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Instagram加大视频战略力度,与TikTok和YouTube竞争升级Instagram ramps up video strategy in escalating TikTok, YouTube rivalry

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Instagram 正通过推出 Features、Series 以及全面改版的 Live 工具来拓展视频业务,以便与 TikTok 和 YouTube 竞争,并打造一个更大的社交娱乐平台。

Instagram is expanding video with Features, Series and a revamped Live tool to compete with TikTok and YouTube, and to build a bigger social entertainment platform.

Reels 带来了创纪录的互动量,但时长超过三分钟的视频不会被推送给新观众,因此长视频需要新的格式。

Reels has driven record engagement, but longer videos need new formats because clips over three minutes are not pushed to new viewers.

Instagram 还在测试电视端观看功能,并计划更广泛地推广,但高管表示,电视端的推进仍处于早期阶段,将需要数年时间。

Instagram is also testing TV viewing and plans wider rollout, but leaders say the TV push is still early and will take years.

Meta 旗下的 Instagram 正凭借新产品更深入地进军视频领域,以便更积极地与 TikTok 和谷歌旗下的 YouTube 竞争,并为其在电视领域的重大布局奠定基础。

AI generated Meta’s Instagram is pushing deeper into video with new products to help it compete more aggressively with TikTok and Google’s YouTube, and lay the foundation for its big swing in television.

新产品包括 Features,支持长达 90 分钟的横屏视频;以及 Series,专为剧集式、短小精悍的微短剧设计。公司还在重启运营了十年的 Instagram Live,让这一直播功能在 App 内更无处不在、更易被发现,甚至能在 Reels 标签页中触达非关注者。

The new products include Features, which are horizontal videos of as long as 90 minutes, and Series, designed for episodic, short-form microdramas. The company is also rebooting Instagram Live, which has been around for a decade, to make the streaming feature more ubiquitous and discoverable across the app, even to non-followers, in the Reels tab.

Instagram 产品副总裁 Tessa Lyons 表示:“我们的目标真的是要成为社交娱乐的最佳去处。要做好这一点,我们需要拓宽人们通过视频讲述故事的方式,并让受众能够发现这些故事。”她补充说,电视是其中很重要的一部分,人们花在流媒体视频上的时间越来越多——尤其是创作者主导的内容。

“Our goal is really to be the best place for social entertainment,” said Tessa Lyons, Instagram’s vice-president of product overseeing the video expansion under Instagram chief Adam Mosseri. “To do that well, we need to broaden the way that we enable people to tell stories through video and enable audiences to discover them.”A huge part of that is TV, she added, where people are spending more time streaming videos – especially creator-led content.

Meta 首席执行官马克·扎克伯格在上周发布第三季度财报时表示,Instagram 的互动量已达到历史新高,主要得益于视频。与此同时,这个最初以照片分享应用崛起的平台,面临着来自 TikTok 和 YouTube 日益激烈的竞争,在制定更偏向娱乐的战略方面进展相对缓慢。

The shift comes as Instagram is seeing all-time highs in engagement driven mainly by video, Meta chief executive officer Mark Zuckerberg said when the company reported third-quarter earnings last week. At the same time, the platform, which first rose to prominence as a photo-sharing app, faces intensifying competition with TikTok and YouTube and has been somewhat slower in developing a more entertainment-focused strategy.

TikTok已经帮助推广了微短剧——这种面向智能手机的短篇肥皂剧在中国兴起,并正在西方获得越来越多的关注——而YouTube最近推出了“Shorts系列”,帮助创作者将作品组织成剧集和季。近十年来,YouTube一直在投资其“客厅”战略,旨在让YouTube视频进入家中的每一块屏幕,使这家视频巨头几乎成为现代电视的代名词。

TikTok has already helped popularise microdramas, short-form soap operas for smartphones that took off in China and are gaining traction across the West, while YouTube recently introduced “Shorts series” to help creators organise their work into episodes and seasons. YouTube has been investing for close to a decade in its “living room” strategy aimed at getting YouTube videos onto every screen in the home, making the video giant all but synonymous with modern-day TV.

