Netflix, Disney, Fox and NBCUniversal embed vertical video in their apps and commission originals as discovery, distribution and monetization shift to the small screen

Vertical video is no longer an outside threat to streaming. As Netflix, Disney, Fox Entertainment and NBCUniversal pull short-form and microdramas inside their own apps, the format has moved to the center of streaming strategy. Two forces drive the shift. The first is the migration of viewing time: younger audiences now spend their days inside vertical feeds such as TikTok, YouTube and Reels, and the starting point of video consumption has moved from the home-screen recommendation to the infinite scroll.

세로가 본진이 됐다… 스트리밍, 숏폼·마이크로드라마를 ‘수익 포맷’으로
넷플릭스·디즈니·폭스·NBC유니버설이 세로 숏폼과 마이크로드라마를 자사 앱에 내재화하며, 발견·유통·수익의 무게중심이 짧은 화면으로 이동