Core Insights - National CineMedia (NCMI) reported revenue of $51.8 million for the quarter ended June 2025, reflecting a year-over-year decline of 5.3% and an EPS of -$0.11 compared to -$0.09 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $55 million, resulting in a surprise of -5.82% [1] - The company did not deliver an EPS surprise, with the consensus EPS estimate being -$0.11 [1] Revenue Breakdown - Local and regional advertising revenue was $6.4 million, significantly below the two-analyst average estimate of $9.4 million, representing a year-over-year decline of 34.7% [4] - National advertising revenue reached $41.2 million, slightly below the two-analyst average estimate of $43.95 million, with a year-over-year change of -1.2% [4] - Total advertising revenue (excluding beverage) was reported at $47.62 million, compared to the estimated $53.35 million, indicating a year-over-year decline of 12.9% [4] - ESA advertising revenue from beverage concessionaire agreements was $4.2 million, exceeding the average estimate of $3.65 million, and showing a year-over-year increase of 31.3% [4] Stock Performance - Shares of National CineMedia have returned +0.9% over the past month, compared to the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), suggesting potential underperformance relative to the broader market in the near term [3]

National CineMedia (NCMI) came out with a quarterly loss of $0.11 per share in line with the Zacks Consensus Estimate. This compares to a loss of $0.09 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this theater advertising company would post a loss of $0.2 per share when it actually produced a loss of $0.24, delivering a surprise of -20%.Over the last four quarters, the company has surpassed consensus EPS estimates just once.National CineMedia, ...

Financial Data and Key Metrics Changes - National CineMedia's total revenue for Q2 2025 was $51.8 million, which was below the guidance range of $56 million to $61 million and down 5% compared to the prior year [18][19] - Adjusted OIBDA for the second quarter was $700,000, a significant decrease from $7.6 million in the prior year [22] - Operating income was negative $12 million, compared to negative $9.3 million in the same period last year [21] Business Line Data and Key Metrics Changes - National advertising revenue for Q2 2025 was $41.2 million, slightly down from $41.7 million in Q2 2024, with national ad revenue per attendee dropping to $0.36 from $0.45 year-over-year [19] - Local and regional advertising revenue totaled $6.4 million, down from $9.8 million in the previous year, reflecting cautious advertiser sentiment [19][20] - Programmatic advertiser volume grew by over 50% quarter-over-quarter, with approximately 70% of programmatic advertisers being new to NCM [10] Market Data and Key Metrics Changes - The scatter market represented 40% of NCM's national on-screen revenue in Q2 2025, with inventory utilization up 12% [19] - Attendance increased by 24% year-over-year, reaching over 115 million individuals across the network in Q2 2025 [13] Company Strategy and Development Direction - The company is focusing on scaling programmatic and self-serve offerings to capture growing premium video advertising budgets [8] - NCM is enhancing its sales capabilities by onboarding new talent and engaging high-value advertisers at local and regional levels [10] - The company aims to deepen existing advertiser relationships and strategically expand its client base, leveraging the unique value of cinema as a high-impact advertising channel [13] Management's Comments on Operating Environment and Future Outlook - Management acknowledged a challenging operating environment in Q2 due to advertiser caution in key categories, but expressed optimism for the second half of the year [6][14] - Early indicators for Q3 are encouraging, with booked sales pacing ahead of the same period last year and demand normalizing across key categories [14] - The company expects third-quarter revenue to be between $62 million and $67 million, supported by improved advertiser commitment and sustained theatrical strength [26] Other Important Information - NCM had $40.3 million in cash and equivalents at the end of Q2 2025, with zero outstanding debt [23][24] - The company reinstated a quarterly dividend of $0.03 per share, amounting to $2.8 million, to be paid on August 29, 2025 [25] - Year-to-date total revenue was $86.6 million, down from $92.1 million in the same period last year [22] Q&A Session Summary Question: Insights on Q3 revenue guidance and potential year-end ad budget flushes - Management noted a more relaxed budgeting environment in Q3 compared to Q2, with significant confidence returning among advertisers [30][32] Question: Expectations for strategic investing in sales and marketing - Management indicated that investments in sales and marketing would be more back-half weighted, with ongoing monitoring of operating expenses [34][35] Question: Clarification on Q3 guidance and demand spillover from Q2 - Management confirmed that the Q3 guidance reflects mostly new business rather than a spillover from paused deals in Q2 [39][40] Question: Feedback on programmatic advertising traction - Management reported significant traction in programmatic advertising, with a high percentage of new advertisers engaging with the platform [42][43] Question: Strategies for increasing visibility with media buyers - Management highlighted the establishment of a new business group focused on acquiring new clients and enhancing awareness of their advertising platform [45][46] Question: Impact of CTV on utilization and CPMs - Management acknowledged CTV as a competitive bucket and indicated plans to build a programmatic platform to compete in that space [68]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 26, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-33296 NATIONAL CINEMEDIA, INC. (Exact name of registrant as specified in its charter) Delaware 20-5665602 (State or Other Jurisdiction of I ...

