NFLX · 10-Q · 2026Q3 · Full report
Geographic Revenue Performance
NETFLIX INC · 2026-10-21 · Importance 54 · Surprise 40 · Contradicted
All four reported regions delivered year-over-year revenue growth in the third quarter and first nine months of 2026. For the quarter, United States and Canada revenue rose 11% to $5.628 billion, EMEA increased 11% to $4.107 billion, Latin America grew 17% to $1.603 billion, and Asia-Pacific increased 12% to $1.537 billion. For the first nine months, UCAN revenue increased 12% to $16.305 billion, EMEA rose 14% to $12.139 billion, LATAM grew 19% to $4.684 billion, and APAC increased 16% to $4.556 billion. The United States generated $5.3 billion of revenue in the quarter and $15.2 billion year to date, compared with $4.7 billion and $13.6 billion in the comparable periods.
Key facts
- Revenues for United States and Canada (UCAN) for the three months ended September 30, 2026: $5,628,215 (in thousands). source
- Revenues for Europe, Middle East, and Africa (EMEA) for the three months ended September 30, 2026: $4,106,572 (in thousands). source
- Revenues for Latin America (LATAM) for the three months ended September 30, 2026: $1,602,603 (in thousands). source
- Revenues for Asia-Pacific (APAC) for the three months ended September 30, 2026: $1,536,786 (in thousands). source
- Total U.S. revenues (United States and Canada) for the three and nine months ended September 30, 2026 were $5.3 billion and $15.2 billion, respectively; and for the three and nine months ended September 30, 2025 were $4.7 billion and $13.6 billion, respectively. source
- For the three months ended September 30, 2026, NETFLIX INC reported regional revenues: UCAN $5,628,215 thousand; EMEA $4,106,572 thousand; LATAM $1,602,603 thousand; APAC $1,536,786 thousand; Total $12,874,176 thousand. source
- For the nine months ended September 30, 2026, NETFLIX INC reported regional revenues: UCAN $16,305,180 thousand; EMEA $12,138,506 thousand; LATAM $4,683,951 thousand; APAC $4,556,234 thousand; Total $37,683,871 thousand. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +43.7% | Revenues for United States and Canada (UCAN) for the three months ended September 30, 2026: $5,628,215 (in thousands). |
| revenue | positive | realized | +31.9% | Revenues for Europe, Middle East, and Africa (EMEA) for the three months ended September 30, 2026: $4,106,572 (in thousands). |
| revenue | positive | realized | +12.4% | Revenues for Latin America (LATAM) for the three months ended September 30, 2026: $1,602,603 (in thousands). |
| revenue | positive | realized | +4.7% | Total U.S. revenues (United States and Canada) for the three and nine months ended September 30, 2026 were $5.3 billion and $15.2 billion,… |