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National CineMedia (NCMI)

Earnings summaries and quarterly performance for National CineMedia.

Recent press releases and 8-K filings for NCMI.

NCMI acquires Spotlight Cinema Networks
NCMI
M&A
New Projects/Investments
  • National CineMedia, Inc. (NCMI) announced on November 17, 2025, the acquisition of Spotlight Cinema Networks, a company specializing in advertising for art house, luxury, and dine-in exhibitors.
  • The acquisition is projected to increase NCM's national market share by approximately 6% and expand its theater presence by 30% in the critical New York and Los Angeles markets.
  • NCM expects the transaction to be accretive to shareholders on a pro forma basis, with a purchase multiple of 4.5x pro forma EBITDA, and anticipates realizing full run-rate synergies over the course of 2026.
Nov 17, 2025, 1:16 PM
National CineMedia Inc. Reports Q3 2025 Results and Provides Q4 2025 Guidance
NCMI
Earnings
Guidance Update
Share Buyback
  • National CineMedia Inc. (NCMI) reported Q3 2025 total revenue of $63.4 million, a 2% year-over-year increase, and adjusted EBITDA of $10.2 million, exceeding the prior year's $8.8 million.
  • The company experienced a rebound in advertiser demand across key categories, with national advertising revenue up 6.6% to $49.9 million. Programmatic revenue was approximately four times higher than last year, marking its strongest quarter ever.
  • NCMI provided Q4 2025 guidance, projecting total revenue between $91 million and $98 million and adjusted EBITDA between $30 million and $35 million.
  • The company reinstated a quarterly dividend of $0.03 per share for Q3 2025, payable on November 26, 2025. Year-to-date through September 25, 2025, NCMI repurchased 3.3 million shares for approximately $18.8 million.
Oct 30, 2025, 9:00 PM
National CineMedia, Inc. Announces Q3 2025 Financial Results and Q4 2025 Outlook
NCMI
Earnings
Guidance Update
Dividends
  • National CineMedia, Inc. reported total revenue of $63.4 million for the fiscal third quarter ended September 25, 2025, an increase of 1.6% compared to the same period in 2024.
  • The company achieved net income of $1.6 million, or $0.02 per diluted share, for Q3 2025, a significant improvement from a net loss of $3.6 million, or $0.04 per diluted share, in Q3 2024.
  • Adjusted OIBDA increased to $10.2 million for Q3 2025, up from $8.8 million in Q3 2024, driven by higher inventory utilization and rebounding advertiser demand.
  • A cash dividend of $0.03 per share was declared on October 30, 2025, payable on November 26, 2025, to stockholders of record on November 10, 2025.
  • For the fourth quarter of 2025, NCM LLC expects total revenue of $91.0 million to $98.0 million and Adjusted OIBDA in the range of $30.0 million to $35.0 million.
Oct 30, 2025, 8:08 PM

Quarterly earnings call transcripts for National CineMedia.

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