Netflix to restructure its program as it competes with gaming platforms every day

As YouTube, TikTok, and Instagram continue to dominate mobile viewing, Netflix is ​​rethinking its video-first approach. On Tuesday’s fourth-quarter earnings call, the company announced plans to revamp its mobile app and expand its video features, which it says will help boost sales. a new slate of original video games it was revealed last week.

Set to launch later in 2026, Netflix’s redesigned mobile app is designed to “help grow our business over the next decade,” CEO Greg Peters said. The change will serve as a foundation for continuous testing, allowing the company to “repeat, test, evolve, and improve” its offerings over time.

Central to the overhaul is the deep integration of vertical video feeds, which the streaming giant has become. to try since May. This feed displays short clips from Netflix shows and movies in a format familiar to users of TikTok and Instagram Reels.

“You can imagine that we’re bringing more movies based on new formats, like movie podcasts,” Peters said during the earnings call, also showing that Netflix sees short updates as a powerful tool to attract attention and increase the time you use the program.

Netflix is ​​also making a big push into video content – a sector in which YouTube has long been a leader. This week, Netflix released its own Podcasts first videoincluding performances by celebrities such as Pete Davidson and Michael Irvin. The company has also partnered with major podcast players to bring podcast libraries built into the platform, including links to Spotify and iHeartMedia.

Both of these show a lot of effort to find the content and daily activities on Netflix feel like a cross-platform experience. At the same time, Netflix has been careful to position its approach as an experiment rather than an adaptation. Speaking at the TechCrunch Disrupt 2025 conference, CTO Elizabeth Stone He confirmed that the company is not trying to become TikTok, but to strengthen its ability to find entertainment using the first phones.

During the earnings call, Co-CEO Ted Sarandos pointed out a major change in the advertising industry: services are no longer competing with each other, but with the entire entertainment industry.

“There has never been more competition for producers, consumer interest, advertising and subscriptions, the lines of competition around TV consumption have already begun,” Sarandos said. “TV is not what we grew up with. TV is now almost everything. The Oscars and the NFL are on YouTube … Apple is competing with the Emmys and the Oscars, and Instagram is coming.”

Sarandos also commented on Netflix’s changes to movies, referring to the company’s recent changes in its way of releasing movies as it does. plans to buy Warner Bros. This shows an opening to hybrid forms of distribution, where the line between video, download, and public content continues to blur.

In 2025, Netflix generated $45.2 billion in revenue, with advertising revenue rising to over $1.5 billion. In addition, Netflix crossed 325 million paid subscribers in the fourth quarter.