{"schema_version":"secwatch.filing_event.v1","accession":"0001377630-24-000041","form_type":"8-K","ticker":"NCMI","cik":"0001377630","company_name":"National CineMedia, Inc.","filed_at":"2024-03-18T23:59:59+00:00","discovered_at":"2026-05-14T18:03:23.997218+00:00","generated_at":"2026-06-04T14:49:40.247484+00:00","sec_items":["1.01","2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"NCM reports Q4 revenue $90.9M flat YoY; announces $100M share repurchase","bullets":["Q4 revenue $90.9M flat YoY; adjusted OIBDA $39.8M vs $42.1M; EPS $0.24 vs $0.60.","FY 2023 NCM LLC revenue $259.8M (+4% YoY); adjusted OIBDA $52.7M vs $57.3M.","Board approved $100M share repurchase program through April 2027.","Q1 2024 guidance: revenue $34.5-35.5M; adjusted OIBDA -$7.5M to -$6.5M, improved from -$10.9M YoY."],"urls":{"canonical":"https://secwatch.observer/filing/0001377630-24-000041","json":"https://secwatch.observer/filing/0001377630-24-000041.json","markdown":"https://secwatch.observer/filing/0001377630-24-000041.md","text":"https://secwatch.observer/filing/0001377630-24-000041.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1377630/000137763024000041/0001377630-24-000041-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1377630/000137763024000041/ncmllc-20240318.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-04T14:49:40.247484+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"43153b8edb09bbc7ca25c682335130773b7d4d6f","claim":"National CineMedia, Inc. reported full year 2023 results: revenue $259.8 million.","evidence_excerpt":"expense due to the cancellation of historical debt after NCM LLC’s emergence from bankruptcy. FY 2023 NCM LLC Results 1 For fiscal year 2023, NCM LLC delivered total revenue of $259.8 million, up 4% compared to $249.2 million in fiscal year 2022. NCM LLC’s national advertising revenue increased to $190.1 million, up 2% compared to revenue of $187.2 million in fiscal","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1377630/000137763024000041/0001377630-24-000041-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"full year 2023"},{"label":"Revenue","value":"$259.8 million"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"bba9646bc0abe8c3ed09bd1ccb603488c735924d","claim":"National CineMedia, Inc. reported fiscal fourth quarter ended December 28, 2023 results: revenue $90.9 million, net income $23.7 million, EPS $0.24.","evidence_excerpt":"repurchase program may be modified, suspended, or discontinued at any time. Q4 2023 NCM LLC Results 1 In the fourth quarter of 2023, NCM LLC delivered total operating revenue of $90.9 million, approximately flat compared to $91.7 million in the fourth quarter of 2022. NCM LLC’s national advertising revenue increased to $71.9 million, up 2% compared to $70.4 million in","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1377630/000137763024000041/0001377630-24-000041-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"fiscal fourth quarter ended December 28, 2023"},{"label":"Revenue","value":"$90.9 million"},{"label":"Net income","value":"$23.7 million"},{"label":"EPS","value":"$0.24"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"417ab7395cc65f4f9bdf7568f299b903e1233143","claim":"National CineMedia, Inc. amended Sixth Amendment (effective 2024-03-18).","evidence_excerpt":"On March 18, 2024 National CineMedia, LLC (“NCM LLC”) entered into a Sixth Amendment (the “LLC Agreement Amendment”) to NCM LLC’s Third Amended and Restated Limited Liability Company Operating Agreement (the “LLC Agreement”).","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1377630/000137763024000041/0001377630-24-000041-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"amendment"},{"label":"Effective","value":"2024-03-18"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}