earnings
confidence high
sentiment positive
materiality 0.70
National CineMedia Q3 revenue $62.4M, exceeds guidance; scatter revenue up 35% YoY
National CineMedia, Inc.
2024-Q3 EPS reported
-$0.49
revenue$154,500,000
- NCM LLC revenue declined 10.3% YoY to $62.4M; consolidated revenue rose 152.6% due to restructuring.
- Operating loss improved to $7.5M from $150.7M (NCM LLC basis); net loss $3.6M vs net income $181.8M in prior Q3.
- Scatter revenue increased 35% year-over-year; premium Platinum offering more than doubled vs last year.
- Q4 2024 outlook: NCM LLC revenue $82–86M, Adjusted OIBDA $28–30M.
- CEO cites strong box office momentum and 2025 film slate confidence for continued growth.