Andre Kostolany April 5, 2018 Idea Exchange

National Cinemedia (NCMI)

Would very much appreciate everyone’s thoughts / comments / feedback / criticism. If there’s interest, I might follow-up with a full writeup. Notes NCMI has the #1 market share for on-screen advertising (about 50%) The industry is an oligopoly with NCMI and Screenvision having about 85% market share Basically NCMI owns the right to run a 30-minute pre-movie show in its founding members US theaters, which includes advertising. This right is backed by long-term exhibitor agreements with the founding members which, to the best of...

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