Netflix Unveils Major TV Overhaul with AI Search as Streaming Wars Intensify

May 7, 2025
Netflix Unveils Major TV Overhaul with AI Search as Streaming Wars Intensify
  • In addition to the TV interface, Netflix's mobile app will introduce a vertical feed for clips, allowing users to swipe through content, with testing expected to commence shortly.

  • As of early 2025, Netflix reported 300 million paid memberships, reflecting a growth of 19 million from the previous quarter, despite ceasing to disclose quarterly subscriber counts.

  • Netflix has unveiled an upgraded TV experience, featuring a redesigned homepage, enhanced recommendations, and new search options aimed at improving user engagement.

  • This overhaul is a strategic response to the fierce competition in the streaming market from rivals such as Warner Bros. Discovery's Max and Disney.

  • Netflix's response to recent tariff threats on foreign films has been cautious, with company representatives acknowledging the situation but withholding further comments.

  • The company's revenue also saw a 13% increase in the first fiscal quarter of 2025, indicating a positive trend in membership growth.

  • The announcement of these updates comes just ahead of Netflix's upfront event on May 14, where the company will showcase its offerings to advertisers.

  • These changes come after a period of stagnation in user growth in 2022, prompting Netflix to launch lower-cost ad-supported plans and implement stricter measures against password sharing.

  • As part of its content strategy shift, Netflix is retiring its remaining interactive titles, including 'Black Mirror: Bandersnatch' and 'Unbreakable Kimmy Schmidt: Kimmy vs. the Reverend,' signaling a move towards personalized content.

  • A notable addition is the generative AI search feature on iOS, enabling users to discover shows and movies through conversational prompts akin to those used by AI tools like ChatGPT.

  • In related news, Fox has canceled the action drama 'Rescue: HI-Surf' after one season, leaving fans with an unresolved cliffhanger.

Summary based on 101 sources


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