tiprankstipranks
Trending News
More News >
National Cinemedia (NCMI)
NASDAQ:NCMI
US Market
Advertisement

National Cinemedia (NCMI) Earnings Dates, Call Summary & Reports

Compare
582 Followers

Earnings Data

Report Date
Mar 11, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.22
Last Year’s EPS
0.26
Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call presented a generally positive outlook with significant growth in Programmatic and self-serve platforms, despite some declines in attendance and local advertising revenue. The stabilization of advertiser demand and anticipation of a strong fourth quarter contribute to an optimistic sentiment.
Company Guidance
In the third quarter of fiscal year 2025, National CineMedia, Inc. reported total revenue of $63.4 million, within their guidance range of $62 million to $67 million, marking a 2% year-over-year increase. This growth was largely driven by improved national advertising demand, which totaled $49.9 million, up 6.6% from the previous year, despite a decline in overall attendance by 11% compared to Q3 2024. The company achieved an adjusted OIBDA of $10.2 million, aligning with expectations, and reflecting strong inventory utilization, especially in their Programmatic and self-serve advertising channels. Programmatic revenue saw a significant increase, approximately 4 times higher than the previous year, while self-serve platform revenue rose 23% quarter-over-quarter. National revenue per attendee increased by 20% year-over-year, reaching $0.46, the highest in five years. Local and regional advertising revenue, however, saw a decline to $9.6 million from $11.4 million the prior year. NCM ended the quarter with $32.9 million in cash and no debt, while announcing a quarterly dividend of $0.03 per share. The company remains optimistic about the fourth quarter, expecting revenue between $91 million and $98 million, driven by a strong holiday movie slate.
Stabilization of Advertiser Demand
Advertiser sentiment stabilized in the third quarter, with a rebound in demand across key advertising categories such as retail, automotive, wireless, and government.
Programmatic Revenue Growth
Programmatic revenue grew approximately 4x compared to the previous year, marking the strongest Programmatic quarter ever, with an 82% sequential increase.
Self-Serve Platform Growth
Self-serve platform revenue increased by 23% quarter-over-quarter, driven by expanded business development outreach and CRM-based activation.
National Advertising Revenue Increase
National advertising revenue totaled $49.9 million, up 6.6% from $46.8 million in the prior year period, driven by strong scatter demand and improved inventory utilization.
Strong Performance of Platinum Spot
Platinum Spot achieved an impressive 89% ad recall, with revenue up 19% compared to the prior year, and the highest third quarter Platinum sales in NCM's history.
Bullseye Product Success
The Bullseye product delivered more than 283,000 verified incremental store visits, representing a 110% lift in a recent cellular campaign.
Positive Outlook for Q4
Anticipated strong holiday slate with films like Wicked for Good, Avatar Fire & Ash, and Zootopia 2, already generating significant advertiser excitement.

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

NCMI Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 11, 2026
2025 (Q4)
0.22 / -
0.26
Oct 30, 2025
2025 (Q3)
-0.03 / 0.02
-0.04150.00% (+0.06)
Aug 05, 2025
2025 (Q2)
-0.11 / -0.11
-0.09-22.22% (-0.02)
May 06, 2025
2025 (Q1)
-0.21 / -0.32
-0.3611.11% (+0.04)
Mar 06, 2025
2024 (Q4)
0.18 / 0.26
0.248.33% (+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
-1.3893.48% (+1.29)
May 06, 2024
2024 (Q1)
-0.12 / -0.36
-3.0888.31% (+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
-1.3153.08% (+1.99)
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
Oct 30, 2025
$4.04$4.42+9.41%
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%
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 Mar 11, 2026, After Close (Confirmed).
    What is National Cinemedia (NCMI) earnings time?
    National Cinemedia (NCMI) earnings time is at Mar 11, 2026, 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 (Q4) is 0.22.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis