Cinemark Holdings, Inc. · NYSE:CNK
Cinemark — Q2 2025 Earnings Presentation
32 slides from Cinemark's earnings presentation, Aug 1, 2025
Slide 1: Investor Presentation
Investor Presentation August 1, 2025
Slide 2: Forward Looking Statements
Forward Looking Statements CAUTIONARY NOTE REGARDING FORWARD LOOKING STATEMENTS PURSUANT TO THE U.S. PRIVATE SECURITIES LITIGATION REFORM ACT OF 1995: This presentation contains, and our officers and representatives may from time to time make, “forward–looking statements” within the meaning of the s
Slide 3: Long-Term Value Creation
Long-Term Value Creation Cinemark is well-positioned to deliver sustainable growth, profitability, and long-term shareholder returns on account of its advantaged market position, ongoing industry recovery, and numerous opportunities to drive incremental value creation 1 2 3 4 5 6 7 High quality Dist
Slide 4: High quality assets
1 High quality assets
Slide 5: High Quality Assets
High Quality Assets Sustained investments in guest experience over the past decade that significantly exceed peers, while prioritizing ongoing investments that position Cinemark for continued success Have consistently allocated $80- Highest penetration 2) of luxury $100M for global maintenance seats
Slide 6: Distinctive global footprint
2 Distinctive global footprint
Slide 7: Distinctive Global Footprint
Distinctive Global Footprint Distinctive global footprint with 497 theaters and 5,647 screens in 14 countries that provides valuable scale, attractive diversification and access to growth opportunities in under-penetrated markets U.S. Operations 1) • 304 theaters / 4,249 screens • 3rd largest exhibi
Slide 8: Significant North American Market Share
Significant North American Market Share Operational excellence and execution of strategic initiatives have driven faster domestic box office recovery than North American industry with meaningful market share gains Box Office Recovery 1) Market Share Expansion 2) North American Market Share 3) 91% 81
Slide 9: Leader Across Latin American Region
Leader Across Latin American Region Well-established leader with market share expanding meaningfully since pre-pandemic and box office recovery outpacing our comparable Latin American industry benchmark Market Share Expansion 1) Market Share - Key Latin American Markets 1) BRAZIL ARGENTINA 24.6% 23%
Slide 10: Solid financial position with compelling free cash flow profile
3 Solid financial position with compelling free cash flow profile
Slide 11: 2Q25 Highlights
2Q25 Highlights Delivered robust operating and financial results that underscore our advantaged market position and the continued impact we are deriving from our strategic initiatives • Cinemark’s percent of domestic box office recovery relative to pre-pandemic levels surpassed North American indust
Slide 12: 1H25 Results
1H25 Results Reported year-over-year growth in Revenue, Adjusted EBITDA, and Adjusted EBITDA margin during 1H25 driven by a more compelling film slate coupled with our operational excellence, financial discipline, and impact of our strategic initiatives Worldwide Results 1) • Entertained ~95 million
Slide 13: Solid Balance Sheet
Solid Balance Sheet Continue to make meaningful progress toward fortifying financial strength post-pandemic while enabling consistent investment in the long-term success of our company; our balance sheet remains a strategic asset and key differentiator, providing valuable flexibility Net Leverage Ra
Slide 14: Capital Allocation Priorities
Capital Allocation Priorities Balanced and disciplined approach toward capital allocation to maximize long-term shareholder value Strengthen balance sheet to enhance flexibility and risk management 1 • Committed to repaying the $460 million principal amount of our convertible notes maturing August 1
Slide 15: Industry-leading operating capabilities
4 Industry- leading operating capabilities
Slide 16: Industry-Leading Operating Capabilities
Industry-Leading Operating Capabilities Sophisticated operating tools, procedures, and rigor with meaningful strategic advances has led to consistent outperformance compared with the North American industry in 14 of the past 16 years Heightened levels of guest services that Technology support center
