Tag: Link media outdoor

5 Things About Link Media

Here are five things about Link Media Outdoor which Billboard Insider learned from reading the 2023 10k of Boston-Omaha. Scale, Scale, Scale Link Media is a textbook case of taking advantage of scale economies.  Revenues have grown faster than expenses in every year of the company’s life.  Key expense items […]

Link Media Outdoor revenues increase 6% in 4Q 2023

Link Media continues to grow although at a slower pace.  Here are the Link Media financials extracted from the Boston Omaha 2023 10k. Revenues increased by 6% to $10.9 million during the fourth quarter of 2023 due to increases in occupancy and rate.  Here are Link Media’s quarterly billboard revenues […]

Link Media Shows Slow but Sure Improvement

We are completing our review of the US public out of home companies by reviewing Link Media Outdoor which is a wholly owned subsidiary of Boston Omaha.  Boston Omaha stock finished yesterday at $16.08.  This is above the $13 price at which it went public in 2017 buy a long […]

Link Media Revenues Up 10% in 2Q 2023

Boston Omaha reported financials for the second quarter of 2023.  Here are the results for Link Media Outdoor, the company’s out of home subsidiary. Revenues increased 10% to $10.8 million due to improved rental and occupancy rates and the $14 million acquisition of Elevation Outdoor’s 256 faces in November 2022. […]

Boston Omaha Turns Eight

Boston Omaha issued its 2022 annual investor letter.  Hard to believe that the company just finished its eighth year.  Some of our observations. Boston Omaha has outperformed the big three. Boston Omaha stock has grown 56% since it went public in June 2017.  During the same time period Lamar grew […]

Four Things About Link Media

Here are four things about Link Media Outdoor (the out of home subsidiary of Boston Omaha) which Billboard Insider learned by reading Boston Omaha’s 2022 10k. Acquisitions, acquisitions, acquisitions Link Media Outdoor has closed 20 out of home acquisitions totaling $240 million since 2015.  That’s a lot, but maybe not […]

Link Media Revenues Up 24% in 2022

Link Media Outdoor continues to benefit from scale economies associated with acquisitions.  Here are the results for Link Media Outdoor as disclosed in the Boston Omaha 2022 10k. Revenues grew 24% to $39.2 million due to the acquisition of Keleher outdoor and Missouri Neon as well as in improvement in […]

3 Things About Boston Omaha

Billboard Insider enjoys reading Boston Omaha’s annual letter.  It is refreshingly clear of the usual corporate non-speak jargon.  Here are 3 things we learned from the Boston Omaha 2021 Annual Letter. Billboards, bonds and broadband. Boston Omaha assets are concentrated in billboards, bonds (e.g. insurance) and broadband as you can […]

Boston Omaha Rings Bell to Celebrate NYSE Listing

Boston Omaha execs had a chance to ring the opening bell to celebrate a New York Stock Exchange listing last week.  Looks like Co-Chairs Alex Buffet Rozek and Adam Peterson tied on the paper scissors rock so they pushed the opening bell together.  Scott Lafoy, the President of Boston Omaha’s […]