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National Cinemedia Inc
NASDAQ:NCMI

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National Cinemedia Inc
NASDAQ:NCMI
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Price: 3.3 USD 1.54%
Market Cap: $307.4m

National Cinemedia Inc
Investor Relations

National CineMedia, Inc. is a holding company. The company is headquartered in Centennial, Colorado and currently employs 346 full-time employees. The company went IPO on 2007-02-08. The company operates cinema advertising network in North America, allowing NCM LLC to sell advertising and certain third-party theater circuits under long-term network affiliate agreements. The company is engaged in the sale of advertising to national, regional and local businesses in Noovie, its cinema advertising and entertainment pre-show seen on movie screens across the United States. The company sells digital online and mobile advertising through its Noovie Audience Accelerator product, cross its suite of Noovie digital properties, including Noovie Shuffle, Noovie Trivia, and Noovie ARcade, on third party Internet sites, as well as a variety of complementary out of home venues, including restaurants, convenience stores and college campuses. The company sells advertising on its Lobby Entertainment Network (LEN), a series of screens located in movie theater lobbies, as well as other forms of advertising and promotions.

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Last Earnings Call
Fiscal Period
Q4 2025
Call Date
Feb 26, 2026
AI Summary
Q4 2025

Revenue Growth: Q4 revenue rose to $93.2 million, up 8% year-over-year and in line with guidance, driven by strong advertiser demand.

Advertising Momentum: Total advertising revenue increased 9% and national ad revenue was up nearly 10%, with a 27% rise in national impressions sold per attendee.

Adjusted OIBDA: Q4 adjusted OIBDA was $37.2 million, exceeding guidance and up 6% year-over-year.

Programmatic & Self-Serve: Programmatic revenue doubled year-over-year and self-serve ad sales grew 64%, underscoring digital platform investment success.

Attendance: Q4 network attendance increased approximately 7% to 107 million, but normalized for the extra week, attendance would have been down 9%.

Guidance: Q1 2026 revenue expected between $32.5 million and $36.5 million, with adjusted OIBDA between negative $13 million and negative $10 million, reflecting calendar shifts and Olympics impact.

Buybacks & Dividends: $33.6 million returned to shareholders in 2025 through dividends and share repurchases. Dividend program reinstated.

Key Financials
Revenue
$93.2 million
Total Advertising Revenue
$90 million
National Advertising Revenue
$76 million
Local and Regional Advertising Revenue
$13.8 million
Adjusted OIBDA
$37.2 million
Total Operating Expenses
$69.4 million
Adjusted Operating Expenses
$56.1 million
Unlevered Free Cash Flow
$6.1 million
Full Year Revenue
$243.2 million
Full Year National Advertising Revenue
$194.5 million
Full Year Local and Regional Advertising Revenue
$34.6 million
Full Year Beverage Revenue
$14.1 million
Full Year Total Operating Expenses
$257.1 million
Full Year Adjusted Operating Expenses
$204.2 million
Full Year Adjusted OIBDA
$39.1 million
Cash and Equivalents
$37.6 million
Total Debt
$12 million
Shareholder Capital Returns
$33.6 million
Dividends Paid
$11.3 million
Shares Repurchased
4.1 million shares in 2025 at $5.41 average price
Attendance (Q4)
107 million
National Revenue per Attendee (Q4)
$0.71
Earnings Call Recording
Other Earnings Calls

Management

Mr. Thomas F. Lesinski
CEO & Director
No Bio Available
Mr. Ronnie Y. Ng
Chief Financial Officer
No Bio Available
Mr. Adam Johnson
Senior Vice President of Operations & Planning
No Bio Available
Ms. Maria Vg Woods
Executive VP, General Counsel & Secretary
No Bio Available
Ms. Amy Tunick
Senior VP & Chief Marketing Officer
No Bio Available
Ms. Catherine Sullivan
President of Sales, Marketing, & Partnerships
No Bio Available
Ms. Stacie Tursi
Senior Vice President of Affiliate Partnerships
No Bio Available
Mr. Brad Filbey
Senior Vice President of Western Region
No Bio Available
Mr. Rick Butler
Senior VP & Chief Digital Officer
No Bio Available
Mr. Daniel Hahn
Senior Vice President of East Coast Sales
No Bio Available

Contacts

Address
COLORADO
Centennial
6300 S Syracuse Way Ste 300
Contacts
+13037923600.0
investor.ncm.com
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