National CineMedia, Inc. (NASDAQ:NCMI) Q1 2020 Earnings Conference Call May 5, 2020 5:00 PM ET Company Participants Ted Watson - SVP, Finance & Treasurer Thomas Lesinski - CEO, Interim Principal Financial Officer & Director Clifford Marks - President Conference Call Participants Eric Wold - B. Riley FBR, Inc. Jim Goss - Barrington Research Associates Operator Greetings, and welcome to the National CineMedia, Inc. Q1 2020 Earnings Conference Call. [Operator Instructions]. As a reminder, this conference is be ...

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 March 26, 2020 Commission file number: 001-33296 _____________________________________________ Securities registered pursuant to Section 12(b) of the Act: | Common Stock, par value $0.01 per share | NCMI | The Nasdaq Stock ...

AMERICA'S Q4'19 Earnings Supplemental Presentation MIDWAY Forward-Looking Statements 2 This presentation contains various forward-looking statements that reflect management's current expectations or beliefs regarding future events, including statements providing guidance and projections for the full year 2020. 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 ar ...

Financial Data and Key Metrics Changes - The company reported a record Q4 advertising revenue of $147.2 million, a 7.1% increase from $137.4 million in Q4 2018 [36] - Total revenue for the full year increased by 0.8% to $444.8 million from $441.4 million in 2018 [42] - Adjusted OIBDA for Q4 was $83.5 million, up 9.6% from $76.2 million in Q4 2018, with an adjusted OIBDA margin of 56.7% compared to 55.4% in the previous year [37] - Full year adjusted OIBDA increased by 1% to $207.5 million from $205.4 million in 2018 [43] - GAAP diluted earnings per share for Q4 increased by 14% to $0.24 compared to $0.21 in Q4 2018 [49] Business Line Data and Key Metrics Changes - National advertising revenue for Q4 increased by 13%, contributing significantly to overall revenue growth [9] - Regional ad revenue decreased by 1.9% to $10.5 million, while local ad revenue decreased by 9.7% to $19.6 million [39][40] - Digital revenue for Q4 increased nearly 24%, indicating strong growth in integrated digital campaigns [40] Market Data and Key Metrics Changes - The advertising revenue mix for Q4 was 75% national, 7% regional, 13% local, and 5% beverage, compared to 71%, 8%, 16%, and 5% respectively in Q4 2018 [42] - The company experienced a 7.6% decrease in beverage revenue for the full year, attributed to a decline in attendance [48] Company Strategy and Development Direction - The company is focusing on a new premium inventory strategy, which includes the launch of lights-down and platinum inventory to enhance advertising effectiveness [8][17] - The five pillars of growth strategy include improving on-screen inventory quality, upgrading sales planning systems, investing in digital entertainment apps, building a data-driven business, and optimizing the affiliate network [21][26][27] - The company plans to aggressively market its new premium inventory format in the upcoming upfront selling season [17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the 2020 box office, citing strong early performances from several films [28] - The company anticipates that the new inventory strategies will attract new advertisers and stabilize local and regional advertising trends [73][74] - The Board of Directors authorized a 12% increase in the quarterly cash dividend, reflecting confidence in the strategic growth plan [31][84] Other Important Information - The company expects total revenue for 2020 to increase between 1.2% and 4.5%, with adjusted OIBDA guidance ranging from a decrease of 2.7% to an increase of 2.2% [57] - Capital expenditures for 2020 are projected to be in the range of $14 million to $16 million, with a focus on digital investments [59] Q&A Session Summary Question: What is the status of the $8.7 million make-good? - Management indicated that nearly $4 million of the make-good has already been delivered due to strong box office performance in early 2020 [64][66] Question: How does the new upfront selling season align with the previous one? - Management clarified that there is typically a three-month gap between the two upfront seasons, with cinema advertising occurring later in the cycle [67] Question: What is the strategy for local and regional advertising? - The company has restructured its approach, focusing on the top DMAs for regional business while integrating local sales to stabilize and potentially grow these segments [73] Question: Are new advertisers responding to the premium inventory? - Management confirmed that new categories and companies are engaging with the platform, with notable sales to major retailers and CPG companies [76] Question: How is consumer feedback regarding the new ad placements? - Initial research indicates positive consumer engagement with the new advertising spots, with no significant shift in audience arrival times noted [81] Question: What is the rationale behind the dividend increase? - The increase reflects confidence in the strategic growth plan and the commitment to return cash flow to shareholders [84]

¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________________ FORM 10-K __________________________________________________________ ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 26, 2019 or For the transition period from __________________ to __________________ Commission file ...

IHEY.BE CIAING DIBIA KOLLEN MEN NE FATHAWAY REBEL WILSON ILKIEN Meet Mr. Link Q3'19 Earnings Supplemental Presentation AMERICA'S MOVIE Forward-Looking Statements 2 This presentation contains various forward-looking statements that reflect management's current expectations or beliefs regarding future events, including statements providing guidance and projections for the full year 2019. Investors are cautioned that reliance on these forward-looking statements involves risks and uncertainties. Although the Co ...

National CineMedia, Inc. (NASDAQ:NCMI) Q3 2019 Results Earnings Conference Call November 4, 2019 5:00 PM ET Company Participants Katie Scherping - CFO Mark Segall - Chairman Tom Lesinski - CEO Cliff Marks - President Conference Call Participants Eric Handler - MKM Partners Mike Hickey - the Benchmark Company Eric Wold - B. Riley & Company Jim Goss - Barrington Research Operator Greetings. Welcome to National CineMedia, Inc. Conference Call. At this time, all participants are in a listen-only mode. A questio ...

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 September 26, 2019 Commission file number: 001-33296 _____________________________________________ NATIONAL CINEMEDIA, INC. (Exact name of registrant as specified in its charter) ___________________________________________ ...

National CineMedia, Inc. (NASDAQ:NCMI) Q2 2019 Earnings Conference Call August 5, 2019 5:00 PM ET Company Participants Katie Scherping - CFO Mark Segall - Chairman Tom Lesinski - CEO Cliff Marks - President Conference Call Participants Jim Goss - Barrington Research Operator Greetings. Welcome to National CineMedia, Inc. Q2 2019 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions] Please ...

AMERICA'S MOVIE Q2'19 Earnings Supplemental Presentation IHEY.BE CIAING DIBIA KOLLEN MEN NE FATHAWAY REBEL WILSON ILKIEN Meet Mr. Link Forward-Looking Statements 2 This presentation contains various forward-looking statements that reflect management's current expectations or beliefs regarding future events, including statements providing guidance and projections for the full year 2019. Investors are cautioned that reliance on these forward-looking statements involves risks and uncertainties. Although the Co ...