The earnings call highlighted significant growth in programmatic and self-serve advertising platforms and a recovering box office environment. However, the company faced challenges with revenue shortfalls, declines in advertising revenue, and economic uncertainties impacting advertiser budgets. While there is optimism for the third quarter, the mixed performance in the second quarter suggests balanced sentiment.

Company Guidance -

Q3 2025

In the second quarter of fiscal year 2025, National CineMedia (NCM) faced challenges in the advertising market, resulting in total revenue of $51.8 million and an adjusted OIBDA of $0.7 million, both falling short of expectations. Despite these setbacks, the company remains optimistic about the second half of the year, driven by a robust third-quarter pipeline and improved ad sales commitments. NCM's programmatic advertising saw a significant boost, with advertiser volume increasing by more than 50% quarter-over-quarter, while their self-serve platform revenue grew by over 30% year-over-year. The company is also focusing on enhancing its local sales capabilities, expecting to capitalize on the ongoing recovery in cinema attendance, which reached over 115 million individuals in the second quarter, a 24% increase from the previous year. Looking forward, NCM anticipates third-quarter revenue between $62 million and $67 million and adjusted OIBDA ranging from $7.5 million to $11.5 million, supported by a strong slate of upcoming films and increased advertiser demand.

Programmatic Advertising Growth

Programmatic advertiser volume grew by more than 50% quarter-over-quarter, with approximately 70% of second quarter programmatic advertisers being new to NCM, indicating a growing appeal of their platform.

Self-Serve Platform Adoption

Revenue from the self-serve platform increased more than 30% year-over-year, showing strong adoption as the company heads into the second half of 2025.

Box Office Recovery

NCM reached over 115 million individuals across its network in the second quarter, up 24% compared with the second quarter of '24, highlighting the ongoing recovery in cinema attendance.

New Advertiser Acquisition

NCM welcomed 12 new advertisers that placed major cinema campaigns for the first time since the pandemic, demonstrating their ability to expand their client base.

Third Quarter Momentum

Ad sales commitments for the third quarter are pacing ahead of last year's levels, with improved visibility into the pipeline, suggesting a stronger start to the second half.

National Cinemedia (NCMI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

NCMI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	-0.02 / -	-0.04	―	―	―
Aug 05, 2025	2025 (Q2)	-0.11 / -0.11	-0.09	-22.22% (-0.02)	―
May 06, 2025	2025 (Q1)	-0.21 / -0.32	-0.36	11.11% (+0.04)
Mar 06, 2025	2024 (Q4)	0.18 / 0.26	0.24	8.33% (+0.02)
Nov 05, 2024	2024 (Q3)	-0.03 / -0.04	0.69	-105.80% (-0.73)
Aug 05, 2024	2024 (Q2)	-0.08 / -0.09	-1.38	93.48% (+1.29)
May 06, 2024	2024 (Q1)	-0.12 / -0.36	-3.08	88.31% (+2.72)
Mar 18, 2024	2023 (Q4)	0.09 / 0.24	0.7	-65.71% (-0.46)
Nov 07, 2023	2023 (Q3)	-0.14 / 0.69	-1.3	153.08% (+1.99)
Aug 07, 2023	2023 (Q2)	-0.70 / -1.38	-0.1	-1280.00% (-1.28)	―	―

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
Aug 05, 2025	$4.51	$4.66	+3.33%
May 06, 2025	$5.73	$5.06	-11.69%
Mar 06, 2025	$6.24	$5.13	-17.79%
Nov 05, 2024	$7.17	$6.41	-10.60%

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 Nov 10, 2025, After Close (Confirmed).

What is National Cinemedia (NCMI) earnings time?

National Cinemedia (NCMI) earnings time is at Nov 10, 2025, After Close (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 (Q3) is -0.02.

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