Netflix is quietly revolutionizing how we watch video—but it’s not trying to dethrone TikTok. At the TechCrunch Disrupt 2025 conference, Netflix’s Chief Technology Officer, Elizabeth Stone, dropped a bombshell: the streaming giant is doubling down on vertical video experiments for mobile users. But here’s where it gets controversial—while Netflix is clearly adapting to how we consume content on our phones, Stone insists they’re not in a race with TikTok or other short-form platforms. So, what’s the real play here?
Stone explained that Netflix is simply meeting viewers where they are—sometimes we want a full movie night, and other times we’re craving bite-sized, ‘snackable’ content. By expanding vertical video options, Netflix aims to cater to both moods. Earlier this year, they started testing a vertical video feed on mobile, letting users scroll through short clips from their original shows and films. The goal? To spark curiosity and lure viewers into watching the full story. And this is the part most people miss—Stone hinted this feature could evolve into something much bigger, possibly integrating user-generated clips from Netflix’s ‘Moments’ feature, which lets fans capture and share their favorite scenes.
But let’s pause for a second—is Netflix subtly dipping its toes into social sharing territory? Stone framed Moments as a way to foster social connection through shared content, but she was quick to clarify: Netflix isn’t chasing TikTok’s model. Instead, they’re focused on creating unique, meaningful entertainment experiences that align with what their audience values. Still, the question lingers—could this be the first step toward a more social Netflix?
Beyond vertical video, Netflix is also dabbling in podcasts through a partnership with Spotify, giving users direct access to Netflix podcasts on Spotify’s platform. These experiments, Stone said, are part of a broader push into mobile-first storytelling, with more innovations rolling out through 2026.
Here’s the thought-provoking question for you: Is Netflix’s move into vertical video and social-like features a smart adaptation to changing viewer habits, or are they risking their identity by inching closer to TikTok’s turf? Let us know in the comments—we’re curious to hear your take!