“We delivered our 16th consecutive quarter of acquisition adjusted revenue growth with an increase of 1.1% both local and programmatic revenue were higher while national was slightly down year over year,” was how Lamar Advertising CEO Sean Reilly leadoff the 1Q 2025 earnings call. Here are the results of the […]
Finance
OUTFRONT Organic Revenues up 0.2% in 1Q 25
“The first quarter came in largely as expected despite an uncertain economic climate” was how Nick Brien, interim CEO of Outfront Media introduced first quarter financials. Here are are the results of the OUTFRONT 1Q 2025 earnings release, 1Q 2025 earnings presentation and conference call, sponsored and analyzed by […]
From the YMCA to Billboards: How Tom Giesken Found His Calling in Out of Home
Tom Giesken of Giesken Outdoor recently sold his remaining billboards to Lamar Advertising after more than 25 years running his own out of home company. We will run a series of interviews in which Tom reflects on his out of home career. Today Tom talks about getting started. How did […]
Who Makes What at the Public Out of Home Companies
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 […]
Clear Channel Outdoor Revenue Up 2.2% in 1Q 2025
“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 […]
YESCO Acquires 250 Dakota Outdoor Faces
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. […]
Andy Rebuck Talks Acquisitions
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 […]
Public Out of Home Company Debt Trends
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. […]
Lamar’s Vistar Media Home Run
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 […]
5 Things about Clear Channel Outdoor
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 […]