September 9, 2025 – This is to announce the divestiture of outdoor advertising assets in the Midland-Odessa, Texas market from Boomley, LLC to Arrington Outdoor Advertising, LP. The seller, Boomley, LLC,, is a Puerto Rico based limited liability company headed by Alvaro Aranda. The buyer, Arrington Outdoor advertising LP, is […]
SignValue has prepared the following Q2 2025 financial overview for Link Media Outdoor. 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 […]
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 […]
