National CineMedia, Inc. (NCMI) Q2 2026 Earnings Call Transcript
National CineMedia NASDAQ: NCMI reported higher second-quarter revenue and advertising sales as theater attendance increased, while also announcing a definitive agreement to acquire digital elevator and lobby advertising operator Captivate for an enterprise value of $275 million.
Although the revenue and EPS for National CineMedia (NCMI) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 2 | $10.1 | $8.05 | -$2.05 | -20.3% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 318,715 | $1.43M | $1.28M | -$144,082.42 | -10.09% |
| JRB Jon R. Bauer Contrarian Capital Management LLC | 596,231 | $2.68M | $1.71M | -$971,856.53 | -36.3% |
| BG Bart Gancher Intech Investment Management LLC | 14,894 | $69,212.56 | $59,948.35 | -$9,264.21 | -13.39% |
Christian Leone Luxor Capital Group LP | 1.96M | $8.26M | $5.61M | -$2.65M | -32.12% |
| Media Industry | Communication Services Sector | Thomas F. Lesinski CEO | NASDAQ (NGS) Exchange | 635309206 CUSIP |
| US Country | 248 Employees | 22 May 2026 Last Dividend | 4 Aug 2023 Last Split | 8 Feb 2007 IPO Date |
National CineMedia, Inc., through its subsidiary, National CineMedia, LLC, operates a premier cinema advertising network in North America. This network specializes in delivering promotional content and advertising to audiences across a wide array of platforms, primarily focusing on cinema viewers. Established in 2006 and based in Centennial, Colorado, National CineMedia extends its advertising services beyond traditional film screenings, capitalizing on the captive theater audience to offer a unique blend of marketing opportunities to national, regional, and local businesses. The company's innovative strategies for reaching entertainment audiences encompass not only the pre-show entertainment segment Noovie but also include diverse advertising solutions leveraging both physical and digital spaces within theater premises and beyond.