Moorgate Capital Partners produces an outstanding quarterly report on the out of home advertising industry. Here are some charts in the third quarter 2024 report that caughtBillboard Insider’s eye. Debt costs are moderating Debt costs have been stable at the public out of home companies. Lamar has a 5% weighted […]
Yesterday we shared that the largest shareholder in Daktronics, Alta Fox Capital, was not happy with the Board and Management at Daktronics. Things heated up on Wednesday as Daktronics provided their thoughts and Alta Fox quickly countered. First, comments from a Daktronics public letter: BROOKINGS, S.D., Dec. 11, 2024 (GLOBE […]
Clear Channel Outdoor CEO Scott Wells spoke at last week’s Wells Fargo TMT conference. Here’s a selection of his comments prepared by SignValue. Outlook for 2025 So far so good…We are…very fortunate that we had a clear election…businesses are pretty positive about the economic outlook…it’s not going to be a […]
Clear Channel Outdoor CFO David Sailer and Treasurer Jason Menzel spoke at last week’s B of A Securities Leveraged finance conference. Here’s a selection of their comments curated and analyzed by SignValue. The MTA contract – more revenues but lower margin it’s probably a little over a 2% increase or 200 […]
SignValue has prepared the following analysis of Clear Channel Outdoor’s 3rd quarter 2024 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 […]
Here’s a selection of Jeremy Male’s comments at this weeks Wells Fargo TMT summit, selected by SignValue. San Francisco still a problem San Francisco has been difficult for us…less so on the Billboard side but certainly on the transit side where you know we we have the BART rail system…ridership […]
Daktronics noted in their press release yesterday, they have been generating record cash flows based on strong sales growth. Here are highlights from their release. Fiscal Q2 2025 financial highlights include: Sales of $208.3 million, a 4.5 percent increase from the second quarter of fiscal 2024, and fiscal year-to-date sales […]
SignValue has prepared the following analysis of OUTFRONT Media’s 3rd quarter 2024 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 […]
A Billboard Insider reader asks “Do you by chance know what OUTFRONT, Lamar and Clear Channel Outdoor’s mix of local and national revenue is?” Here’s the data pulled from each company’s 2023 10k or 3Q 2024 earnings presentation, analyzed and sponsored by SignValue. Lamar’s more rural roadside billboard plant relies […]
On November 21, 2024 ICT Media Group, LLC. divested its Wichita, Kansas assets to Legacy Outdoor Advertising. The Seller, ICT Media Group, is a Kansas-based company headed by Matt Vos. The Buyer, Legacy Outdoor Advertising, is a Wyoming-based company headed by Chris Hilliard. Legacy also owns and manages assets in […]