莱昂斯承认“我们身处一个竞争非常激烈的市场”,但表示Instagram拥有独特优势,因为它更多地建立在社交联系和与朋友分享的前提之上,这对渴望发展并维护与粉丝群体关系的创作者来说是关键的附加价值。

Lyons acknowledged “we are in a very competitive market” but said Instagram has a unique advantage because it was built more on social connections and the premise of sharing with friends, a key value-add for creators eager to grow and nurture relationships with their fanbases.

“创作者不只是想把内容发布到世界上,”她说。“他们希望感觉自己正在围绕这些内容建立一个与他们深度互动的社群。”莱昂斯补充说,Instagram Reels的成功也为该平台在其他视频格式上表现出色奠定了基础,并指出人们每天在私信中将那些竖屏短视频片段转发45亿次。

“Creators don’t just want to put content out in the world,” she said. “They want to feel like they’re building a community around that content that’s deeply engaged with them.”The success of Instagram Reels has also set up the platform to excel in other video formats, Lyons added, noting that people reshare those short, vertical video clips in direct messages 4.5 billion times a day.

但Reels有一个关键限制:超过三分钟的视频不会被推荐给新观众,因此喜剧演员、播客主播、视频博主等人不得不将观众引导离开Instagram,以让他们继续观看并互动。新功能旨在通过将用户留在平台上,并让创作者能够在手机和电视上更自由地尝试视频长度来解决这个问题。从10月26日开始,美国数万名创作者将可以使用测试版。

But Reels has a key limitation: Those over three minutes long are not recommended to new audiences, so comedians, podcasters, video bloggers and others have had to drive viewers off Instagram to keep them watching and engaging with content. Features are aimed at solving that problem by keeping users on-platform and enabling creators to experiment more freely with the length of their videos on both mobile and TV. Beginning Oct 26, a beta version will be available to tens of thousands of creators in the US.

Series 这一专为蓬勃发展的短剧量身打造的媒介,目前正在美国、墨西哥和印度面向一小部分创作者进行测试。Instagram 在推荐和 Reels 中呈现直播的功能也在测试中,计划于 2026 年底前在印度尼西亚和巴西推出。在应用内,所有这些形式最终都将与 Reels 一同展示。

Series, the medium tailored to booming short-form dramas, is in testing with a smaller subset of creators in the US, Mexico and India. Instagram’s surfacing of livestreams in recommendations and Reels is also in testing, set to launch in Indonesia and Brazil by the end of 2026. Within the app, all of these formats will eventually be shown alongside Reels.

自 2025 年起,Instagram 在美国将进军电视视为一项重大押注,当时它推出了首个专用电视应用,让用户能在大屏幕上观看 Reels。自 12 月在亚马逊 Fire TV 平台开始测试以来,这些努力已扩展至三星和 Google TV。Instagram for TV 于 10 月 26 日在美国的 Apple TV 上线,最终将不再局限于 Reels,而是纳入新宣布的视频形式,并且很快,观众还将能使用手机作为遥控器。不过,Lyons 警告说:“电视押注还处于非常早期”,这将是一段多年的旅程。

Instagram has been pursuing TV as a big swing in the US since 2025, when it unveiled its first dedicated TV app allowing users to watch Reels on a larger screen. Since beginning as a test on Amazon’s Fire TV platform in December, those efforts have expanded to Samsung and Google TV. Instagram for TV launched on Oct 26 on Apple TV in the US, eventually moving beyond Reels alone to include the newly announced video formats, and soon, viewers will also be able to use their phones as remotes. Still, Lyons cautioned, “the TV bet is really early” and will be a multi-year journey.

她说:“我们目前并不处于试图扩大电视押注的阶段——我们真正想弄清楚的是什么内容在电视上对受众有效——但我们确实认为,这将成为未来几年 Instagram 的关键部分”,包括在不久的将来拓展至美国以外地区。

“We are not at a stage right now where we’re trying to grow the TV bet – we’re really trying to figure out what’s working for audiences on TV – but we do think that that’s going to be a key part of the next few years of Instagram,” including outside the US in the near future, she said.

“如果用户行为(以及)对这些平台的消费正在转向电视,”Mosseri 2025 年在接受彭博社采访时表示,“那么我们也需要转向电视”。彭博社

“If behaviour (and) the consumption of these platforms is moving to TV,” Mosseri said in 2025 in an interview with Bloomberg, “then we need to move to TV, too”. BLOOMBERG

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