Cinema ad firm National CineMedia Q3 revenue misses estimates

National CineMedia

30/10/2025 20:48

Overview

National CineMedia Q3 revenue rose 1.6% yr/yr, but misses estimates

Net income for Q3 improved to $1.6 mln from a loss last year

Company achieved highest Q3 national ad revenue per attendee in five years

Outlook

Company expects Q4 2025 revenue of $91 mln to $98 mln

Company anticipates Q4 2025 Adjusted OIBDA of $30 mln to $35 mln

Renewed advertiser confidence and upcoming releases to bolster Q4 results

Result Drivers

ADVERTISING REVENUE - Achieved highest Q3 national advertising revenue per attendee in five years, driven by effective sales efforts

INVENTORY UTILIZATION - Profitability increase attributed to higher inventory utilization

ADVERTISER DEMAND - Rebound in advertiser demand across key categories outpaced box office trends

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
$63.40 mln
$64.39 mln (5 Analysts)
Q3 EPS
$0.02
Q3 Net Income
$1.60 mln
Q3 Operating Income
-$1.80 mln
Q3 Pretax Profit
$1.60 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the advertising & marketing peer group is "buy"

Wall Street's median 12-month price target for National Cinemedia Inc is $7.00, about 40.9% above its October 29 closing price of $4.14

Press Release: ID:nBw33JSgsa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)