national cinemedia (ncm) is america's movie network. as the #1 weekend network in the u.s., ncm helps brands get in front of the movies that shape the national conversation. more than 700 million moviegoers annually attend theatres that are currently under contract to present ncm's firstlook pre-show in over 40 leading national and regional theatre circuits including amc entertainment inc. (nyse:amc), cinemark holdings, inc. (nyse:cnk) and regal entertainment group (nyse:rgc). ncm's cinema advertising network offers broad reach and unparalleled audience engagement with approximately 20,050 screens in approximately 1,600 theaters in 187 designated market areas® (49 of the top 50). ncm digital goes beyond the big screen, extending in-theatre campaigns into online and mobile marketing programs to reach entertainment audiences. national cinemedia, inc. (nasdaq:ncmi) owns a 45.2% interest in, and is the managing member of, national cinemedia, llc. for more information, visit www.ncm.c
Company profile
Ticker
NCMI
Exchange
Website
CEO
Thomas F. Lesinski
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Clear Channel Outdoor • Thryv • Angi • Quotient Technology • Travelzoo • Idw Media • Lendway • Direct Digital • Inuvo • Meet ...
SEC CIK
Corporate docs
Subsidiaries
NCMI II, LLC ...
IRS number
205665602
NCMI stock data
Latest filings (excl ownership)
10-Q
2023 Q3
Quarterly report
7 Nov 23
8-K
National CineMedia, Inc. Reports Results for Fiscal Third Quarter 2023
7 Nov 23
DEFA14A
Additional proxy soliciting materials
24 Oct 23
8-K/A
Q2 2023 Quarterly Report
23 Oct 23
DEFA14A
Additional proxy soliciting materials
28 Sep 23
DEF 14A
Definitive proxy
18 Sep 23
ARS
2022 FY
Annual report to shareholders
18 Sep 23
DEFA14A
Additional proxy soliciting materials
18 Sep 23
8-K
Other Events
24 Aug 23
8-K
National CineMedia Successfully Completes Financial Restructuring and New Directors Bring Experience and Expertise in Advertising, Finance, Digital, Media, and Technology
7 Aug 23
Transcripts
NCMI
Earnings call transcript
2023 Q3
7 Nov 23
NCMI
Earnings call transcript
2022 Q3
8 Nov 22
NCMI
Earnings call transcript
2022 Q2
9 Aug 22
NCMI
Earnings call transcript
2022 Q1
10 May 22
NCMI
Earnings call transcript
2021 Q4
4 Mar 22
NCMI
Earnings call transcript
2021 Q3
9 Nov 21
NCMI
Earnings call transcript
2021 Q2
10 Aug 21
NCMI
Earnings call transcript
2021 Q1
11 May 21
NCMI
Earnings call transcript
2020 Q4
9 Mar 21
NCMI
Earnings call transcript
2020 Q3
2 Nov 20
Latest ownership filings
Financial summary
| Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
| Operating margin | |||||
| Net income | |||||
| Net profit margin | |||||
| Cash on hand | |||||
| Change in cash | |||||
| Diluted EPS |
| Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
|---|---|---|---|---|---|---|
| Cash on hand (at last report) | 23.00 mm | 23.00 mm | 23.00 mm | 23.00 mm | 23.00 mm | 23.00 mm |
| Cash burn (monthly) | (no burn) | 4.21 mm | (no burn) | (no burn) | 8.93 mm | 3.25 mm |
| Cash used (since last report) | n/a | 9.31 mm | n/a | n/a | 19.77 mm | 7.19 mm |
| Cash remaining | n/a | 13.69 mm | n/a | n/a | 3.23 mm | 15.81 mm |
| Runway (months of cash) | n/a | 3.3 | n/a | n/a | 0.4 | 4.9 |
Institutional ownership, Q3 2023
| 13F holders | Current |
|---|---|
| Total holders | 52 |
| Opened positions | 32 |
| Closed positions | 23 |
| Increased positions | 5 |
| Reduced positions | 13 |
| 13F shares | Current |
|---|---|
| Total value | 139.44 bn |
| Total shares | 119.65 mm |
| Total puts | 0.00 |
| Total calls | 126.90 k |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| Regal Entertainment | 40.68 mm | $9.71 mm |
| Blantyre Capital | 26.66 mm | $78.39 mm |
| AMC AMC Entertainment | 16.58 mm | $0.00 |
| JPM JPMorgan Chase & Co. | 5.76 mm | $25.84 bn |
| CNK Cinemark | 4.37 mm | $12.85 mm |
| Hotchkis & Wiley Capital Management | 3.49 mm | $15.69 bn |
| Vanguard | 3.49 mm | $15.66 bn |
| MS Morgan Stanley | 3.22 mm | $14.46 bn |
| Glendon Capital Management | 1.68 mm | $7.54 bn |
| Alliancebernstein | 1.65 mm | $7.39 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 15 Nov 23 | Zalaznick Lauren | Common Stock | Grant | Acquire A | No | No | 4.1475 | 6,889 | 28.57 k | 6,889 |
| 15 Nov 23 | Jean-Philippe Maheu | Common Stock | Grant | Acquire A | No | No | 4.1475 | 6,889 | 28.57 k | 6,889 |
| 15 Nov 23 | Joe Marchese | Common Stock | Grant | Acquire A | Yes | No | 4.1475 | 6,889 | 28.57 k | 6,889 |
| 15 Nov 23 | Glazek David Edward | Common Stock | Grant | Acquire A | Yes | No | 4.1475 | 6,889 | 28.57 k | 6,889 |
| 15 Nov 23 | Juliana F Hill | Common Stock | Grant | Acquire A | No | No | 4.1475 | 6,889 | 28.57 k | 6,889 |
News
12 Communication Services Stocks Moving In Thursday's After-Market Session
30 Nov 23
A Look Into Communication Services Sector Value Stocks
13 Nov 23
Wedbush Maintains Neutral on National CineMedia, Raises Price Target to $5
8 Nov 23
Why Toast Shares Are Trading Lower By Around 17%? Here Are Other Stocks Moving In Wednesday's Mid-Day Session
8 Nov 23
Roblox, Under Armour, GoPro, Nuvei And Other Big Stocks Moving Higher On Wednesday
8 Nov 23