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Jun 26, 2025
National CineMedia Q2 2025 Earnings Report
National CineMedia, Inc. reported a decrease in total revenue and an increased operating loss for the fiscal second quarter ended June 26, 2025, compared to the same period in the previous year.
Key Takeaways
National CineMedia experienced a challenging second quarter with a 5.3% decrease in total revenue to $51.8 million and an increased operating loss of $12.0 million. Despite the difficult environment, the company is optimistic about a stronger second half of the year, with third-quarter sales commitments pacing ahead of last year's levels, driven by a strong summer box office and growing advertiser confidence.
Total revenue for Q2 2025 decreased by 5.3% to $51.8 million compared to $54.7 million in Q2 2024.
Operating loss increased to $12.0 million in Q2 2025 from $9.3 million in Q2 2024.
Adjusted OIBDA decreased significantly to $0.7 million in Q2 2025 from $7.6 million in Q2 2024.
The company reaffirmed its commitment to shareholder returns with a quarterly dividend of $0.03 per share and expects stronger performance in the second half of 2025.
Revenue by Segment
Forward Guidance
For the third quarter of 2025, NCM LLC expects total revenue between $62.0 million and $67.0 million, and Adjusted OIBDA in the range of $7.5 million to $11.5 million.
Positive Outlook
- Third quarter sales commitments are pacing ahead of Q3 2024 levels.
- Optimistic about a stronger second half of the year.
- Signs of renewed industry momentum.
- Strong summer box office expected to drive attendance.
- Compelling slate of upcoming tentpole releases.
Challenges Ahead
- No specific negative forward guidance points were explicitly stated in the provided text for Q3 2025 outlook beyond the challenging Q2 environment.
- The Q2 2025 results showed a decrease in revenue and an increased operating loss, which could indicate ongoing challenges.
- Adjusted OIBDA for the six months ended June 26, 2025, was negative, suggesting a need for continued improvement.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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