NCMI · National CineMedia, Inc.
$2.86
+0.18 (+6.72%)
At close · Aug 14
Market Cap
$269.04M
Shares
94.07M
National CineMedia, Inc. Earnings Call Transcripts
Every quarterly earnings call for National CineMedia, Inc. (NCMI) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲304.5%
$63.50M
$8.60M
'21 Q4
22-03-03
▲564.8%
$35.90M
−$25.20M
'22 Q1
22-05-09
▲379.3%
$67.10M
−$700,000
'22 Q2
22-08-08
▲71.9%
$54.50M
−$8.90M
'22 Q3
22-11-07
▼54.7%
$24.70M
$181.80M
'23 Q3
23-11-07
▼1%
$90.80M
$23.60M
'23 Q4
24-03-18
▲7.2%
$37.40M
−$34.70M
'24 Q1
24-05-06
▲269.6%
$54.70M
−$8.70M
'24 Q2
24-08-05
▲152.6%
$62.40M
−$3.60M
'24 Q3
24-11-05
▼5%
$86.30M
$24.70M
'24 Q4
25-03-06
▼6.7%
$34.90M
−$30.70M
'25 Q1
25-05-06
▼5.3%
$51.80M
−$10.70M
'25 Q2
25-08-05
▲1.6%
$63.40M
$1.60M
'25 Q3
25-10-30
▲7.9%
$93.10M
$29.20M
'25 Q4
26-02-26
▼2.6%
$34.00M
−$28.60M
'26 Q1
26-05-12
LATEST
▲12.7%
$58.40M
−$9.90M
'26 Q2
26-08-11
Earnings call
FY26 · Q2
2026-08-11
National CineMedia, Inc. Second Quarter 2026 Earnings Conference Call
Confident tone
Captivate acquisition
Box office and attendance
Local advertising growth
Revenue
$58.40M
▲ 12.7% YoY Diluted EPS
$-0.11
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-12
National CineMedia, Inc. Q1 FY2026 Earnings Call
Positive tone
Box office and attendance recovery
Local advertising rebuild
Advertising demand and revenue mix
Revenue
$34.00M
▼ 2.6% YoY Diluted EPS
$-0.31
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
National CineMedia, Inc. Q4 FY2025 Earnings Call
Confident tone
Local market reset and rebuild
AMC partnership and Spotlight acquisition
Advertiser demand and category mix
Revenue
$93.10M*
▲ 7.9% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-30
National CineMedia, Inc. Q3 FY2025 Earnings Call
Confident tone
Box office and attendance trends
Programmatic advertising growth
Q3 financial results and revenue growth
Revenue
$63.40M
▲ 1.6% YoY Diluted EPS
$0.02
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-08-05
National CineMedia, Inc. Q2 FY2025 Earnings Call
Positive tone
Third quarter outlook and pacing
CTV competition and inventory forecasting
Bullseye AI and local advertising
Revenue
$51.80M
▼ 5.3% YoY Diluted EPS
$-0.11
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-06
National CineMedia, Inc. Q1 FY2025 Earnings Call
Positive tone
Box office performance and film slate
Advertising market headwinds
NCMx platform and data products
Revenue
$34.90M
▼ 6.7% YoY Diluted EPS
$-0.32
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-03-06
National CineMedia, Inc. Q4 FY2024 Earnings Call
Confident tone
Financial Performance
Box Office Recovery
Local and Regional Business
Revenue
$86.30M*
▼ 5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-11-05
National CineMedia, Inc. Q3 FY2024 Earnings Call
Confident tone
Advertising Revenue and New Client Wins
Programmatic and Digital Innovation
Scatter Market and Upfront Mix Shift
Revenue
$62.40M
▲ 152.6% YoY Diluted EPS
$-0.04
▼ 101.4% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-05
National CineMedia, Inc. Q2 FY2024 Earnings Call
Confident tone
Box Office Recovery and Momentum
Advertising Revenue Outperformance vs. Attendance
Advertiser Category Diversification
Revenue
$54.70M
▲ 269.6% YoY Diluted EPS
$-0.09
▼ 100.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-06
National CineMedia, Inc. Q1 FY2024 Earnings Call
Confident tone
Box Office Recovery & Film Slate
Advertiser Categories & Spend Mix
Advertising Revenue Growth & Resilience
Revenue
$37.40M
▲ 7.2% YoY Diluted EPS
$-0.36
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-03-18
National CineMedia, Inc. Q4 FY2023 Earnings Call
Confident tone
Programmatic Advertising Launch
Capital Allocation / Share Buyback
Cinema Advertising Demand / Brand Engagement
Revenue
$90.80M*
▼ 1% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-07
National CineMedia, Inc. Q3 FY2023 Earnings Call
Revenue
$24.70M
▼ 54.7% YoY Diluted EPS
$2.89
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q3
2022-11-07
National CineMedia, Inc. Q3 FY2022 Earnings Call
Revenue
$54.50M
▲ 71.9% YoY Diluted EPS
$-1.09
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-08
National CineMedia, Inc. Q2 FY2022 Earnings Call
Revenue
$67.10M
▲ 379.3% YoY Diluted EPS
$-0.09
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-09
National CineMedia, Inc. Q1 FY2022 Earnings Call
Revenue
$35.90M
▲ 564.8% YoY Diluted EPS
$-3.11
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-03-03
National CineMedia, Inc. Q4 FY2021 Earnings Call
Revenue
$63.50M*
▲ 304.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-08
National CineMedia, Inc. Q3 FY2021 Earnings Call
Revenue
$31.70M
▲ 428.3% YoY Diluted EPS
$-1.90
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-09
National CineMedia, Inc. Q2 FY2021 Earnings Call
Revenue
$14.00M
▲ 250% YoY Diluted EPS
$-2.80
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-10
National CineMedia, Inc. Q1 FY2021 Earnings Call
Revenue
$5.40M
▼ 91.7% YoY Diluted EPS
$-2.50
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-03-08
National CineMedia, Inc. Q4 FY2020 Earnings Call
Revenue
$15.70M
▼ 89.3% YoY Diluted EPS
$-4.50
▼ 287.5% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-11-02
National CineMedia, Inc. Q3 FY2020 Earnings Call
Revenue
$6.00M
▼ 94.6% YoY Diluted EPS
$-1.60
▼ 233.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-08-03
National CineMedia, Inc. Q2 FY2020 Earnings Call
Revenue
$4.00M
▼ 96.4% YoY Diluted EPS
$-1.80
▼ 263.6% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-05-05
National CineMedia, Inc. Q1 FY2020 Earnings Call
Revenue
$64.70M
▼ 15.9% YoY Diluted EPS
$-0.50
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
National CineMedia, Inc. Q4 FY2019 Earnings Call
Revenue
$147.20M
▲ 7.1% YoY Diluted EPS
$2.40
▲ 14.3% YoY
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–24 of 24 earnings calls
Key facts
CIK
1377630
CUSIP
635309206
13F (30d)
107 filings
106 filers
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