Here’s a selection of OUTFRONT CEO Jeremy Male’s comments at this week’s 52nd annual JP Morgan 2024 Global Technology, Media and Communications Conference. Why has OOH been able to maintain ad share It comes down to one word – audience…More and more activities activities are outside of the home. OUTFRONT […]
Here are the highlights of Clear Channel CFO David Sailer’s comments at this week’s 52nd annual JP Morgan 2024 Global Technology, Media and Communications Conference. Clear Channel Outdoor adding account executives Coming out of COVID we were obviously you know very tough on expenses you know revenue was down and […]
Here are a selection of Lamar CEO Sean Reilly’s comments at yesterday’s 52nd annual JP Morgan 2024 Global Technology, Media and Communications Conference. Mainstreet is healthy. Mainstreet is healthy. That’s the take home message. Last year I was only getting questions about how Lamar does in a recession. All those […]
Billboard Insider was interviewed by a group of Tulane undergraduate B-school students (picture above) who did a valuation and research report on Lamar. They rate Lamar as market perform with a 12 month target price of $117.00. The group’s investment thesis (see below) notes Lamar’s steady dividends, reduced acquisitions and […]
Yesterday Boston Omaha Corporation released its 2023 Annual Letter. It is blissfully free of the fuzzy-management-consulting-speak which clogs many public company annual reports and letters. Here are three things about Link Media Outdoor (Boston Omaha’s out of home subsidiary) which SignValue learned from reading the Boston Omaha 2023 Annual Letter. […]
Boston Omaha released 1Q 2024 financials. Here are the results for Link Media Outdoor, Boston Omaha’s wholly owned out of home subsidiary, sponsored and analyzed by SignValue. Revenues increased 3.8% to $10.6 million reflecting an improvement in rate and occupancy. At March 31, 2024 Link Media Outdoor operated a plant […]
Many out of home companies take payment via Automated Clearing House (“ACH”) payments. You need to be aware of the risks associated with an ACH. Lafe Schneider of TDO outdoor tells Billboard Insider his company took a loss recently when a man who identified himself as Michael Bates (mbates1477@gmail.com) signed […]
SignValue has prepared the following analysis of Clear Channel Outdoor’s 4th Quarter 2023 financials. If you have questions contact Paul Wright, CEO, SignValue, paul@signvalue.com, 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 the title. Our newsletter is free and we […]
This is the fourth of Billboard Insider’s out of home lender profiles. Our previous profiles have covered Alerus Financial, Stark Capital Solutions, YESCO Financial and Verde Capital. Out of Home Lender: Billboard Loans Transaction Size: $25,000 to $1 million Address: 1043 5th St., Kirkland, WA. 98033 Email: kenaltena@billboardloans.com Phone: 206-636-8478 Billboard Loans […]
North American billboards are decent, airports is booming and Europe North is recovering and for sale is how you could summarize Clear Channel Outdoor’s 2024 first quarter. Here are the results of the Clear Channel Outdoor 1Q 2024 earnings release, earnings presentation and conference call. Consolidated revenue increased 10% to […]
