NCM Unveils Strategic Growth Opportunities for Long-Term Shareholder Value Creation at 2025 Investor Day
National CineMedia (NASDAQ: NCMI), the largest cinema advertising platform in the U.S., announced key strategic initiatives during its 2025 Investor Day. The company reintroduced an annual dividend of $0.12 per share (approximately 2.2% yield), with the first payment scheduled for April 7, 2025.
NCM unveiled strategic growth plans including investments in technology and talent, focusing on: strategic partnerships, sales and inventory management tools, self-serve and programmatic offerings, and new sales talent acquisition. The company also introduced Bullseye, the latest addition to its NCMx™ suite, which uses AI-generated creative for hyper-localized messaging.
The company plans to accelerate share repurchases under its $100 million share repurchase program running through 2027. NCM's management team, including CEO Tom Lesinski, emphasized their confidence in the business trajectory and commitment to long-term shareholder value creation.
National CineMedia (NASDAQ: NCMI), la più grande piattaforma di pubblicità cinematografica negli Stati Uniti, ha annunciato importanti iniziative strategiche durante il suo Investor Day 2025. L'azienda ha reintrodotto un dividendo annuale di $0,12 per azione (circa 2,2% di rendimento), con il primo pagamento previsto per il 7 aprile 2025.
NCM ha svelato piani di crescita strategica che includono investimenti in tecnologia e talenti, concentrandosi su: partnership strategiche, strumenti di gestione delle vendite e dell'inventario, offerte self-service e programmatiche, e acquisizione di nuovi talenti di vendita. L'azienda ha anche presentato Bullseye, l'ultima aggiunta alla sua suite NCMx™, che utilizza creatività generata dall'IA per messaggi iper-localizzati.
L'azienda prevede di accelerare il riacquisto di azioni nell'ambito del suo programma di riacquisto di azioni da $100 milioni che si svolgerà fino al 2027. Il team di gestione di NCM, compreso il CEO Tom Lesinski, ha sottolineato la propria fiducia nella traiettoria aziendale e l'impegno per la creazione di valore a lungo termine per gli azionisti.
National CineMedia (NASDAQ: NCMI), la plataforma de publicidad cinematográfica más grande de EE. UU., anunció iniciativas estratégicas clave durante su Día del Inversor 2025. La compañía reintrodujo un dividendo anual de $0.12 por acción (aproximadamente 2.2% de rendimiento), con el primer pago programado para el 7 de abril de 2025.
NCM presentó planes de crecimiento estratégico que incluyen inversiones en tecnología y talento, enfocándose en: asociaciones estratégicas, herramientas de gestión de ventas e inventario, ofertas de autoservicio y programáticas, y adquisición de nuevos talentos en ventas. La compañía también introdujo Bullseye, la última adición a su suite NCMx™, que utiliza creatividad generada por IA para mensajes hiperlocalizados.
La empresa planea acelerar la recompra de acciones bajo su programa de recompra de acciones de $100 millones que se llevará a cabo hasta 2027. El equipo de gestión de NCM, incluido el CEO Tom Lesinski, enfatizó su confianza en la trayectoria del negocio y su compromiso con la creación de valor a largo plazo para los accionistas.
내셔널 시네미디어 (NASDAQ: NCMI), 미국에서 가장 큰 영화 광고 플랫폼, 2025 투자자 데이 동안 주요 전략적 이니셔티브를 발표했습니다. 이 회사는 주당 $0.12의 연간 배당금을 재도입했으며(약 2.2% 수익률), 첫 번째 지급은 2025년 4월 7일로 예정되어 있습니다.
NCM은 기술과 인재에 대한 투자 등 전략적 파트너십, 판매 및 재고 관리 도구, 셀프 서비스 및 프로그래매틱 제공, 신규 판매 인재 확보에 중점을 둔 전략적 성장 계획을 공개했습니다. 이 회사는 또한 AI 생성 창의력을 사용하여 하이퍼 로컬 메시지를 전달하는 NCMx™ 제품군의 최신 추가인 Bullseye를 소개했습니다.
회사는 2027년까지 진행되는 $1억 주식 재매입 프로그램에 따라 주식 재매입을 가속화할 계획입니다. NCM의 경영진, CEO인 톰 레신스키를 포함하여 비즈니스 경로에 대한 신뢰와 장기 주주 가치를 창출하기 위한 헌신을 강조했습니다.
National CineMedia (NASDAQ: NCMI), la plus grande plateforme de publicité cinématographique aux États-Unis, a annoncé des initiatives stratégiques clés lors de sa Journée des Investisseurs 2025. L'entreprise a réintroduit un dividende annuel de $0,12 par action (environ 2,2% de rendement), avec le premier paiement prévu pour le 7 avril 2025.
NCM a dévoilé des plans de croissance stratégique, y compris des investissements dans la technologie et les talents, en se concentrant sur : des partenariats stratégiques, des outils de gestion des ventes et des stocks, des offres en libre-service et programmatiques, et l'acquisition de nouveaux talents commerciaux. L'entreprise a également présenté Bullseye, le dernier ajout à sa suite NCMx™, qui utilise la créativité générée par l'IA pour des messages hyper-localisés.
