$NCMI

National CineMedia, Inc.

No enriched coverage for $NCMI in the last 7 days.

No SEC Form 4 filings for $NCMI in the last 30 days.

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National CineMedia (NCMI) Q2 2026 Earnings Call Transcript

National CineMedia (NCMI) reported Q2 2026 revenue of $58.4M, up 12.7% YoY, with adjusted OIBDA at $2.1M, a 200% increase. The company announced a $275M acquisition of Captivate, a digital video advertising network, to expand its reach. NCMI paused its dividend and share repurchase programs to facilitate debt repayment post-transaction. Management highlighted a 19% increase in attendance and growth in local advertising revenue, up 48.4%. The acquisition is expected to close in the second half of

Tech M&A deals: National CineMedia, Captivate, Privacy Bee, EraseMe, Asahi Intelligence Service, Think

National CineMedia agreed to buy Captivate Holdings for $275 million enterprise value, creating a network of over 48,000 digital screens. The deal targets $3.5 million annual run-rate cost synergies, financed by a $275 million term loan plus a $25 million revolver, with closing expected in 2H 2026. Privacy Bee acquired EraseMe; Think was fully acquired by Asahi Intelligence Service as revenue reached ¥461 million.

NCMI sentiment & insider activity

Recent NCMI coverage spans mergers & acquisitions, insider activity and financial news.

What's driving NCMI

  • The acquisition expands NCMI's addressable market and adds high‑margin digital video inventory, while the earnings beat shows revenue growth and improved margins.

    fool.com · Aug 19, 2026

  • Downward pressure as analysts lower targets following earnings miss.

    benzinga.com · Aug 19, 2026

  • Deal terms and leverage guidance create a near-term repricing risk for NCMI on deal probability and financing assumptions.

    infotechlead.com · Aug 14, 2026

  • National CineMedia (NCM) agreed to acquire Captivate Holdings from Generation Partners for $275 million, expanding from cinema ads into office and residential digital out-of-home video. Captivate runs 26,000-plus screens in 11,000-plus buildings. NCM said the deal boosts targeting and measurement. NCM reported Q2 net loss of $9.9M on revenue of $58.4M, up 13%, and shares fell to $3.20.

    deadline.com · Aug 11, 2026

  • Deal announcement is likely modestly positive for NCMI’s growth narrative, but the PR provides no deal economics, so near-term price impact is uncertain.

    prnewswire.com · Aug 11, 2026

alphai scores every news story that mentions NCMI with an AI model for sentiment and relevance, and aggregates insider trades from National CineMedia, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $NCMI

Score
$NCMIHighAI 9/10

National CineMedia (NCMI) Q2 2026 Earnings Call Transcript

National CineMedia (NCMI) reported Q2 2026 revenue of $58.4M, up 12.7% YoY, with adjusted OIBDA at $2.1M, a 200% increase. The company announced a $275M acquisition of Captivate, a digital video advertising network, to expand its reach. NCMI paused its dividend and share repurchase programs to facilitate debt repayment post-transaction. Management highlighted a 19% increase in attendance and growth in local advertising revenue, up 48.4%. The acquisition is expected to close in the second half of

$VZLow

Wall Street's Most Accurate Analysts Weigh In On 3 Tech And Telecom Stocks With Over 3% Dividend Yields -

Analysts from Morgan Stanley, RBC, Barclays, Wedbush, and Barrington updated ratings and price targets for Verizon (VZ), Rogers (RCI), and National CineMedia (NCMI). Verizon reported better-than-expected Q2 EPS and raised FY26 guidance. Rogers had mixed Q2 results. National CineMedia reported worse-than-expected Q2 results but acquired Captivate Holdings.

Tech M&A deals: National CineMedia, Captivate, Privacy Bee, EraseMe, Asahi Intelligence Service, Think

National CineMedia agreed to buy Captivate Holdings for $275 million enterprise value, creating a network of over 48,000 digital screens. The deal targets $3.5 million annual run-rate cost synergies, financed by a $275 million term loan plus a $25 million revolver, with closing expected in 2H 2026. Privacy Bee acquired EraseMe; Think was fully acquired by Asahi Intelligence Service as revenue reached ¥461 million.

MedAI 8/10

National CineMedia To Acquire Captivate For $275M, Expands From Movie Theater Ads To Offices & Apartment Buildings

National CineMedia (NCM) agreed to acquire Captivate Holdings from Generation Partners for $275 million, expanding from cinema ads into office and residential digital out-of-home video. Captivate runs 26,000-plus screens in 11,000-plus buildings. NCM said the deal boosts targeting and measurement. NCM reported Q2 net loss of $9.9M on revenue of $58.4M, up 13%, and shares fell to $3.20.

$NCMIMed

National CineMedia, Inc. (NCMI): Results of Operations and Financial Condition

National CineMedia, Inc. (NCMI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 National CineMedia, Inc. Reports Results for Fiscal Second Quarter 2026 Second quarter revenue increased 12.7% year-over-year to $58.4 million driven by strong execution and continued box office momentum Operational transformation delivered $2.7 million in cost savin

$NCMIMed

National CineMedia, Inc. (NCMI): Entry into a Material Definitive Agreement

National CineMedia, Inc. (NCMI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Exhibit 99.1 National CineMedia, Inc. to Acquire Captivate for $275 Million, Creating the Leading Premium Video and Digital Out-of-Home Advertising Platform Complements and Strengthens NCM’s Core Expertise in Reaching Highly Sought-After Attentive Audiences Expands and Diversifie

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