Netflix just admitted something big. Your phone matters more than your TV now.
The streaming giant announced plans to flood their mobile app with vertical video content this year. Think TikTok-style clips from Stranger Things. Vertical snippets of WWE Raw. Bite-sized moments from their biggest hits. All designed for one-handed scrolling while you’re supposed to be working.
Plus, they’re completely rebuilding the mobile interface. Because apparently, the current app isn’t phone-obsessed enough.
Instagram Is Now the Enemy
Netflix co-CEO Ted Sarandos dropped a truth bomb during Tuesday’s earnings call. Social media apps aren’t just distractions anymore. They’re direct competitors.
“The Oscars and the NFL are on YouTube. Networks are simulcasting the Super Bowl on linear TV and streaming,” Sarandos said. “Amazon owns MGM, Apple is competing for Emmys and Oscars, and Instagram is coming next.”
That last part stings. Instagram, a platform for vacation photos and cat videos, now competes with Netflix for your attention. So Netflix is fighting back by becoming more like Instagram.
Makes sense in a depressing sort of way.
Vertical Video Podcasts Are Coming
Co-CEO Greg Peters revealed testing is already underway for expanded vertical content. The current mobile feed shows short clips from Netflix shows and movies. But that’s just the beginning.
Soon you’ll see vertical snippets from video podcasts. Netflix is adding podcasts to their main service this year. And naturally, they’ll chop them into phone-friendly vertical clips for the mobile feed.
“You can imagine us bringing more clips based on new content types, like video podcasts,” Peters said. “We’ll bring the sort of appropriate components of that into that vertical video feed.”
Translation? More scrollable content. More reasons to stay in the app. More ways to hook Gen Z viewers who think 30-second clips are too long.
Gen Z Doesn’t Watch TV Like You Do
Netflix isn’t doing this for fun. They’re chasing younger viewers who consume content differently.
Gen Z grew up on TikTok and Instagram Reels. They expect vertical video. They prefer 60-second clips over 60-minute episodes. They discover shows through social media snippets, not traditional marketing.
So Netflix is adapting. Vertical clips from competition series Star Search. Quick moments from KPop Demon Hunters. Highlights from Stranger Things that work perfectly for sharing.

The strategy targets how younger audiences actually watch content. Even if that means chopping prestige TV into thumb-stopping chunks.
Hollywood Goes Vertical
Netflix isn’t alone in this shift. “Vertical” became Hollywood’s favorite buzzword practically overnight.
New production studios now specialize in mobile-first content. Vertical micro-dramas exploded into what Variety calls “a multi-billion dollar global phenomenon.” Other streamers are watching Netflix’s vertical experiments closely.
Expect more platforms to follow this trend. Because if Netflix proves vertical content drives engagement, everyone else will copy it within months.
That’s how streaming works now. One company innovates. Ten others imitate.
Mobile Interface Getting Complete Overhaul
Beyond vertical content, Netflix plans to rebuild their entire mobile experience later in 2026.
Peters described it as a foundation for the next decade. Similar to how they evolved their TV interface over time, the new mobile app becomes a platform for constant iteration and improvement.

“We’re going to roll this out later in 2026, and just like our TV UI, it then becomes a starting point,” Peters said. “It becomes a platform for us to continue to iterate, test, evolve and improve our offering.”
Translation? Expect constant changes to your Netflix app. What you see in December 2026 won’t look like what you’re using in January 2027.
The Uncomfortable Truth About Modern TV
Here’s what Netflix’s vertical video push really means. Traditional TV is dying faster than anyone wants to admit.
Sarandos put it bluntly: “TV is not what we grew up on. TV is now just about everything.”
The Oscars stream on YouTube. The Super Bowl simulcasts on traditional networks and streaming platforms. Amazon owns a classic Hollywood studio. Apple chases Emmys. Instagram competes for viewing time.
The boundaries between TV, social media, and streaming disappeared. So Netflix is evolving into something that’s part streaming service, part social media feed, part video app.
Whether that’s progress or a race to the bottom depends on your perspective. But Netflix clearly made their choice. They’re betting vertical video and mobile-first experiences represent TV’s future.
Your couch is still there. Netflix just thinks your phone matters more.
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