L'entreprise prévoit d'accélérer les rachats d'actions dans le cadre de son programme de rachat d'actions de 100 millions de dollars qui se poursuivra jusqu'en 2027. L'équipe de direction de NCM, y compris le PDG Tom Lesinski, a souligné sa confiance dans la trajectoire de l'entreprise et son engagement à créer de la valeur à long terme pour les actionnaires.
National CineMedia (NASDAQ: NCMI), die größte Kinowerbeplattform in den USA, gab während ihres Investorentages 2025 wichtige strategische Initiativen bekannt. Das Unternehmen führte eine jährliche Dividende von $0,12 pro Aktie (ca. 2,2% Rendite) wieder ein, mit der ersten Zahlung, die für den 7. April 2025 geplant ist.
NCM stellte strategische Wachstumspläne vor, die Investitionen in Technologie und Talente umfassen, mit Fokus auf: strategische Partnerschaften, Vertriebs- und Bestandsmanagement-Tools, Self-Service- und programmatische Angebote sowie die Akquisition neuer Vertriebstalente. Das Unternehmen stellte auch Bullseye vor, die neueste Ergänzung seiner NCMx™-Suite, die KI-generierte Kreativität für hyperlokalisierte Botschaften nutzt.
Das Unternehmen plant, die Aktienrückkäufe im Rahmen seines $100 Millionen Aktienrückkaufprogramms, das bis 2027 läuft, zu beschleunigen. Das Management-Team von NCM, einschließlich CEO Tom Lesinski, betonte sein Vertrauen in die Geschäftsentwicklung und sein Engagement für die Schaffung von langfristigem Shareholder-Value.
- Reintroduction of quarterly dividend program with $0.12 annual per share payout
- $100 million share repurchase program through 2027
- Launch of new AI-powered Bullseye technology for targeted advertising
- 100% ownership of National CineMedia operating entity
- Investment in technology and talent to enhance advertising platform capabilities
- Dividend yield of 2.2% is relatively modest
- Dividend payments may reduce available capital for business growth investments
Insights
NCM's dividend reinstatement represents a significant shift in capital allocation strategy and signals management's confidence in sustainable cash flows. The
The dividend structure is particularly noteworthy as it's expected to be treated as a return of capital for tax purposes, creating potential tax efficiency for shareholders compared to ordinary dividend income. Management's explicit statement about capacity to sustain the dividend suggests internal forecasts show stable or improving cash generation.
NCM's strategic investments center on addressing critical advertising market shifts through technology enhancement. Their focus on programmatic offerings is especially important as media buyers increasingly demand automated, data-driven purchasing options. The self-serve platform development could expand their client base by reducing friction for smaller advertisers while improving inventory utilization.
The new Bullseye product strengthens NCM's competitive positioning in the high-CPM premium video segment by offering hyper-localization at scale—a capability particularly valuable to multi-location retailers and franchise businesses. By leveraging AI for creative optimization, they're addressing the content production bottleneck that often limits localization effectiveness.
The timing of these initiatives suggests NCM has successfully navigated post-pandemic challenges and is now positioned for a growth phase, with sufficient financial flexibility to both invest in future capabilities and return capital to shareholders.
NCM's introduction of Bullseye represents a significant technological advancement for cinema advertising. By integrating AI-generated creative with localization capabilities, NCM is transforming what was historically a one-size-fits-all medium into a dynamic, targeted platform. This addresses a fundamental limitation of traditional cinema advertising where national campaigns couldn't easily deliver market-specific messaging.
The integration of Bullseye with existing NCMx solutions (Boomerang and Boost) creates a comprehensive technology stack that positions cinema advertising to compete more effectively against digital alternatives. The ability to incorporate DMA-specific data, geo-targeting, and audience insights mirrors capabilities that digital platforms have long offered but delivers them on premium large-format screens with a captive audience—a unique value proposition.
NCM's investment in sales and inventory management tools addresses operational efficiency challenges inherent to cinema advertising, where inventory has historically been less optimized than digital channels. Improved utilization and monetization systems could significantly enhance yield management and ultimately drive revenue growth without requiring audience expansion.
The development of programmatic capabilities represents an essential evolution, as approximately
These technological investments collectively transform NCM from a traditional media company into a performance-driven platform capable of delivering measurable outcomes while retaining the impact advantages of cinema—a compelling combination for advertisers seeking alternatives to increasingly fragmented digital environments.
Reintroduces annual dividend of
Provides plans to accelerate advertising growth through investment in technology and talent
- Strategic partnerships to enhance capabilities and optimize client relationships;
- Sales and inventory management tools to improve utilization and monetization;
- Self-serve and programmatic offerings to enhance advertiser experience and capture greater share of national and local budgets; and
- New sales talent to execute aggressive sales plan.
