Here’s a listing of who makes what at the three largest US Public Out of Home companies, sponsored and analyzed by SignValue. Scott Wells is the highest paid exec in the industry. His huge 2024 pay increase came at a time that the stock skidded. He also works at a […]
“Q1 came in as we expected and we see nothing in the marketplace to date that causes us to change our guidance,” was how Clear Channel Outdoor CEO Scott Wells described first quarter 2025 performance. Here are the results of the the CCO 1Q 25 earnings release, CCO 1Q 25 […]
SALT LAKE CITY (April 2025) – YESCO Outdoor Media, one of the nation’s leading providers of out-of-home advertising, announces it has acquired select assets of Dakota Outdoor Advertising. The acquisition includes 111 static billboard structures comprising 250 faces and 19 transit locations with 93 faces across Montana, Wyoming and Nevada. […]
Billboard Insider has run a series of interviews with Andy Rebuck who recently retired after a 40 year career with Lamar Advertising. See Andy Rebuck talks sales, Andy Rebuck on Billboard Development and Andy Rebuck on Two Sales Wins. In our final installment, Andy talks about out of home […]
Moorgate Capital Partners produces an outstanding quarterly report on the out of home advertising industry. Here are some charts in Moorgate’s 4Q 2024 State of the OOH Industry report which caught our eye. A muted acquisitions market. Here’s a breakout of Public company OOH acquisitions from 2019 to 2024. […]
In 2021 Lamar purchased a 20% stake in programmatic out of home sales company Vistar Media for $30 million. Here’s an analysis of that investment sponsored and analyzed by Signvalue. Vistar Financials and Exit Multiple Lamar’s Vistar Media investment was accounted for using the equity method which means that Lamar […]
Here are 5 things about Clear Channel Outdoor which SignValue learned from comparing Clear Channel Outdoor’s 2024 10k to prior years. A smaller more focused company. Clear Channel has has moved international assets into discontinued operations which has resulted in a much smaller but more focused company which is almost […]
Here are 4 things about OUTFRONT which SignValue learned from comparing OUTFRONT’s 2024 10k with prior years. Fewer billboards, more transit displays The number of OUTFRONT billboard displays declined by 13% in 2024 due to the sale of the Canadian plant and the loss of the New York MTA billboard […]
Here are 5 things about Lamar which SignValue noticed from reading Lamar’s 2024 10k and comparing it to prior years. More statics, more digitals. Static displays grew 2% during 2024 due primarily to acquisitions. Digital displays grew 5% due to digital conversions and acquisitions. Logo and directional signs declined 1%. […]
I have 35 years experience lending to out of home companies. My Billboard Loans business partner Dave Westburg and I have were reviewing one of our old out of home lending white papers and decided to write an article on how the out of home business has changed since 2000. […]
