National CineMedia Inc (NAS:NCMI)

Q4 2024 National Cinemedia Inc Earnings Call Transcript

Mar 6, 2025 / 10:00 PM GMT

Release Date Price: $6.35 (-0.63%)

Transcript 10-K8-K

Key Points

Positve

National CineMedia Inc (NCMI) reported a 26% year-over-year increase in the total box office for Q4 2024, generating approximately $2.4 billion.
The company welcomed 25 new advertisers in Q4 2024, indicating a growing interest in cinema advertising.
NCMI's platinum advertising product saw significant growth, with revenue more than doubling year-over-year.
The company's NCMX data intelligence platform is playing an increasing role in driving measurable impact and value for advertising partners.
NCMI reported revenue of $86.3 million for Q4 2024, slightly exceeding their revenue guidance of $82 to $86 million.

Negative

National advertising revenues decreased to $69.2 million in Q4 2024 compared to $71.9 million in Q4 2023, driven by a 22% decrease in utilization.
Local and regional advertising revenue was $13.5 million in Q4 2024, down from $16.2 million in Q4 2023.
Total revenue for Q4 2024 decreased by 5% year-over-year, primarily due to an unfavorable mix of harder-to-monetize G and PG-rated movies.
The company expects softer performance in Q1 2025 compared to the prior year, driven by a weaker film slate and a slight decline in attendance.
NCMI's full-year 2024 revenue of $240.8 million was lower than the $259.8 million reported in 2023, largely due to lower attendance during the year.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NCMI.OQ - National Cinemedia Inc
Q4 2024 National Cinemedia Inc Earnings Call
Mar 06, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the National Cine Media Incorporated 4th quarter 2024 earnings conference call.

All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by 0.

After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your touch tone phone. And to withdraw your question, please press star, then 2. Please note this event is being recorded. I would now like to turn the conference over to Chan Park, Vice President of Finance. Please go ahead.

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Unidentified_2 [2]

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