NFLX · 10-Q · 2026Q2 · Full report
Geographic Market Commentary
NETFLIX INC · 2026-07-17 · Importance 44 · Surprise 24 · From source text
Revenue increased across all four reported regions in the second quarter and first half of 2026. United States and Canada revenue grew by approximately $503 million in the quarter and $1.131 billion year to date, while Europe, Middle East and Africa increased by approximately $495 million and $1.089 billion, respectively. Latin America revenue increased by approximately $278 million in the quarter and $513 million year to date, and Asia-Pacific increased by approximately $205 million and $455 million, respectively. The United States generated $5.1 billion of second-quarter revenue and $9.9 billion year-to-date, compared with $4.6 billion and $8.9 billion in the prior-year periods.
Key facts
- United States and Canada revenues for the three months ended June 30, 2026: $5,431,667 (in thousands). source
- Europe, Middle East, and Africa (EMEA) revenues for the three months ended June 30, 2026: $4,033,515 (in thousands). source
- Latin America (LATAM) revenues for the three months ended June 30, 2026: $1,584,290 (in thousands). source
- Asia-Pacific (APAC) revenues for the three months ended June 30, 2026: $1,510,466 (in thousands). source
- Total U.S. revenues for the three months ended June 30, 2026: $5.1 billion. source
- Total U.S. revenues for the six months ended June 30, 2026: $9.9 billion. source
- Total revenues for UCAN for the three months ended June 30, 2026: $5,431,667 thousand, up $502,664 thousand versus prior year quarter. source
- Total revenues for EMEA for the three months ended June 30, 2026: $4,033,515 thousand, up $495,340 thousand versus prior year quarter. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +43.3% | United States and Canada revenues for the three months ended June 30, 2026: $5,431,667 (in thousands). |
| revenue | positive | realized | +32.1% | Europe, Middle East, and Africa (EMEA) revenues for the three months ended June 30, 2026: $4,033,515 (in thousands). |
| revenue | positive | realized | +12.6% | Latin America (LATAM) revenues for the three months ended June 30, 2026: $1,584,290 (in thousands). |
| revenue | positive | realized | +12.0% | Asia-Pacific (APAC) revenues for the three months ended June 30, 2026: $1,510,466 (in thousands). |
| revenue | positive | realized | +4.0% | Total revenues for UCAN for the three months ended June 30, 2026: $5,431,667 thousand, up $502,664 thousand versus prior year quarter. |
| revenue | positive | realized | — | Total U.S. revenues for the three months ended June 30, 2026: $5.1 billion. |
| revenue | positive | realized | — | Total U.S. revenues for the six months ended June 30, 2026: $9.9 billion. |