Netflix Explores Short-Form Content Strategy Amid Streaming Dominance

Netflix continues to dominate the streaming landscape but is actively exploring new growth avenues. Wells Fargo analyst Steven Cahall suggests high-value short-form content could be the platform's next strategic move, alongside exclusive creator deals. This approach, combined with Netflix's push into sports and advertising, may deepen user engagement and content offerings.

Streaming platforms are increasingly tapping into popular YouTube creators like MrBeast and Ms. Rachel, who bring large, ad-friendly audiences. Cahall views such exclusive deals as potential catalysts for positive newsflow and upward revisions to Netflix's estimates. Nielsen data shows YouTube's share of US TV time rising from 9% in 2024 to 12% in 2025, while Netflix maintains a steady 8% share.