NCMI National CineMedia, Inc.

CIK 0001377630 50 ready 8-Ks latest May 12, 2026, 4:08 PM ET RSS · JSON

Activity: QUIET 0 filings / 30d vs 1 baseline

Ready 8-Ks 50

Latest filing May 12, 2026, 4:08 PM ET

Top materiality 0.90

Event mix other_material ×18 · earnings ×13 · leadership ×7

Sentiment 11 pos · 10 neg · 29 neu

Latest earnings ▼ miss 2026-Q1

Executive change recent →

Recent 8-K filings for NCMI

Highest-materiality recent filing

National CineMedia files Series A Preferred designation, issues 5M shares to support Chapter 11 plan

June 28, 2023, 7:59 PM ET other material materiality 0.90 neutral item 1.01 item 3.02 item 3.03 item 5.03 item 9.01 ◈ Governance Changes

Filed Certificate of Designation for 5M Series A Preferred shares, par $0.01, with voting rights of 217.47 votes per common share equivalent.
Issued 5,000,000 Preferred Shares to Omni on June 28, 2023, to vote for Increased Share Authorization Event.

Read filing →

May 12, 2026, 4:08 PM ET earnings materiality 0.65 negative item 2.02 item 5.07 item 9.01 ◈ Shareholder Votes ×3◈ Earnings Releases ×2

National CineMedia Q1 revenue $34M, net loss $28.6M; implements $11M cost savings plan

Revenue $34.0M, down 2.6% YoY; operating loss $26.9M vs $23.9M prior year.
March 27, 2026, 7:59 PM ET other materiality 0.15 neutral item 5.03 item 9.01 ◈ Governance Changes

National CineMedia Board increases director count from 7 to 8 ahead of 2026 annual meeting

Board adopted amendment to Bylaws increasing director count from seven to eight.
February 27, 2026, 6:59 PM ET earnings materiality 0.65 positive item 2.02 item 9.01

NCM reports Q4 revenue up 8% to $93.2M, adj. EPS $0.28; declares $0.03 dividend

Q4 net income $29.3M ($0.31 diluted EPS) vs $24.7M ($0.26) a year ago; adjusted EPS $0.28 vs $0.23.
February 26, 2026, 6:59 PM ET earnings materiality 0.70 neutral item 2.02 item 9.01

NCM Q4 revenue up 8% to $93.2M, net income $29.3M; declares $0.03 dividend; Q1 guidance negative

Q4 revenue $93.2M (+8% YoY); operating income $23.8M vs $20.0M; net income $29.3M ($0.31 diluted EPS).
December 23, 2025, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01

National CineMedia extends CEO Lesinski's contract to 2028 with $1M base salary and $1M annual LTI target

CEO Thomas Lesinski contract extended to Dec 31, 2028; base salary raised to $1M, target bonus 100%.
November 17, 2025, 6:59 PM ET M&A materiality 0.70 positive item 7.01 item 9.01

NCM acquires Spotlight Cinema Networks; adds ~6% market share, expands NY/LA 30%

Acquired Spotlight Cinema Networks, the only U.S. cinema ad firm serving luxury/art house exhibitors.
November 14, 2025, 6:59 PM ET leadership materiality 0.45 neutral item 5.02

National CineMedia President of Sales & Marketing Catherine Sullivan departs; position eliminated

Catherine Sullivan steps down as President – Sales, Marketing and Partnerships effective Nov 13, 2025; departs Dec 1, 2025.
October 30, 2025, 7:59 PM ET earnings materiality 0.65 positive item 2.02 item 9.01

National CineMedia Q3 net income $1.6M, revenue +1.6% to $63.4M; declares $0.03 dividend

Net income of $1.6M ($0.02 EPS) vs net loss of $3.6M ($0.04 loss) in Q3 2024.
October 22, 2025, 7:59 PM ET leadership materiality 0.35 neutral item 5.02

NCMI appoints Simon Mullaly to board; Tripp Lane resigns effective immediately

Simon Mullaly appointed to NCMI Board effective Oct 21, 2025, replacing Nathan 'Tripp' Lane.
September 29, 2025, 7:59 PM ET leadership materiality 0.25 neutral item 5.02

Director Nathan Lane resigns from NCM Board; Blantyre Capital to designate replacement

Nathan 'Tripp' Lane resigned effective immediately prior to Board approval of a replacement nominee designated by Blantyre Capital.
August 5, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02 item 9.01

