U.K. and Spain are likely the countries CEO Reed Hastings referred to back in April when he projected a third wave of international expansion in early 2012. "We've also decided to make some early content commitments for a third international market given our high probability of success in our second international market," he said in a letter to investors.

What remains to be seen is whether Netflix has even broader goals in mind for 2012 on the continent, with Germany and France seen as markets that like the UK, present a rich base of potential subs but plenty of competition.

Spain is a hotspot for piracy? I never knew. Cool.