National Cinemedia, INC
Market Movers (8-K)
NASDAQ
National CineMedia announced its fiscal first quarter 2026 financial results, reporting revenue of $34.0 million and an operational transformation targeting $11.0 million in annualized cost savings.
NASDAQ
National CineMedia, Inc. announced an amendment to its bylaws, increasing the number of directors from seven to eight, effective before its 2026 Annual Meeting.
NASDAQ
National CineMedia, Inc. announced an 8% revenue increase and higher operating income for Q4 2025, alongside a declared cash dividend of $0.03 per share.
Better than expected
NASDAQ
National CineMedia reported an 8% increase in fourth-quarter revenue and a significant rise in net income, driven by strong advertiser demand and a positive outlook for the 2026 film slate.
Better than expected
NASDAQ
National CineMedia, Inc. has extended the employment agreements for its Chief Executive Officer, Thomas F. Lesinski, and Chief Legal Officer, Maria V. Woods, through December 31, 2028, with significant compensation adjustments.
NASDAQ
National CineMedia, Inc. announced the strategic acquisition of Spotlight Cinema Networks, expanding its advertising network and reach among luxury audiences.
Better than expected
Quarterly Earnings (10-Q)
NASDAQ
National CineMedia reported a 2.6% decrease in Q1 2026 revenue to $34.0 million, alongside a 3.6% rise in operating expenses, leading to a wider Adjusted OIBDA loss.
Worse than expected
NASDAQ
National CineMedia, Inc. reported a return to net income in Q3 2025, driven by national advertising growth and cost reductions, alongside a significant long-term agreement with AMC and a new credit facility.
Better than expected
NASDAQ
National CineMedia reported a 5.3% revenue decrease in Q2 2025 and a significant drop in Adjusted OIBDA, despite increased theater attendance and a new long-term agreement with AMC.
Worse than expected
NASDAQ
National CineMedia (NCMI) and AMC Entertainment (AMC) finalize the termination of their joint venture agreements while extending and amending their Exhibitor Services Agreement (ESA) to enhance their strategic partnership.
Worse than expected
NASDAQ
National CineMedia Inc. saw a significant revenue increase of 152.6% in Q3 2024 compared to Q3 2023, primarily due to the reconsolidation of NCM LLC.
Worse than expected
NASDAQ
National CineMedia Inc. reports a significant increase in revenue for the second quarter of 2024, driven by the consolidation of NCM LLC following its emergence from bankruptcy.
Worse than expected
Annual Reports (10-K)
NASDAQ
National CineMedia reports modest revenue growth and improved net loss in 2025, driven by the Spotlight acquisition and an extended AMC advertising agreement, while managing debt and share repurchases.
Worse than expected
Delay expected
NASDAQ
National CineMedia's 2024 revenue increased significantly after emerging from Chapter 11 bankruptcy, driven by growth in national advertising.
Worse than expected
NASDAQ
National CineMedia, Inc.'s 10-K filing provides a detailed overview of its share structure, voting rights, anti-takeover provisions, and special approval rights, following its emergence from Chapter 11 bankruptcy.
Capital raise
Insider Trading (Form 4)
NASDAQ
Ronnie Y. Ng, Chief Financial Officer of National CineMedia, Inc., sold 1,000 shares of common stock on August 3, 2026 for $4.05 per share.
NASDAQ
National CineMedia Inc. CEO Thomas F. Lesinski acquired 103,333 shares via restricted stock unit vesting and subsequently sold 70,168 shares to cover tax obligations.
NASDAQ
National CineMedia, Inc. (NCMI) Chief Executive Officer Thomas F. Lesinski sold shares of common stock totaling $163,550 under a pre-arranged 10b5-1 trading plan.
NASDAQ
National CineMedia Inc. Chief Financial Officer Ronnie Y. Ng reported a sale of 19,000 common shares for an average price of $3.4183, executed under a pre-established 10b5-1 trading plan.
NASDAQ
National CineMedia Director Mark Sadie received a grant of 32,346 restricted stock units, vesting in May 2027.
NASDAQ
Director Joe Marchese acquired 32,346 restricted stock units of National CineMedia, Inc. (NCMI) on May 7, 2026, with vesting scheduled for May 7, 2027.
Proxy Statements (Def-14A)
NASDAQ
National CineMedia, Inc. announces its 2026 Annual Meeting of Stockholders to vote on director elections, executive compensation, and auditor ratification, following a year of strategic initiatives and improved financial performance.
Better than expected
Capital raise
NASDAQ
National CineMedia, Inc. has filed a definitive proxy statement with the SEC regarding its upcoming shareholder meeting.
NASDAQ
National CineMedia, Inc. is set to hold its 2025 Annual Meeting of Stockholders on May 1, 2025, to elect directors, approve executive compensation, and ratify the appointment of independent auditors.
Worse than expected
NASDAQ
National CineMedia, Inc. files its definitive proxy statement with the SEC.
NASDAQ
National CineMedia, Inc. announces its 2024 Annual Meeting of Stockholders to be held on May 9, 2024, to vote on the election of directors, executive compensation, and ratification of independent auditors.
Schedule 13D - Activist Investments
NASDAQ
Blantyre Capital Limited, a significant shareholder in National CineMedia, Inc., has appointed Simon Mullaly to the company's Board of Directors, replacing Nathan 'Tripp' Lane.
NASDAQ
SCHEDULE 13D/A: Blantyre Capital and Affiliates Disclose 28.5% Stake in National CineMedia, Hinting at Potential Further Share Acquisitions
Blantyre Capital Limited and its affiliated entities, along with Mubashir Mukadam, have disclosed a combined beneficial ownership of 28.5% of National CineMedia, Inc.'s common stock, indicating a potential for future share purchases.
Schedule 13G - Passive Investments
NASDAQ
SCHEDULE: National CineMedia Stakeholders Report
Orbis Investment Management Ltd and Allan Gray Australia Pty Ltd report a combined 9.8% stake in National CineMedia, Inc. as of March 31, 2026.
NASDAQ
Orbis Investment Management Ltd and Allan Gray Australia Pty Ltd collectively reported a 10.2% beneficial ownership in National CineMedia, Inc. as of December 31, 2025.
NASDAQ
Orbis Investment Management and Allan Gray Australia have jointly disclosed a 10.1% passive beneficial ownership stake in National CineMedia, Inc. common stock.
NASDAQ
Orbis Investment Management and Allan Gray Australia have jointly reported a 5.7% beneficial ownership stake in National CineMedia, Inc. common stock.
NASDAQ
Hotchkis and Wiley Capital Management, LLC has reported a 6.56% beneficial ownership stake in National CineMedia, Inc. common stock.
NASDAQ
Hotchkis and Wiley Capital Management, LLC has disclosed a 4.86% passive ownership stake in National CineMedia, Inc. as of June 30, 2025.