NCMI Q2 revenue -5.3% to $51.8M; operating loss widens to $12.0M

Revenue $51.8M (-5.3% YoY); net loss $0.11 per diluted share.
May 6, 2025, 7:59 PM ET earnings materiality 0.85 positive item 2.02 item 5.07 item 9.01

NCM Q1 revenue $34.9M (-6.7%), net loss $0.24/sh; AMC partnership extended to 2042

Total revenue $34.9M vs $37.4M Q1 2024; operating loss $23.9M.
April 23, 2025, 7:59 PM ET other material materiality 0.85 positive item 1.01

NCMI extends AMC exhibitor agreement to 2042, revises payment, ends litigation

Term extended by 5 years to Feb 13, 2042; revised consideration from July 1, 2025 based on attendance, screens, revenue.
March 21, 2025, 7:59 PM ET other material materiality 0.50 neutral item 3.02 item 5.03 item 9.01 ◈ Governance Changes

NCMI board cuts to 7 directors; unit adjustment yields 100% NCM LLC ownership

Board adopted bylaw amendment reducing director count from nine to seven, effective May 1, 2025.
March 13, 2025, 7:59 PM ET dividend materiality 0.70 positive item 7.01 item 8.01 item 9.01

NCM reintroduces $0.12 annual dividend, launches AI-powered Bullseye ad platform

Declared $0.03 quarterly dividend ($0.12 annual); payable April 7, 2025 to holders of record March 24, 2025.
March 6, 2025, 6:59 PM ET earnings materiality 0.60 neutral item 2.02 item 9.01

National CineMedia Q4 revenue $86.3M, down 5.1% YoY; Q1 guidance $34-36M with negative OIBDA

Q4 net income $24.7M ($0.26 EPS) vs $23.7M ($0.24 EPS) in prior year.
January 27, 2025, 6:59 PM ET debt materiality 0.60 positive item 1.01 item 1.02 item 2.03 item 9.01

National CineMedia enters $45M credit facility with U.S. Bank, replaces prior $55M facility

New $45M senior secured revolving credit facility matures Jan 24, 2028; no borrowings drawn as of Jan 27.
November 5, 2024, 6:59 PM ET earnings materiality 0.70 positive item 2.02 item 9.01

National CineMedia Q3 revenue $62.4M, exceeds guidance; scatter revenue up 35% YoY

NCM LLC revenue declined 10.3% YoY to $62.4M; consolidated revenue rose 152.6% due to restructuring.
September 6, 2024, 7:59 PM ET leadership materiality 0.40 neutral item 5.02

National CineMedia extends CFO Ronnie Ng's contract to 2027, raises base salary to $600,000

Term extended through September 26, 2027; amended employment agreement effective September 27, 2024.
August 5, 2024, 7:59 PM ET earnings materiality 0.55 negative item 2.02 item 9.01

NCMI Q2 NCM LLC revenue $54.7M (-15% YoY); net loss $0.09/shr; Q3 guide weak

NCM LLC Q2 revenue $54.7M (-15.1% YoY); operating loss widened to $9.3M from $2.2M.
May 23, 2024, 7:59 PM ET leadership materiality 0.25 neutral item 5.02 ◈ executive_change ×2

National CineMedia board member Tiago Lourenço resigns; Nathan 'Tripp' Lane elected as replacement

Tiago Lourenço resigned from the board on May 17, 2024, effective immediately, with no disagreement.
May 15, 2024, 7:59 PM ET leadership materiality 0.55 neutral item 5.02 item 7.01 item 9.01 ◈ executive_change ×2

NCM appoints Catherine Sullivan as President of Sales, Marketing & Partnerships; Felenstein departs June 30

Catherine Sullivan appointed President – Sales, Marketing and Partnerships effective May 16, 2024; reports to CEO Tom Lesinski.
May 9, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×3

Annual meeting results: all director nominees elected, say-on-pay and auditor ratified

Nine directors elected, including Lauren Zalaznick (39.1M for) and David Glazek (31.2M for, 8.1M withheld).
May 6, 2024, 7:59 PM ET earnings materiality 0.65 neutral item 2.02 item 9.01 ◈ Earnings Releases

National CineMedia Q1 revenue up 7.2% to $37.4M, net loss narrows; Q2 guidance below prior year

Revenue $37.4M (up 7.2% YoY); operating loss improved to $22.7M from $30.6M.
March 22, 2024, 7:59 PM ET other material materiality 0.55 neutral item 3.02 item 4.01 item 9.01 ◈ Auditor Changes ×2

