National CineMedia (NCMI) Earnings Transcript | The Motley Fool

"Total Revenue -- $93.2 million for the quarter, up 8% year over year and at the upper end of the guidance range. Adjusted OIBDA -- $37.2 million, a 6% increase from the prior year and exceeding guidance, reflecting higher revenue and disciplined expense management."

"Programmatic Revenue -- Increased 100% year over year, with a 2.4 times increase in the number of programmatic advertisers, illustrating growing adoption and inventory utilization. Self-Serve Platform Revenue -- Up 64% year over year, with adoption attributed to generative AI-enabled creative tools that improve turnaround and accessibility for local advertisers."

"Total Advertising Revenue -- $90 million, a 9% year-over-year increase, outpacing 7% growth in network attendance to 107 million attendees, demonstrating higher monetization per attendee. National Advertising Revenue -- $76 million, up nearly 10% compared to $69.2 million in the prior year, led by robust demand and increased inventory utilization."

"Impressions Sold Per Attendee -- Increased 27% year over year, with platinum impressions up 72% and post-show impressions up 53%, driven by newly standardized inventory from the AMC agreement. National Revenue Per Attendee -- $0.71, a 10% increase on a comparable basis to the prior-year period, highlighting successful optimization initiatives."

The company delivered strong quarterly results with total revenue of $93.2 million, representing 8% year-over-year growth and meeting upper guidance. Adjusted OIBDA reached $37.2 million, exceeding expectations through higher revenue and controlled expenses. Programmatic revenue doubled with 2.4 times more advertisers, while self-serve platform revenue surged 64% driven by generative AI-enabled creative tools. Total advertising revenue grew 9% to $90 million, outpacing 7% network attendance growth to 107 million, indicating improved monetization per attendee. National advertising revenue increased nearly 10% to $76 million, supported by premium and post-show placements. Impressions sold per attendee rose 27%, with platinum impressions up 72% and post-show impressions up 53%, reflecting newly standardized inventory from the AMC agreement.

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