SignValue has prepared the following analysis of Lamar Advertising’s 2Q 2025 financials. If you have questions, contact one of SignValue’s experienced analysts for a free and confidential consultation at info@signvalue.com or call 480-657-8400 To receive a free morning newsletter with each day’s Billboard insider articles email info@billboardinsider.com with the word […]
OUTFRONT appointed Nic Brien as permanent CEO. Here are excerpts from the OUTFRONT 8K, sponsored and analyzed by SignValue: Appointment of Chief Executive Officer On August 21, 2025 (the “Effective Date”), the Board of Directors (the “Board”) of OUTFRONT Media Inc. (the “Company”) appointed Nicolas Brien as the Company’s Chief […]
SignValue has prepared the following analysis of JCDecaux’s 2Q 2025 financials. If you have questions, contact one of SignValue’s experienced analysts for a free and confidential consultation at info@signvalue.com or call 480-657-8400 To receive a free morning newsletter with each day’s Billboard insider articles email info@billboardinsider.com with the word “Subscribe” in […]
SignValue has prepared the following analysis of Clear Channel Outdoor’s 2Q 2025 financials. If you have questions, contact one of SignValue’s experienced analysts for a free and confidential consultation at info@signvalue.com or call 480-657-8400 To receive a free morning newsletter with each day’s Billboard insider articles email info@billboardinsider.com with the word […]
SignValue has prepared the following analysis of OUTFRONT Media’s 2Q 2025 financials. If you have questions, contact one of SignValue’s experienced analysts for a free and confidential consultation at info@signvalue.com or call 480-657-8400 To receive a free morning newsletter with each day’s Billboard insider articles email info@billboardinsider.com with the word […]
Moorgate Capital Partners produces an outstanding quarterly report on the the of home advertising industry. Here are some charts from Moorgate’s 2Q 2025 report. Clear Channel’s debt costs about 200-250 basis points more than OUTFRONT or Lamar due to high leverage. Clear Channel Outdoor has the highest leverage with debt/cashflow […]
Warren Buffet likes Lamar. Buffet’s company Berkshire Hathaway disclosed that it has taken a $142 million position in Lamar stock based on the August 2025 13F filing. CNBC has picked up the story as well. This isn’t the first Buffet to invest in out of home. Warren Buffet’s grandnephew Alex […]
On last week’s earnings call Lamar CEO Sean Reilly was asked about how Lamar integrates acquisitions and he said this: When it’s a fill-in the expense synergies happen extremely quickly…on a fill in deal we’re just buying billboard structures, billboard permits, advertising contracts and ground leases and we don’t need […]
Link Media Outdoor, the out of home subsidiary of publicly-traded Boston Omaha, had flat revenues during 2Q 2025. Here are the results of the Boston Omaha 2Q 2025 earnings release, sponsored and analyzed by SignValue. Revenues were flat at $11.4 million during the second quarter of 2025. Ground rent expense […]
“Solid, but not spectacular,” was how Lamar Advertising CEO Sean Reilly described the company’s 2Q 2025 financials. Here are the results of the 2Q 2025 earnings release and conference call, sponsored and analyzed by SignValue. Net revenue increased 2.5% to $579 million. Organic growth was 1.9% for billboards, 11.7% for […]
