National CineMedia, Inc. (NCMI) Q3 2024 Earnings Call Transcript Summary
National CineMedia, Inc. (NCMI) Q3 2024 Earnings Call Transcript Summary
National advertising revenue declined 10% year-over-year to $46.8 million, influenced by lower attendance and a slight decrease in national advertising CPMs.The following is a summary of the National CineMedia, Inc. (NCMI) Q3 2024 Earnings Call Transcript:
以下是National CineMedia, Inc.（NCMI）2024年第三季度業績會議實錄總結：
Financial Performance:
財務表現:
For Q3 2024, National CineMedia, Inc. reported revenue of $62.4 million, surpassing guidance of $56 million to $58 million.
Adjusted OIBDA was $8.8 million, also exceeding guidance which predicted between $6 million and $8 million.
National advertising revenue declined 10% year-over-year to $46.8 million, influenced by lower attendance and a slight decrease in national advertising CPMs.
截至2024年第三季度，National CineMedia, Inc.報告營業收入爲6240萬美元，超過了5600萬至5800萬美元的預期指導。
調整後的運營利潤及折舊前攤銷前利潤（OIBDA）爲880萬美元，也超過了預計範圍在600萬美元至800萬美元之間。
國家廣告收入年度同比下降10%，降至4680萬美元，受到出席人數減少和國家廣告CPM略微下降的影響。
Business Progress:
業務進展:
NCM has successfully attracted new advertisers across multiple industries, engaging 14 new clients year-to-date with campaigns in the CPG, QSR, alcoholic beverages, and beauty sectors.
Introduced innovative retargeting platforms 'Boomerang' and 'Boost', enhancing post-theater engagement and expanding audience reach.
Launch and positive reception of the Platinum ad unit and ongoing investment in experiential marketing initiatives demonstrate NCM's commitment to delivering unique advertising solutions.
NCm成功吸引了跨多個行業的新廣告客戶，至今已與CPG、QSR、酒精飲料和美容等多個領域的14家新客戶合作展開廣告活動。
引入了創新的後期定向營銷平台「Boomerang」和「Boost」，增強了影院後的用戶參與度，擴大了觀衆群體範圍。
鉑金廣告單元的推出和積極的接受，以及對體驗營銷倡議的持續投資，展示了NCM致力於提供獨特廣告解決方案的承諾。
Opportunities:
機會：
Strong box office performance presents ongoing opportunity with a resilient and broadening audience base, attracting Gen Z and Millennials predominantly.
Expanded digital offerings, like the Boost platform, enable precise targeting and broader campaign reach in the premium video marketplace.
Innovative tech initiatives and partnerships, such as the collaboration with Snowflake for data integration, are set to optimize advertising effectiveness and consumer targeting.
強勁的票房表現爲NCM帶來持續的機會，吸引了具有彈性和不斷擴大的觀衆群，主要吸引了Z世代和千禧一代。
諸如Boost平台之類的數字化擴展產品，使得能夠精準定位目標受衆，並在高端視頻市場擴大廣告覆蓋範圍。
創新技術倡議和夥伴關係，比如與snowflake合作進行數據整合，旨在優化廣告效果和消費者定位。
Risks:
風險：
Revealed a decline in adjusted OIBDA compared to the previous year, reflecting pressure from market conditions and a shift in audience composition impacting revenue per attendee.
Economic fluctuations and shifts in the advertising market may affect overall revenue stability despite innovations in ad offerings.
相比去年，調整後的OIBDA呈下降趨勢，反映出市場情況的壓力以及觀衆構成的轉變影響了每位觀衆的營業收入。
儘管廣告產品創新，但經濟波動和廣告市場的變化可能會影響整體營收穩定性。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。