National CineMedia, Inc. Reports Results for Fiscal Second Quarter 2025 Reaf irms commitment to shareholder returns with quarterly dividend of $0.03 per share Third quarter sales commitments pacing ahead of Q3 2024 Centennial, Colo. - August 5, 2025 - National CineMedia, Inc. (NASDAQ: NCMI) (the "Company" or "NCM"), the managing member of National CineMedia, LLC (NCM LLC), the operator of the largest cinema advertising platform in the U.S., today announced its consolidated results for the fiscal second quar ...

Wall Street expects a year-over-year decline in earnings on higher revenues when National CineMedia (NCMI) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on August 5 ...

Investor Presentation te diff EXPERIENCE IT IN TOM HARDY EVERYONE DESERVES A CHANCE TO FLY EXCLUSIVELY IN MOVIE THEATERS OCIOBER FANKS GIVING WILL NEVER LET GO Investor Presentation | August 2024 BBRILBIUICE BBINGBINGS we get audiences Forward-Looking Statements This presentation contains various forward-looking statements that reflect management's current expectations or beliefs regarding future events and results of operations, including statements concerning the ultimate impact of the restructuring on th ...

INVESTOR DAY 2025 · NYC NCM Forward-Looking Statements The following presentations contain various forward-looking statements that reflect management's current expectations or beliefs reqarding future events, including statements regarding the Company's anticipated future financial performance. Investors are cautioned that reliance on these forward-looking statements involves risks and uncertainties. Although the Company believes that the assumptions used in the forward-looking statements are reasonable, ny ...

1Q'25 Earnings Supplemental Presentation May 6, 2025 This presentation contains references to Non-GAAP financial measures including adjusted OIBDA, unlevered free cash flow and adjusted operating expense. A reconciliation of these measures is available in this presentation and on the investor page of the Company's website at www.ncm.com. 2 Forward-Looking Statements This presentation contains various forward-looking statements that reflect management's current expectations or beliefs regarding future events ...

Core Insights - National CineMedia (NCMI) reported revenue of $34.9 million for the quarter ended March 2025, reflecting a year-over-year increase of 0.3% and a surprise of +1.16% over the Zacks Consensus Estimate of $34.5 million [1] - The company posted an EPS of -$0.24, which is a decline from -$0.19 a year ago, resulting in an EPS surprise of -20.00% compared to the consensus estimate of -$0.20 [1] Revenue Breakdown - Local and regional advertising revenue was $4.90 million, below the estimated $5.05 million, representing a year-over-year decline of -7.6% [4] - National advertising revenue reached $27.40 million, exceeding the average estimate of $26.70 million, but still showing a year-over-year decrease of -7.1% [4] - Total advertising revenue (excluding beverage) was reported at $32.30 million, surpassing the two-analyst average estimate of $31.90 million, with a year-over-year change of -7.2% [4] - ESA advertising revenue from beverage concessionaire agreements was $2.60 million, slightly below the average estimate of $2.75 million, with no year-over-year change [4] Stock Performance - Shares of National CineMedia have returned -2.4% over the past month, contrasting with the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]