Slide 17: Leaders with Proven Track Records
Leaders with Proven Track Records Highly experienced management team with significant industry experience and proven track records; additional key leaders with 20+ years of industry/Cinemark experience in the US and internationally Sean Gamble Melissa Thomas President & CEO CFO 15+ years of industry
Slide 18: Loyal customer base with extensive reach
5 Loyal customer base with extensive reach
Slide 19: Loyal Customer Base with Extensive Reach
Loyal Customer Base with Extensive Reach Established a loyal and extensive customer base through our consistency of service, quality of theaters, and appeal of consumer-oriented loyalty programs Increasing levels of engagement, frequency, and overall spend As of 6/30/2025 105K+ members • Movie Club
Slide 20: Numerous levers to drive incremental value creation
6 Numerous levers to drive incremental value creation
Slide 21: Growth & Productivity Opportunities
Growth & Productivity Opportunities Driving numerous growth and productivity initiatives that go above and beyond industry recovery to create incremental value • Further enhance exceptional guest experience through premium amenities and offerings that cannot be replicated at home, as well as an ongo
Slide 22: Resilient industry dynamics and continued recovery
7 Resilient industry dynamics and continued recovery
Slide 23: Exhibition Industry Trends
Exhibition Industry Trends Stable, long-term industry growth trends across technology innovations and economic cycles with box office growth in 6 of the last 8 recessionary periods North America Box Office Trends VCR VHS begins to ramp post beta-max INTERNET begins to go mainstream DVD player drops
Slide 24: Value of an Exclusive Theatrical Window
Value of an Exclusive Theatrical Window Studios leaning into theatrical releases as they enhance a film’s promotional impact and asset value Increases consumer awareness, Satisfies consumer/creative desires viewing interest, and long-term to see films on big screen. recallability. Elevates perceptio
Slide 25: 2025 Notable Titles
2025 Notable Titles Quarter 1 Quarter 2 Quarter 3 Quarter 4 Jan. 10 Jan. 31 Feb. 14 April. 4 April. 18 May. 2 July. 4 July. 11 July. 25 Oct.10 Nov. 7 Nov. 21 (LGF) (UNI) (DIS) (WB) (WB) (DIS) (UNI) (WB) (DIS) (DIS) (PAR) (UNI) Feb. 14 March. 7 March. 21 May. 23 May. 23 June. 13 Aug. 1 Aug. 8 Sep. 5
Slide 26: 2026 Compelling Film Slate
2026 Compelling Film Slate JORDAN PEELE’S NEXT FILM 26
Slide 27: Appendix
Appendix
Slide 28: FY 2024 Results
FY 2024 Results Cinemark delivered comparable Revenue, Adjusted EBITDA, and Adjusted EBITDA Margin year-over- year despite 4% lower attendance due to the impact of the Hollywood guild strikes Worldwide Results 1) • Entertained 201 million moviegoers across 14 countries 3,500 25% $3,067 $3,050 • Surp
Slide 29: Total Cost of Convertible Notes Settlement
Convertible Notes due August 2025 Successfully mitigated potential shareholder dilution through stock buybacks completed in March 2025 Convertible Note Mechanics 1) 2) • $460 million principal amount of 4.50% Convertible Notes to be $1,000 paid using cash on hand upon maturity Total Cost of Converti
Slide 30: Non-GAAP Measure Reconciliations
Non-GAAP Measure Reconciliations Reconciliation of Cash Flows Reconciliation of Net Income to Adjusted EBITDA 1) Provided by Operating Activities to Free Cash Flow 1) 2Q25 2Q24 1H25 1H24 2Q25 2Q24 1H25 1H24 Net Income $95 $47 $56 $72 Cash flows provided by operating $276 $185 $157 $162 activities Ad
Slide 31: Non-GAAP Measure Reconciliations
Non-GAAP Measure Reconciliations Reconciliation of Cash Flows Reconciliation of Net Income to Adjusted EBITDA 1) Provided by Operating Activities to Free Cash Flow 1) FY24 FY23 2024 2023 Net Income $313 $191 Cash flows provided by operating activities $466 $444 Add (deduct): Deduct: Income tax (bene
Slide 32: Thank You
Thank You Chanda Brashears SVP Investor Relations cbrashears@cinemark.com 972-665-1671