depend on the platform's ability to balance promotional content with genuine entertainment value. As the feature expands to include video podcasts and other formats, Netflix must maintain its reputation for quality while embracing the rapid-fire consumption patterns of short-form video. The late 2026 launch will serve as a critical test of whether traditional streaming services can successfully compete with native social platforms on their own terms.