“We are excited to share our strategic vision for the future of NCM with the investment community today. This is an important opportunity to showcase the strength of our business, the progress we’ve made over the last several years, and the steps we are taking to capitalize on the significant opportunities ahead,” said Tom Lesinski, Chief Executive Officer. “Our reintroduced dividend program underscores our confidence in our business trajectory and reaffirms our commitment to delivering long-term value to our shareholders. With unmatched scale and an industry-leading data platform, we continue to prove that cinema delivers high-impact, performance-driven advertising to engaged, young, and hard-to-reach audiences.”
Reintroduces Quarterly Dividend Program
NCM remains focused on returning value to shareholders as it continues to make strategic investments in business growth. The Company announced that its Board of Directors has declared an annual cash dividend of
The Company is confident that it will have the capacity to sustain the amount of the dividend in the future. Additionally, the Company plans to accelerate share repurchases under its
Introduces NCMx Bullseye
NCM introduced Bullseye, the latest addition to its NCMx™ suite, leveraging AI-generated creative to deliver dynamic, hyper-localized messaging at scale. By integrating key signals such as designated market area, geo-targeting, local offers, and audience insights, Bullseye enables advertisers to optimize campaigns with precision across the NCM network. Bullseye joins Boomerang and Boost in NCMx’s premier suite of data-driven solutions, further solidifying NCM’s leadership as a performance-driven, premium video platform.
Event and Presentation Details
How to Participate: The Investor Day event will be accessible to all interested parties via live webcast starting at 3:00 PM ET on the Company's Investor Relations website at https://investor.ncm.com/news/events. A replay of the conference and the presentation materials will be available on the Investor Relations website following the event.
The Investor Day will include presentations from NCM Chief Executive Officer Tom Lesinski, Chief Financial Officer Ronnie Ng, President Catherine Sullivan, and Chief Data and Innovation Officer Manu Singh. The event will also include a panel discussion with Sara Light,
About National CineMedia, Inc.
National CineMedia, Inc. (NCM, NASDAQ: NCMI) is the largest cinema advertising platform in the US. With unparalleled reach and scale, NCM connects brands to sought-after young, diverse audiences through the power of movies and pop culture. A premium video, full-funnel marketing solution for advertisers, NCM enhances marketers' ability to measure and drive results. NCM’s Noovie® Show is presented exclusively in 42 leading national and regional theater circuits including the only three national chains, AMC Entertainment Inc. (NYSE:AMC), Cinemark Holdings, Inc. (NYSE:CNK) and Regal Entertainment Group (a subsidiary of Cineworld Group PLC). NCM’s cinema advertising platform consists of more than 18,000 screens in over 1,400 theaters in 196 Designated Market Areas® (all of the top 50). For more information, visit www.ncm.com and www.noovie.com.
Forward-Looking Statements
This press release contains various forward-looking statements that reflect management’s current expectations or beliefs regarding future events, including statements regarding the Company’s anticipated future financial performance. Investors are cautioned that reliance on these forward-looking statements involves risks and uncertainties. Although the Company believes that the assumptions used in the forward-looking statements are reasonable, any of these assumptions could prove to be inaccurate and, as a result, actual results could differ materially from those expressed or implied in the forward-looking statements. The factors that could cause actual results to differ materially from those expressed or implied in the forward-looking statements are, among others, 1) level of theater attendance or viewership of the Noovie® show; 2) the availability and predictability of major motion pictures displayed in theaters, including as a result of strikes or other production delays in the entertainment industry; 3) increased competition for advertising expenditures; 4) changes to the ESAs or network affiliate agreements and the relationships with NCM LLC’s ESA Parties and network affiliates; 5) inability to implement or achieve new revenue opportunities; 6) failure to realize the anticipated benefits of the post-showtime inventory in our network; 7) technological changes and innovations; 8) economic conditions, including the level of expenditures on and perception of cinema advertising; 9) our ability to renew or replace expiring advertising and content contracts; 10) the ongoing effects of NCM LLC’s emergence from bankruptcy; 11) reinvestment in our network and product offerings may require significant funding and resulting reallocation of resources; and 12) fluctuations in and timing of operating costs. In addition, the outlook provided does not include the impact of any future unusual or infrequent transactions; sales and acquisitions of operating assets and investments; any future non-cash impairments of intangible and fixed assets; amounts related to litigation or the related impact of taxes that may occur from time to time due to management decisions and changing business circumstances. The Company is currently unable to forecast precisely the timing and/or magnitude of any such amounts or events. Please refer to the Company’s Securities and Exchange Commission filings, including the “Risk Factor” section of the Company’s Annual Report on Form 10-K for the year ended December 26, 2024, for further information about these and other risks. Investors are cautioned not to place undue reliance on any such forward-looking statements, which speak only as of the date they are made. The Company undertakes no obligation to update any forward-looking statement, whether as a result, of new information, future events or otherwise, except as required by law.
View source version on businesswire.com: https://www.businesswire.com/news/home/20250313136050/en/
INVESTOR:
Chan Park
investors@ncm.com
MEDIA:
Doug Serton
press@ncm.com
Source: National CineMedia, Inc.
FAQ
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