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National CineMedia (NCMI) investor relations material
National CineMedia Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Q2 2025 revenue was $51.8M, down 5.3% year-over-year, with adjusted OIBDA at $0.7M, reflecting advertiser caution and economic uncertainty.
Net loss attributable to shareholders was $10.7M for Q2 2025, compared to $8.7M in Q2 2024.
Box office attendance rose 24% year-over-year, but higher attendance did not offset lower ad pricing and demand.
Programmatic ad volume grew over 50% quarter-over-quarter, with self-serve revenue up 30% year-over-year.
Q3 sales commitments are pacing ahead of last year, with optimism for a stronger second half due to industry momentum and advertiser confidence.
Financial highlights
Q2 total revenue: $51.8M, down 5.3% year-over-year; YTD revenue: $86.6M, down 6.0%.
National ad revenue: $41.2M; local/regional: $6.4M; beverage agreements: $4.2M.
Operating expenses: $63.8M, slightly down year-over-year; operating loss: $12.0M.
Adjusted OIBDA margin was 1.4% in Q2 2025, down from 13.9% in Q2 2024.
Cash and equivalents at quarter-end: $40.3M; no outstanding debt under $45M credit facility.
Outlook and guidance
Q3 2025 revenue expected between $62M and $67M; adjusted OIBDA forecasted at $7.5M–$11.5M.
Management anticipates a stronger second half, citing industry momentum and increased advertiser confidence.
CPMs expected to remain stable year-over-year in Q3, with improved utilization.
AMC agreement expected to reduce amortization expense and provide exclusive advertising rights.
No material tax benefit expected in the near term due to full valuation allowance on deferred tax assets.
Why did Q2 revenue decrease?
What is driving industry momentum?
Explain the ESA payable remeasurement.
How will NCM triple its programmatic footprint by year-end?
How does NCM plan to maximize local ad recovery?
What CPM and utilization is in Q3 guidance?
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Next National CineMedia earnings date
Q3 202530 Oct, 2025
Next National CineMedia earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
National CineMedia Inc offers digital in-theater advertising and entertainment content, concessions promotions, and other programming to its theater partners; and advertising representation services to advertisers, advertising agencies, and advertising networks. It operates through three segments: Network, Cinema Media, and Film Advertising. The Network segment provides exhibitors with network software platform used to schedule and playback advertisements and entertainment on the cinema screens into a network of theaters; conducts meetings or events in theaters for third party clients; licenses the CinemaSync platform to exhibitors that enables exhibitors to synchronize advertisements and related information on tablets; sells advertising inventory; offers Software as a Service-based suite of applications to enable its theater partners to manage their businesses. The Cinema Media segment sells theatre circuits for placement of their pre-show content on individual theater screens. The Film Advertising segment offers integrated marketing services in connection with the distribution of feature films from studios to theaters.
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