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National Cinemedia (NCMI)
NASDAQ:NCMI
Earnings Data
Report Date
Aug 11, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.09Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: -8.68%
|Next Earnings Date:Aug 11, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted several strategic initiatives and partnerships, notably the extension with AMC Theaters and the introduction of new products, suggesting a positive long-term outlook. However, the quarter was marked by revenue declines and challenges in the advertising market, primarily due to external factors like tariff uncertainties and underperforming films.Company Guidance
During the first quarter of fiscal year 2025, National CineMedia (NCM) reported total revenue of $34.9 million, within its guidance range of $34 million to $36 million, but reflecting a 7% year-over-year decline due to a 5% decrease in attendance and a 37% attendance drop in March. The box office generated approximately $1.4 billion, an 11.6% decline compared to the same period last year, attributed to a weaker film slate and underperformance of major titles like "Snow White." However, attendance rebounded in April with "A Minecraft Movie," which set a record for the largest debut ever for a video game feature, contributing to a 6% increase in year-to-date network attendance through April. The company saw a shift towards the scatter market, with 42% of national on-screen revenue attributed to this segment, compared to 29% in the prior year. Adjusted OIBDA was negative $9 million, aligning with guidance, while operating expenses decreased by 2% year-over-year. NCM introduced new products, Bullseye and Blueprint, as part of its NCMx suite, enhancing its advertising capabilities. The company's agreement with AMC Theaters was extended through 2042, adjusting payment structures and securing exclusive advertising rights. Looking ahead, NCM anticipates $56 million to $61 million in second-quarter revenue and adjusted OIBDA between $2.5 million and $7.5 million, despite ongoing tariff-related uncertainties.Introduction of New Products
NCM introduced Bullseye and Blueprint, new products in their NCMx suite, which offer dynamic hyper-localized messaging and identify high-intent consumers, respectively.
AMC Theaters Contract Extension
NCM agreed to a five-year extension of their contract with AMC Theaters through 2042, which includes exclusive rights to lobby advertising and a revised payment structure tied to attendance and advertising revenue.
Positive Attendance Trends
NCM's year-to-date network attendance through April increased by 6% compared to the same period last year, buoyed by strong performances from films like A Minecraft Movie.
Strong Upcoming Film Slate
The second half of 2025 is expected to benefit from a strong lineup of film releases, including anticipated titles like Mission: Impossible - The Final Reckoning and How to Train Your Dragon.
Expansion of Programmatic Advertising
NCM's programmatic advertising business gained traction, with programmatic revenue contributing 3% of total revenue in Q1 and pacing ahead in Q2.
NCMI Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NCMI Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $5.76 | $5.10 | -11.46% |
Mar 06, 2025 | $6.28 | $5.16 | -17.83% |
Nov 05, 2024 | $7.22 | $6.46 | -10.53% |
Aug 05, 2024 | $5.22 | $6.22 | +19.16% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does National Cinemedia (NCMI) report earnings?
National Cinemedia (NCMI) is schdueled to report earning on Aug 11, 2025, TBA Not Confirmed.
What is National Cinemedia (NCMI) earnings time?
National Cinemedia (NCMI) earnings time is at Aug 11, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NCMI EPS forecast?
NCMI EPS forecast for the fiscal quarter 2025 (Q2) is -0.07.