National CineMedia Inc (NAS:NCMI)

Q3 2025 National Cinemedia Inc Earnings Call Transcript

Oct 30, 2025 / 09:00 PM GMT

Release Date Price: $4.04 (-2.42%)

Transcript 10-Q8-K

Key Points

Positve

National CineMedia Inc (NCMI) achieved top-line growth despite a softer late summer box office and industry-wide decline in attendance.
The company saw a rebound in demand across key advertising categories, including retail, automotive, wireless, and government.
Programmatic revenue was approximately four times higher than the previous year, marking the strongest programmatic quarter ever.
Self-serve platform revenue increased by 23% quarter over quarter, driven by expanded business development outreach and CRM-based activation.
National advertising revenue increased by 6.6% year over year, driven by strong scatter demand and improved inventory utilization.

Negative

NCMI's quarterly audience was down 11% compared with the third quarter of 2024, reflecting a decline in attendance.
Local and regional advertising revenue decreased to $9.6 million from $11.4 million in the prior year period.
The third quarter box office underperformed versus industry expectations with inconsistent performance among new releases.
Total operating expenses were $65.2 million, down from $69.9 million, but still reflecting challenges in cost management.
Year-to-date total revenue was $150 million, down from $154.5 million in the same period last year, indicating ongoing revenue challenges.

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

NCMI.OQ - National Cinemedia Inc
Q3 2025 National Cinemedia Inc Earnings Call
Oct 30, 2025 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to the National Cinemedia Inc.

23 2025 earnings conference call.

All participants will be in a listen learning 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 the question, you may press star one on your telephone keypad to withdraw your question, please press star them too.

Please note this event is being recorded.

I'd now like to turn the conference over to Chan Park, senior

Senior Vice President of finance.

Doing today by our Chief Executive Officer Pam Leinski, and our Chief Financial

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