Here are excerpts from comments by Clear Channel Outdoor EVP/CFO David Sailer at this week’s Bank of America leveraged finance conference, sponsored and analyzed by Signvalue.
Sailer says the 2026 market looks robust
Moving into 2026…the ad sales market…is more robust than it was last year…your larger, your premium assets are driving a larger scale of your business as you’re getting rate increases on those…
Sailer on where it’s easy to put in digitals and where it’s not.
Well, there are some areas where you can’t build digitals. Tucson is a market…where we don’t have digital signage…within certain areas of LA…our digital boards were turned off…Houston is a city where there isn’t digital within the city. But overall, across our portfolio, there is run room. And if something opened up in a specific city, we would obviously build more…We did it in Dallas several years ago…Where digital was opened up in the city of Dallas, we moved in, and we probably have today over 100 digital boards in Dallas.
Sailer on out of home M&A
The industry as a whole, we expected 2025 probably to be a little more robust from an M&A standpoint, and it wasn’t with the new administration coming in, folks expected more…But I think over the next several years, you’ll probably see some larger type transactions. Do I know what they are today? No… We’ll look at smaller acquisitions where it makes sense. But from a more larger scale, that’s probably something we would do from a partner standpoint.
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