NCMI appoints Grant Thornton as new auditor; issues NCM LLC units to AMC, Cinemark

Audit Committee dismissed Deloitte and appointed Grant Thornton as independent auditor for FY ending Dec 26, 2024, effective March 19.
March 18, 2024, 7:59 PM ET other material materiality 0.55 positive item 8.01 item 9.01

National CineMedia authorizes $100M share repurchase program through 2027

Board approved up to $100M in common stock repurchases over three years, through April 1, 2027.
March 18, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 1.01 item 2.02 item 9.01 ◈ Earnings Releases ×2◈ Material Agreements

NCM reports Q4 revenue $90.9M flat YoY; announces $100M share repurchase

Q4 revenue $90.9M flat YoY; adjusted OIBDA $39.8M vs $42.1M; EPS $0.24 vs $0.60.
February 2, 2024, 6:59 PM ET other materiality 0.10 neutral item 5.07 ◈ Shareholder Votes

National CineMedia will hold annual say-on-pay votes based on stockholder preference

Company determined to hold future advisory votes on executive compensation annually.
February 2, 2024, 6:59 PM ET other material materiality 0.50 neutral item 5.02 item 5.03 item 9.01 ◈ Governance Changes

National CineMedia adopts modified equity awards per bankruptcy plan; cuts quorum to one-third

Compensation Committee approved time-based RSUs vesting 30% by Dec 2024, then quarterly through 2026.
November 7, 2023, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 5.02 item 5.07 item 9.01 ◈ Shareholder Votes ×5◈ Earnings Releases ×2

National CineMedia Q3 NCM LLC revenue up 27.7% to $69.6M; restructuring cuts $1.2B debt

NCM LLC total operating revenue $69.6M (+27.7% YoY); national ad revenue $52.0M (+31.0%).
October 23, 2023, 7:59 PM ET earnings materiality 0.80 negative item 9.01

NCM LLC Q2 net loss widens to $23.6M; revenue falls 4% YoY; emerges from Chapter 11

Net loss of $23.6M in Q2 2023 vs $15.0M in Q2 2022; six-month net loss $78.6M vs $54.6M.
August 24, 2023, 7:59 PM ET regulatory materiality 0.60 positive item 8.01

National CineMedia regains Nasdaq compliance after curing bid price deficiency and bankruptcy emergence

Received Nasdaq letter on August 23, 2023 confirming cure of bid price deficiency under Listing Rule 5450(a)(1).
August 7, 2023, 7:59 PM ET other material materiality 0.80 neutral item 1.03 item 1.01 item 3.02 item 2.01 item 2.03 item 3.03 item 5.02 item 5.03 item 7.01 item 8.01 item 9.01 ◈ executive_change ×11◈ Material Agreements ×3◈ Debt Financings◈ Governance Changes

National CineMedia emerges from Chapter 11; eliminates ~$1.2B debt, obtains $55M exit financing

NCM LLC emerged from Ch.11 on 8/7/23; NCMI retains 13.8% stake in reorganized company.
August 3, 2023, 7:59 PM ET other material materiality 0.60 neutral item 3.03 item 5.03 item 5.07 item 7.01 item 9.01 ◈ Governance Changes◈ Shareholder Votes

National CineMedia, Inc. announces 1-for-10 reverse stock split effective August 4, 2023

Stockholders approved reverse stock split at a ratio between 1-for-10 and 1-for-100 at special meeting on August 2, 2023.
June 28, 2023, 7:59 PM ET other material materiality 0.90 neutral item 1.01 item 3.02 item 3.03 item 5.03 item 9.01 ◈ Governance Changes

National CineMedia files Series A Preferred designation, issues 5M shares to support Chapter 11 plan

Filed Certificate of Designation for 5M Series A Preferred shares, par $0.01, with voting rights of 217.47 votes per common share equivalent.
June 27, 2023, 7:59 PM ET other material materiality 0.85 neutral item 1.03 item 7.01 item 9.01 ◈ Distress & Bankruptcy

Bankruptcy court confirms NCM's Chapter 11 plan; secured creditors get 100% of reorganized equity

Court confirmed Modified First Amended Chapter 11 Plan on June 27, 2023; effective date targeted by Aug 26, 2023.
June 15, 2023, 7:59 PM ET other material materiality 0.85 negative item 3.01 ◈ Listing & Compliance Notices

