[8-K] National CineMedia, Inc. Reports Material Event

Rhea-AI Filing Summary

National CineMedia, Inc. (NCMI) reported that its operating subsidiary, National CineMedia, LLC, has recently completed the acquisition of Spotlight Cinema Networks, LLC. The company disclosed this through a press release dated November 17, 2025, which is attached as Exhibit 99.1 and incorporated solely for the Regulation FD disclosure. The announcement is presented as furnished information, meaning it is not treated as filed for liability purposes under certain sections of the federal securities laws.

Insights

Media & advertising sector analyst

National CineMedia completed the acquisition of Spotlight Cinema Networks.

National CineMedia states that its subsidiary has closed the acquisition of Spotlight Cinema Networks, LLC. This indicates a completed transaction rather than a tentative agreement. The disclosure is made under Regulation FD, with more detail referenced in the attached press release.

The filing does not provide purchase price, revenue contribution, or integration details, so the financial magnitude cannot be assessed here. However, acquiring another cinema-focused network suggests a potential expansion of its on-screen advertising footprint or customer base, depending on Spotlight's theater relationships and advertiser mix.

Since the terms, expected synergies, and financial impact are not described in this excerpt, the ultimate effect on profitability, leverage, or growth remains unclear. Future company communications and periodic reports that discuss the acquisition’s performance and integration will provide more insight into its longer-term significance.

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UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): November 17, 2025

National CineMedia, Inc.

(Exact name of Registrant as Specified in Its Charter)

Delaware			001-33296	20-5665602
(State or Other Jurisdiction of Incorporation)			(Commission File Number)	(IRS Employer Identification No.)
6300 S. Syracuse Way, Suite 300
Centennial, Colorado				80111
(Address of Principal Executive Offices)				(Zip Code)

Registrant’s Telephone Number, Including Area Code: (303) 792-3600

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, par value $0.01 per share		NCMI		The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01 Regulation FD Disclosure.

On November 17, 2025, National CineMedia, LLC issued a press release announcing it recently completed the acquisition (the “Acquisition”) of Spotlight Cinema Networks, LLC (“Spotlight”). A copy of the press release is included as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein solely for purposes of this Item 7.01 disclosure.

The information in this Item 7.01 shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended, except as shall be expressly set forth by reference to such filing.

Item 9.01. Financial Statements and Exhibits.

(d)Exhibits

Exhibit No.			Description
99.1			Press Release of National CineMedia, Inc., November 17, 2025
104			Cover Page Interactive Data File (formatted as inline XBRL)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			NATIONAL CINEMEDIA, INC.
Date:	November 17, 2025	By:	/s/ Ronnie Y. Ng
			Ronnie Y. Ng Chief Financial Officer

FAQ

What did National CineMedia, Inc. (NCMI) announce in this 8-K?

National CineMedia, Inc. announced that its subsidiary, National CineMedia, LLC, recently completed the acquisition of Spotlight Cinema Networks, LLC, as described in a press release furnished with the report.

Who did National CineMedia, LLC acquire according to the filing for NCMI?

National CineMedia, LLC completed the acquisition of Spotlight Cinema Networks, LLC, a transaction referred to in the filing as the “Acquisition.”

How was the Spotlight Cinema Networks acquisition disclosed by NCMI?

The acquisition was disclosed through a press release dated November 17, 2025, which is furnished as Exhibit 99.1 and incorporated by reference solely for the Item 7.01 Regulation FD disclosure.

Is the Spotlight acquisition information considered filed for liability purposes?

No. The company states that the information in Item 7.01 shall not be deemed “filed” under Section 18 of the Exchange Act and will not be incorporated into Securities Act filings unless specifically referenced.

Which executive signed the National CineMedia, Inc. 8-K related to the Spotlight acquisition?

The 8-K was signed on behalf of National CineMedia, Inc. by Ronnie Y. Ng, Chief Financial Officer, dated November 17, 2025.