National Cinemedia Inc Stock Price, News & Analysis

National CineMedia (NCMI) reported its Q1 2025 financial results with revenue of $34.9 million, down 6.7% from Q1 2024. The company posted an operating loss of $23.9 million ($0.32 per diluted share) compared to $22.7 million loss in Q1 2024. Notably, NCMI announced a new long-term partnership with AMC Theatres extending through 2042, which includes exclusive lobby advertising rights and improved payment structure based on attendance and performance metrics. The company declared a quarterly dividend of $0.03 per share and provided Q2 2025 guidance with expected revenue of $56.0-61.0 million and Adjusted OIBDA of $2.5-7.5 million.

National CineMedia (NASDAQ: NCMI), the operator of America's largest cinema advertising platform, has scheduled its first quarter 2025 earnings release for May 6, 2025, after market close. The company will host a conference call and audio webcast at 5:00 p.m. Eastern Time to discuss the results.

Participants can join via phone (1-844-826-3033 for domestic, 1-412-317-5185 for international) or audio webcast at www.ncm.com under Investor Relations. A replay will be available until May 20, 2025, through phone (1-844-512-2921 domestic, 1-412-317-6671 international, conference ID 10199259) or the company website.

National CineMedia (NASDAQ: NCMI), the largest cinema advertising platform in the US, announced the winners of the 2025 US Young Lions competition. The event saw over 500 teams register with 359 entries, marking a 10% increase in participation from 2024.

Five winning teams were selected across Digital, Film, Media, PR, and Print categories, who will represent TEAM USA at the global Young Lions competition during the Cannes Lions International Festival of Creativity in June 2025. New additions to this year's competition included the Young Lions Titanium Award and the Bold Impact Award.

The competition featured a business challenge for WhyHunger, and NCM's Noovie® Studios will produce a 60-second vignette of the winners to be shown in theaters nationwide during June. The company will also host a TEAM USA Welcome Reception at the Cannes Lions Festival.

National CineMedia (NASDAQ: NCMI), the largest cinema advertising platform in the US, has launched Bullseye, a new AI-powered targeting solution within its NCMx™ suite. This innovative product enables hyper-localized advertising through AI-generated creative content, allowing advertisers to optimize campaigns across NCM's network.

Through an exclusive partnership with AdGreetz, Bullseye integrates key signals including market area, geo-targeting, local offers, and audience insights. The technology offers three main features: unmatched creative variety with multiple customizable content per theater, hyper-localized advertising with location-specific promotions, and real-time optimization based on audience segments.

Bullseye joins NCM's existing data-driven solutions, Boomerang and Boost, enhancing the company's ability to deliver targeted advertising, understand behavioral data, activate theater audiences, and enable post-movie retargeting.

National CineMedia (NASDAQ: NCMI), the largest cinema advertising platform in the U.S., announced key strategic initiatives during its 2025 Investor Day. The company reintroduced an annual dividend of $0.12 per share (approximately 2.2% yield), with the first payment scheduled for April 7, 2025.

NCM unveiled strategic growth plans including investments in technology and talent, focusing on: strategic partnerships, sales and inventory management tools, self-serve and programmatic offerings, and new sales talent acquisition. The company also introduced Bullseye, the latest addition to its NCMx™ suite, which uses AI-generated creative for hyper-localized messaging.

The company plans to accelerate share repurchases under its $100 million share repurchase program running through 2027. NCM's management team, including CEO Tom Lesinski, emphasized their confidence in the business trajectory and commitment to long-term shareholder value creation.

National CineMedia (NASDAQ: NCMI) reported Q4 2024 financial results, marking its fifth consecutive quarter exceeding guidance. Q4 revenue decreased 5.1% to $86.3 million compared to $90.9 million in Q4 2023, primarily due to an unfavorable slate and comparison to prior year's Taylor Swift: The Eras Tour performance.

Q4 operating income declined to $20.0 million from $21.3 million year-over-year, while Adjusted OIBDA decreased to $35.0 million from $39.8 million. For full-year 2024, total revenue decreased 7.3% to $240.8 million, mainly impacted by reduced attendance due to movie slate disruptions from 2023's writer and actor strikes.

Looking ahead to Q1 2025, NCM expects revenue between $34.0-36.0 million and Adjusted OIBDA ranging from negative $9.5-7.5 million, citing lower expected impressions and delayed advertising spend. However, the company remains optimistic about H1 2025 due to strong Q2 sales pacing.

National CineMedia (NASDAQ: NCMI), the largest cinema advertising platform operator in the U.S., has scheduled its fourth quarter and full year 2024 earnings release for March 6, 2025, after market close. The company will host a conference call and audio webcast at 5:00 p.m. Eastern Time to discuss the results.

Participants can join via phone (1-844-481-2522 for domestic, 1-412-317-0550 for international) or audio webcast through www.ncm.com's Investor Relations section. A replay will be available until March 20, 2025 (1-844-512-2921 domestic, 1-412-317-6671 international, conference ID 10197410).

National CineMedia (NASDAQ: NCMI), the leading cinema advertising platform in the U.S., has announced plans to host an Investor Day on March 13, 2025 in New York City. The event will commence at 3:00 p.m. ET and will feature presentations from key executives including CEO Tom Lesinski and CFO Ronnie Ng.

The executive team will provide comprehensive updates on the company's strategy, innovation initiatives, and financial performance. While in-person attendance is invitation-only and requires advance registration, interested parties can contact NCM's Investor Relations team at investors@ncm.com.

A live webcast of the event will be accessible through NCM's Investor Relations website (investor.ncm.com), with a replay available afterward on the same platform.

National CineMedia (NASDAQ: NCMI), the largest cinema advertising platform in the US, has launched the 2025 Young Lions competition, marking its 10th year as US Representative for the Cannes Lions International Festival of Creativity. The competition introduces new partnerships, including the Young Lions Titanium Award sponsored by StrawberryFrog and Mother as the Digital category sponsor.

The competition is open to advertising professionals born after June 20, 1994, who will compete across five categories: Digital, Film, Media, PR, and Print. Winners will form TEAM USA and compete globally at the Cannes Lions Festival. Notable judges include executives from TikTok, T-Mobile, Amazon, and Uber. Registration is open until January 17, 2025, with the competition beginning January 23 and winners announced on April 9, 2025.

NCM will showcase TEAM USA winners in movie theaters nationwide. Monotype joins as the official TEAM USA Outfitter sponsor, providing branded apparel for winners during their trip to France.