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)
SEC CIK
Corporate docs
Subsidiaries
National CineMedia, LLC • NCMI II, LLC • NCM Blocker Parent, LLC • NCM Blocker Sub 1, LLC • NCM Blocker Sub 2, LLC ...
IRS number
205665602
NCMI stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
28 Mar 24
DEF 14A
Definitive proxy
28 Mar 24
8-K
Unregistered Sales of Equity Securities
22 Mar 24
S-8
Registration of securities for employees
18 Mar 24
S-3MEF
Registration of additional securities for an S-3
18 Mar 24
10-K
2023 FY
Annual report
18 Mar 24
8-K
National CineMedia, Inc. Reports Results for Fiscal Fourth Quarter and Full Year 2023
18 Mar 24
8-K
National CineMedia, Inc. Announces New $100 Million Share Repurchase Program
18 Mar 24
8-K
Departure of Directors or Certain Officers
2 Feb 24
8-K/A
Submission of Matters to a Vote of Security Holders
2 Feb 24
Transcripts
NCMI
Earnings call transcript
2023 Q4
18 Mar 24
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
Latest ownership filings
4
LAUREN ZALAZNICK
28 Mar 24
4
JOE MARCHESE
28 Mar 24
4
Jean-Philippe Maheu
28 Mar 24
4
JULIANA F HILL
28 Mar 24
4
David Edward Glazek
28 Mar 24
4
Nicholas Bell
28 Mar 24
4
Bernadette S. Aulestia
28 Mar 24
SC 13G/A
Standard General L.P.
22 Mar 24
4
Maria VG Woods
27 Feb 24
4
Scott D Felenstein
27 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Cost of revenue | |||||
Operating income | |||||
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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 | 29.08 mm | n/a | n/a | 61.73 mm | 22.46 mm |
Cash remaining | n/a | -6.08 mm | n/a | n/a | -38.73 mm | 544.04 k |
Runway (months of cash) | n/a | -1.4 | n/a | n/a | -4.3 | 0.2 |
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 Holdings Inc - Ordinary Shares | 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 |
---|---|---|---|---|---|---|---|---|---|---|
26 Mar 24 | Zalaznick Lauren | Common Stock | Grant | Acquire A | No | No | 4.705 | 10,627 | 50.00 k | 17,516 |
26 Mar 24 | Joe Marchese | Common Stock | Grant | Acquire A | Yes | No | 4.705 | 10,627 | 50.00 k | 17,516 |
26 Mar 24 | Jean-Philippe Maheu | Common Stock | Grant | Acquire A | No | No | 4.705 | 8,502 | 40.00 k | 15,391 |
26 Mar 24 | Juliana F Hill | Common Stock | Grant | Acquire A | No | No | 4.705 | 8,502 | 40.00 k | 25,619 |
26 Mar 24 | Glazek David Edward | Common Stock | Grant | Acquire A | Yes | No | 4.705 | 8,502 | 40.00 k | 15,391 |
News
Top 3 Tech And Telecom Stocks That Are Ticking Portfolio Bombs
21 Mar 24
Unveiling 4 Analyst Insights On National CineMedia
20 Mar 24
Benchmark Reiterates Speculative Buy on National CineMedia, Maintains $6 Price Target
20 Mar 24
Why Peraso Shares Are Trading Lower By Over 23%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
19 Mar 24
12 Communication Services Stocks Moving In Tuesday's Intraday Session
19 Mar 24
Press releases
2024 US Cannes Lions Young Lions Winners Announced
18 Apr 24
March Madness Market Movers: INBS, NCMI, CIFR, IMRX, STI
19 Mar 24
National CineMedia, Inc. Reports Results for Fiscal Fourth Quarter and Full Year 2023
18 Mar 24
National CineMedia, Inc. Announces New $100 Million Share Repurchase Program
18 Mar 24
National CineMedia, Inc. to Release Fourth Quarter and Full Year 2023 Results on March 18, 2024
6 Mar 24