Netflix short form video may be the company’s smartest move yet, as a Wall Street analyst urges the streamer to embrace the fast-growing short-form content trend.
A Strategic Shift Toward Netflix Short Form Video
Steven Cahall, a media analyst at Wells Fargo, believes Netflix is well-positioned to tap into the short-form surge. In a recent investor note, he argued that Netflix should double down on creating “high-value short-form content” to better serve younger viewers and time-strapped users who don’t sit down for hours-long binges.
His call for Netflix short form video comes as platforms like TikTok, YouTube Shorts, and Instagram Reels dominate casual viewing habits. Cahall suggests Netflix needs to do more than repurpose clips—it should create standalone, premium short-form originals.
Vertical Feeds and the First Steps
Netflix isn’t starting from scratch. It recently introduced a vertical content feed designed for mobile swiping—a clear nod to TikTok’s interface.. This came on the heels of a clipping feature that lets viewers share bite-sized moments from their favorite shows.
And Netflix already maintains a strong presence on YouTube, running channels with millions of weekly views. But these efforts still orbit its traditional long-form offerings.
Standalone Premium Content Through Netflix Short Form Video
Cahall sees a future where Netflix goes further, developing short content that stands independently—micro-dramas, creator-led sketch series, or behind-the-scenes clips with cinematic polish. These wouldn’t just promote Netflix originals—they’d be the originals.
This model could also offer new monetization opportunities. While social platforms rely on ad-based revenue, Netflix could leverage subscriptions or upfront content deals with creators—a model many influencers prefer as they move beyond volatile ad earnings. YouTube, for instance, is rolling out several monetization updates in 2025 that highlight the growing complexity of creator earnings.
Challenging YouTube’s Hold on the Screen
Despite Netflix’s scale, YouTube is currently ahead in terms of watch time, especially on TV screens. And among Gen Z viewers, YouTube holds a stronger reputation and daily usage rate. That’s why a serious investment in Netflix short form video might not just be smart—it might be necessary.
Success stories like the Sidemen’s move to Netflix with their YouTube hit Inside show that creators are open to experimenting with streaming platforms that offer structure, funding, and reach.
Final Thoughts
Short-form content isn’t a passing phase—it’s the new standard for how millions consume media. If Netflix wants to remain dominant in the attention economy, expanding into this space may be its smartest next chapter.
It’s no longer just about binge-watching. In 2025, streaming success may be defined in seconds, not hours.
