Netflix plans to redesign its mobile app to compete with platforms like TikTok and Instagram, focusing on short-form video and video podcasts. The updated app will feature vertical video feeds and aims to enhance content discovery and user engagement. Co-CEOs emphasized the need for experimentation in their approach to integrate social elements without directly imitating competitors.

Netflix plans to launch a significant video podcast offering in early 2026. The company is actively approaching talent agents to secure existing shows and has already struck deals with Spotify Studios and The Ringer, aiming to build a library of popular podcasts. They are also in talks with iHeartMedia for exclusive content.

Netflix plans to enter the video podcast market, aiming to capitalize on the growing trend as audiences increasingly prefer to watch podcasts. Co-CEO Ted Sarandos highlighted the blurring lines between podcasts and talk shows, suggesting that video podcasts could be integrated into the platform by 2025.