GOL DMAN SACHS COMMUNACOPIA SE PT E MBE R 18, 2019 1 F - - PowerPoint PPT Presentation

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GOL DMAN SACHS COMMUNACOPIA SE PT E MBE R 18, 2019 1 F - - PowerPoint PPT Presentation

GOL DMAN SACHS COMMUNACOPIA SE PT E MBE R 18, 2019 1 F ORWARD L OOKING ST AT E ME NT S T his pr e se ntation c ontains, or may be de e me d to c ontain for war d- looking state me nts within the me aning of the


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SLIDE 1

GOL DMAN SACHS COMMUNACOPIA

SE PT E MBE R 18, 2019

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SLIDE 2

F ORWARD L OOKING ST AT E ME NT S

T his pr e se ntation c ontains, or may be de e me d to c ontain “for war d- looking state me nts” within the me aning of the “Safe Har bor ” pr

  • visions of the Unite d State s Pr

ivate Se c ur itie s L itigation Re for m Ac t of 1995. F

  • r

war d- looking state me nts ar e subje c t to r isks and unc e r taintie s that may c ause Cine mar k’s ac tual r e sults to diffe r mate r ially fr

  • m the e xpe c tations indic ate d or

implie d by suc h state me nts. Suc h Risk F ac tor s ar e se t for th and e xpr e ssly qualifie d in the ir e ntir e ty in the Company’s filings with the SE C, inc luding the most r e c e ntly file d Annual Re por t on F

  • r

m 10- K. T he Company unde r take s no

  • bligation to public ly update or

r e vise any for war d- looking state me nts. T his pr e se ntation may inc lude c e r tain non- GAAP financ ial me asur e s. A r e c onc iliation of the se non- GAAP me asur e s to the most dir e c tly c ompar able financ ial me asur e s c alc ulate d and pr e se nte d in ac c or danc e with GAAP c an be found within the Company’s most r e c e ntly file d Annual Re por t on F

  • r

m 10- K and on the Company’s we bsite at www.inve stor s.Cine mar k.c om. 2

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SLIDE 3

IN DUSTRY TREN DS

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SLIDE 4

1978 1983 1988 1993 1998 2003 2008 2013 2018

$11.9B $2.6B

NORT H AME RICAN INDUST RY BOX OF F ICE T RE NDS

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Re c e ssio n ye a r

Inte rne t b e g ins to g o ma instre a m Me g a ple x a nd sta dium se a ting VHS b e g ins to ra mp po st b e ta -ma x E xhib itio n b a nkruptc ie s/ c o nso lida tio n DVD pla ye r dro ps to $100 (DVD he y-da y) F ina nc ia l c risis

VCR Inte r ne t DVD Str e aming

Ma ss OT T stre a ming a do ptio n ... Re c line rs a nd e nha nc e d fo o d Inve stme nts ...

1.1B pa tr

  • ns

1.57B pa tr

  • ns

1.38B pa tr

  • ns

1.3B pa tr

  • ns

Dig ita l pro je c to r c o nve rsio n

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SLIDE 5

2014 $10.9B 2013 2017 $11.4B $10.6B $10.2B $11.1B $9.6B 2009 $11.1B $10.6B 2010 2011 2008 2012 $10.8B 2016 2015 $11.9B 2018 $10.4B

NA Industry Box Office CNK US Adj. EBITDA Margin 0.0% 10.0% (0.2)% (3.8)% 6.0% 1.2% (4.8)% 6.9% 2.3% (2.5)% 6.9%

Industry Y/Y Growth +2.1%

10-yr industry box office CAGR

24.3%

2008 - 2018 Avg. CNK US Adj. EBITDA Margin

NORT H AME RICAN INDUST RY T RE NDS VS. CINE MARK

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2 0 2 0 BO X O FFIC E

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NORT H AME RICAN INDUST RY BOX OF F ICE T RE NDS

Q1 Q2 Q3 Q4

Wonder Woman

UNTITLED SEQUEL

Disney - Pixar Disney Live Action Disney - Marvel Disney - Pixar Universal Warner Bros. Warner Bros. Fox Universal Warner Bros. United Artist Paramount Sony Sony Warner Bros. Disney Live Action Universal Warner Bros. Steven Spielberg’s Fox Universal “Top Gun” “Spider-Man Universe” Ghostbusters Disney - Marvel Warner Bros. Warner Bros. Disney Animation

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SLIDE 8

T HANK YOU

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