National Cinemedia Inc
NASDAQ:NCMI
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National Cinemedia Inc
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.
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.
Revenue Growth: NCM reported Q3 revenue of $63.4 million, up 2% year-over-year and within guidance, despite a softer box office and lower attendance.
Resilient Ad Demand: Advertiser demand rebounded, particularly in national categories, as macroeconomic uncertainty and tariff-driven headwinds eased.
Programmatic Strength: Programmatic ad revenue increased 4x over last year and 82% sequentially, bringing in many new clients from diverse sectors.
Platinum Product Success: Platinum ad inventory achieved record Q3 sales, up 19% YoY, with revenue per attendee rising 33%.
Profitability: Adjusted OIBDA reached $10.2 million, in line with expectations and up from $8.8 million a year ago.
Q4 Guidance: Management expects Q4 revenue of $91-98 million and adjusted OIBDA of $30-35 million, helped by a strong holiday film slate and an extra week in the quarter.
Dividend & Buybacks: Quarterly dividend of $0.03/share announced; company repurchased 3.3 million shares year-to-date.
2026 Outlook: Management expressed optimism for continued growth in 2026, citing strong box office forecasts and advertiser momentum.
