Finance

OUTFRONT Sharpens the Pencil

OUTFRONT CFO Matt Siegel has changed the company’s focus from revenue to cashflow.  Here’s an analysis of Siegel’s activities, sponsored and analyzed by SignValue. OUTFRONT has shown a willingness to exit low margin municipal billboard contracts in New York and LA. OUTFRONT shed 6% of their workforce in 2025. OUTFRONT […]

OUTFRONT’s Siegel says acquisitions will increase

Here are the highlights from OUTFRONT CFO Matt Siegel’s comments at the Citi 2026 Global TMT Conference, sponsored and analyzed by SignValue Siegel says OUTFRONT will be more active in M&A We have proactively improved our balance sheet. A few years ago, we had some leverage challenges. If you remember, […]

OOH Lender: Verde Outdoor Capital

Billboard Insider is running a series on out of home lenders.  Today we profile Verde Outdoor Capital Lender:  Verde Outdoor Capital Address: 1720 W. Rio Salado Pkwy, Suite A, Tempe, AZ 85281 Email: rickard.strom@verdeoutdoorcapital.com Phone: 602-284-4369 Rickard, talk about your background in out of home Out-of-home has been a major […]

Huntington Billboards Sells Florida Assets to Lamar

Huntington Billboards (“Huntington”) announced today the sale of its Florida outdoor advertising assets to Lamar Advertising Company (“Lamar”).  Stark Capital represented Huntington Billboards in the transaction. The transaction included 48 existing advertising displays, consisting of 42 static displays and 6 digital displays, along with 8 additional displays currently under development. […]

TWG Global’s Mark Walter Defends Himself

Mark Walter, the owner of TWG Global, a partner in the pending Clear Channel Outdoor buyout has issued a press release defended himself from allegations of financial impropriety.   Here’s the release. LOS ANGELES–(BUSINESS WIRE)–TWG Global, LLC (“TWG” or the “Company”) today issued the following statement to correct the record […]

Lamar vs Link: What Q2 Says About Rural Billboard Economics

  Lamar Advertising and Link Media offer an interesting look at the economics of suburban and rural billboard portfolios. Lamar is the much larger operator, while Link is even more concentrated in smaller rural markets in the Midwest. Their Q2 2026 results highlight one thing in particular: both companies continue […]

More on the Mark Walter Story…

Yesterday Billboard Insider reported that the DOJ is investigating certain transactions involving insurance companies owned by Mark Walter, the owner of TWG Global.  TWG Global is a partner in the pending buyout of Clear Channel Outdoor.  The Wall St Journal ran an additional story today which included this: The recent […]

Keep an Eye on the Mark Walter Story..

Billionaire investor Mark Walter is under DOJ investigation for not disclosing certain loans his insurance companies has made to other companies he controls.  Here’s a review of the situation, sponsored and analyzed by SignValue. Insurance companies are allowed to lend to affiliates so long as those loans are disclosed.  The […]

Link Media Outdoor Revenues up 3% in 2Q 2026

Here are the financial results for Link Media Outdoor for the second quarter of 2026  sponsored and analyzed by SignValue.  The numbers come from the Boston Omaha 2Q 2026 10Q and investor presentation.   Billboard revenues increased 3% to $11.7 million during the second quarter of 2026 due to increases […]