NASDAQ$NCMI

National CineMedia Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

National CineMedia reported Q1 2025, revenue of $68.5M, net income of $12.4M, diluted EPS of $0.27.

For Q1 2025, National CineMedia reported revenue of $68.5M, net income of $12.4M, diluted EPS was $0.27. The filing highlights segment performance, liquidity, and management commentary on the period.

  • Revenue $68.5M.
  • Net income $12.4M.
  • Diluted EPS $0.27.

Headline financials

Total Revenue

$34.9M

Previous: $37.4M-6.7%
EPS (adj)

$0.27

Previous: -$0.36+175.0%
Adjusted OIBDA

-$9M

Previous: -$5.7M-57.9%
Adjusted OIBDA Margin

-25.8%

Previous: -15.2%-69.7%
Total Attendance

72.3M

Previous: 75.8M-4.6%
Nat'l Ad Rev per Attendee

$0.38

Previous: $0.39-2.6%
Local Ad Rev per Attendee

$0.07

Previous: $0.07-2.9%
Total Screens

17.9K

Previous: 18.3K-2.3%
ESA Party Screens

9.4K

Previous: 9.6K-1.2%
ESA Party Attendance

46.4M

Previous: 47.1M-1.5%
Capital Expenditures

$900K

Previous: $1.3M-30.8%
Ad Rev per Attendee

$0.45

Previous: $0.46-2.6%
Total Rev per Attendee

$0.48

Previous: $0.49-2.0%
Net Income

-$30.7M

Previous: -$34.7M+11.5%
Operating Income

-$23.9M

Previous: -$22.7M-5.3%
Gross Profit

-$300K

Previous: $33.8M-100.9%

Revenue & EPS history

National CineMedia · Revenue · Quarterly

$34.9M

Q1 2025-6.7%vs Q1 2024
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Revenue by segment

National CineMedia · $57.7M total across 2 segments · Q2 2023

  • National Advertising
    $44.3M-12.6%
  • Local and Regional
    $13.4M+27.6%

Forward guidance

Management discusses operating priorities, capital allocation, and sector risks in the quarterly filing.

Tailwinds

  • Headline results and segment trends anchor the quarter.
  • Liquidity and balance-sheet capacity support operations.
  • Strategic initiatives outlined in MD&A.

Headwinds

  • Macro, rates, or input costs may pressure margins.
  • One-time items affect year-over-year comparability.
  • Execution risk on growth or restructuring plans.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+2.5%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+1.9%

Avg return

30 days after

43%

28 / 65 earnings

Positive

+232.3%

Q4 2022

Best reaction

-27.2%

Q1 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.9%-19.5%
Q4 2025+1.4%+1.4%-13.4%
Q3 2025+0.7%-9.3%-3.7%
Q1 2025-11.6%-12.1%-10.5%
Q4 2024-17.8%-12.9%-9.9%
Q3 2024-8.3%-11.5%-0.1%
Q2 2024+11.1%+7.4%+20.1%
Q1 2024+0.9%-1.5%+11.4%
Q4 2023+19.3%+32.8%+5.0%
Q3 2023+6.1%+2.7%-2.9%
Q2 2023+2.4%-6.5%+33.2%
Q1 2023+3.9%+0.0%+12.9%
Q4 2022+232.3%+169.2%+146.2%
Q3 2022+31.3%+38.1%-7.1%
Q2 2022-19.4%+2.3%-35.3%
Q1 2022-22.4%-31.7%-38.0%
Q4 2021-10.7%-11.7%-16.7%
Q3 2021-1.3%+0.3%-25.5%
Q2 2021-6.0%-14.7%-19.7%
Q1 2021-2.7%+2.1%+16.3%
Q4 2020-2.5%+26.1%-4.8%
Q3 2020+7.3%+4.0%+99.5%
Q2 2020+15.8%+20.2%+45.7%
Q1 2020-5.5%+3.6%+1.6%
Q4 2019+18.2%+5.9%-66.0%
Q3 2019-16.6%-10.1%-20.5%
Q2 2019-3.3%-0.6%+16.4%
Q1 2019+6.4%+6.7%-8.0%
Q4 2018+11.8%+6.5%+2.5%
Q3 2018-15.7%-12.9%-19.9%
Q2 2018-0.9%+5.2%+7.8%
Q1 2018+21.9%+29.6%+30.3%
Q4 2017-10.0%-17.5%-20.1%
Q3 2017-12.6%-16.1%-2.1%
Q2 2017-6.5%-17.0%-19.4%
Q1 2017-27.2%-28.7%-38.3%
Q4 2016-5.5%+0.4%-1.9%
Q3 2016+3.9%+13.0%+13.8%
Q2 2016-4.7%-3.4%-5.6%
Q1 2016-2.6%
Q4 2015-3.4%
Q3 2015+5.7%
Q2 2015-2.5%
Q1 2015+6.8%
Q4 2014+0.7%
Q3 2014+13.0%
Q2 2014-13.1%
Q1 2014-4.1%
Q4 2013-13.4%
Q3 2013-7.5%
Q2 2013+5.2%
Q1 2013+7.8%
Q4 2011-0.5%
Q4 2012-2.9%
Q3 2012-10.0%
Q2 2012+1.6%
Q1 2011-6.4%
Q1 2012-0.1%
Q4 2009+4.2%
Q3 2010+10.0%
Q3 2011+10.0%
Q4 2010-6.4%
Q2 2011-6.4%
Q2 2010-6.4%
Q1 2010+2.0%

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