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Dec 28, 2023

National CineMedia Q4 2023 Earnings Report

National CineMedia's Q4 2023 performance was marked by stable revenue, increased national advertising revenue, and a significant share repurchase program announcement.

Key Takeaways

National CineMedia, Inc. reported flat revenue compared to Q4 2022. The company highlighted a 43% increase in active national advertisers and record revenue per attendee. A new $100 million share repurchase program was announced.

Total operating revenue remained approximately flat at $90.9 million.

National advertising revenue increased by 2% to $71.9 million.

Operating income decreased to $20.5 million, compared to $28.1 million in Q4 2022.

A $100 million share repurchase program was approved by the board of directors.

Total Revenue
$90.9M
Previous year: $91.7M
-0.9%
EPS
$0.24
Previous year: $0.8
-70.0%
Gross Profit
$49.9M
Previous year: $61.7M
-19.1%
Cash and Equivalents
$37.6M
Previous year: $61.7M
-39.1%
Total Assets
$568M
Previous year: $792M
-28.4%

National CineMedia

National CineMedia

Forward Guidance

For the first quarter of 2024, NCM, Inc. expects to earn total revenue of $34.5 million to $35.5 million, compared to total revenue for the first quarter 2023 of $34.9 million, and adjusted OIBDA in the range of negative $7.5 million to $6.5 million, compared to adjusted OIBDA for the first quarter 2023 of negative $10.9 million.