Netflix plans to add a vertical video feed, use AI for recommendations

Netflix will roll out a TikTok‑style vertical video feed inside its apps this month and is expanding use of generative AI across recommendations, content creation and ad products. Management flagged AI-driven recommendation model upgrades and said its recent acquisition of Interpositive should accelerate GenAI tools for filmmakers. The company reported strong Q1 results—$12.25B revenue (+16.2% YoY) and $5.28B profit (+83%)—and expects ad revenue of about $3B this year. Netflix also raised U.S. subscription prices recently and ended 2025 with ~325M paying subscribers. These product and AI moves, paired with solid quarterly results and pricing actions, point to potential higher engagement and monetization that investors may view positively for NFLX shares.