Core Insights - National CineMedia (NCMI) reported a revenue of $93.2 million for the quarter ended December 2025, reflecting an 8% increase year-over-year and surpassing the Zacks Consensus Estimate of $91.33 million by 2.04% [1] - The company's earnings per share (EPS) was $0.28, up from $0.26 in the same quarter last year, and exceeded the consensus EPS estimate of $0.25 by 10.54% [1] Revenue Breakdown - National advertising revenue reached $76 million, exceeding the average estimate of $74.45 million by analysts, marking a year-over-year increase of 9.8% [4] - ESA Party advertising revenue from beverage concessionaire agreements was reported at $3.4 million, slightly below the average estimate of $3.6 million, representing a decline of 5.6% year-over-year [4] - Total advertising revenue (excluding beverage) was $89.8 million, surpassing the estimated $88.2 million, with an 8.6% increase compared to the previous year [4] - Local and regional advertising revenue amounted to $13.8 million, slightly above the average estimate of $13.7 million, indicating a year-over-year growth of 2.2% [4] Stock Performance - Over the past month, shares of National CineMedia have returned -5.8%, contrasting with the Zacks S&P 500 composite's increase of 0.6% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]

Core Insights - National CineMedia (NCMI) reported $63.4 million in revenue for Q3 2025, a year-over-year increase of 1.6% [1] - The earnings per share (EPS) for the same period was $0, compared to -$0.04 a year ago, resulting in a 100% surprise against the consensus EPS estimate of -$0.03 [1] - The reported revenue was a slight miss, with a surprise of -1.14% compared to the Zacks Consensus Estimate of $64.13 million [1] Revenue Breakdown - Local and regional advertising revenue was $9.6 million, significantly below the estimated $11.85 million, reflecting a year-over-year decline of 15.8% [4] - National advertising revenue reached $49.9 million, exceeding the average estimate of $47.9 million, with a year-over-year increase of 6.6% [4] - ESA advertising revenue from beverage concessionaire agreements was reported at $3.9 million, below the $4.4 million average estimate, marking a year-over-year decrease of 7.1% [4] Stock Performance - Shares of National CineMedia have declined by 7.2% over the past month, contrasting with a 3.6% increase in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]