Nasdaq grants interim continued listing for NCMI through July 26, 2023, pending bankruptcy plan approval

Nasdaq Hearings Panel approved continued listing on interim basis through July 26, 2023.
June 5, 2023, 7:59 PM ET other material materiality 0.85 positive item 1.01 item 1.02 item 9.01 ◈ Material Agreements ×2

NCM enters 10-year advertising agreement with Regal Cinemas covering 6,000+ screens

10-year exclusive ad rights at Regal's 6,000+ screens and 450 U.S. theaters, replacing prior Exhibitor Services Agreement.
May 9, 2023, 7:59 PM ET other material materiality 0.55 neutral item 7.01 item 9.01

National CineMedia enters NDAs with secured lenders; discloses confidential Cleansing Materials

NCM LLC signed NDAs with an ad hoc group of secured lenders for strategic debt restructuring discussions.
May 2, 2023, 7:59 PM ET regulatory materiality 0.80 negative item 3.01 ◈ Listing & Compliance Notices

National CineMedia receives Nasdaq delisting notice; hearing set for May 25, 2023

Failed to regain minimum $1.00 bid price compliance by April 26, 2023 deadline.
April 21, 2023, 7:59 PM ET regulatory materiality 0.85 negative item 3.01 ◈ Listing & Compliance Notices

NCMI receives Nasdaq delisting notice after subsidiary Chapter 11 filing

Nasdaq deemed NCMI a public shell after subsidiary Ch.11 filing; suspension 4/28/2023 unless appeal.
April 12, 2023, 7:59 PM ET other material materiality 0.85 negative item 1.01 item 1.03 item 2.02 item 2.04 item 7.01 item 9.01 ◈ Distress & Bankruptcy◈ Earnings Releases◈ Material Agreements

NCM LLC files Chapter 11 with prearranged debt-to-equity restructuring; Q4 rev up 44%

Chapter 11 filing on April 11, 2023; NCM Inc. not filing and continues as manager.
March 31, 2023, 7:59 PM ET debt materiality 0.75 negative item 1.01 item 3.02 item 9.01 ◈ Material Agreements ×2

NCM extends debt grace periods, issues 21.4M units to AMC and Cinemark, ownership drops to 89%

Supplemental Indenture extends interest grace period on 5.75% Senior Notes due 2026 from 47 to 57 days.
March 16, 2023, 7:59 PM ET debt materiality 0.65 neutral item 1.01 item 9.01 ◈ Material Agreements

National CineMedia amends indenture to extend interest grace period; in talks with lenders

Supplemental Indenture extends interest payment grace period on 5.75% Senior Notes due 2026 from 30 to 47 days.
March 8, 2023, 6:59 PM ET other material materiality 0.55 neutral item 5.02 item 9.01

NCMI awards $3.56M in retention bonuses to CEO, CFO, President

CEO Lesinski receives $1.85M, CFO Ng $962,500, President Felenstein $750,000; paid March 2, 2023.
February 24, 2023, 6:59 PM ET other material materiality 0.50 neutral item 3.02

Cinemark Media redeems 41.97M common membership units for NCM Inc. common stock

Cinemark Media, Inc. redeemed 41,969,862 common membership units on February 23, 2023.
February 21, 2023, 6:59 PM ET debt materiality 0.75 negative item 7.01

National CineMedia enters 30-day grace period on $6.6M interest payment; in talks with secured lenders

Elected 30-day grace period for $6.6M interest payment on Senior Notes due 2026.
January 19, 2023, 6:59 PM ET debt materiality 0.60 neutral item 1.01 item 9.01 ◈ Material Agreements ×2

NCMI amends credit agreements to add back professional fees in liquidity calculation

Minimum Liquidity Requirement remains $55M; professional fees paid after Jan 6, 2023, can be added to unrestricted cash.
December 30, 2022, 6:59 PM ET other material materiality 0.55 neutral item 1.01 item 3.02 item 9.01 ◈ Material Agreements

Regal Cinemas redeems all 40.7M common membership units for NCM common stock

Regal Cinemas redeemed 40,683,797 common membership units of NCM LLC for shares of NCM Inc. common stock on a one-for-one basis.
December 2, 2022, 6:59 PM ET other material materiality 0.60 neutral item 3.02

AMC redeems all 5.95M common membership units in NCM, receives common stock

AMC (American Multi-Cinema, Inc.) redeemed 5,954,646 common membership units, representing 100% of its holdings.