Short video may be Netflix's real rival as its market cap slides from ~$500bn peak
FinanceYF5 · x · 2026-10-25
Short-form video is consuming so much attention that many people can no longer finish a 30-minute TV episode. The author argues Netflix's real competitor isn't another streamer but the infinite-scroll habit trained by TikTok, Reels, and Shorts. An accompanying Bloomberg chart shows Netflix's market cap peaked near $500bn in 2025 before falling back to around $300bn.
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