A highlight of each OAAA Geopath show is hearing Solomon Partners Mark Boidman pontificate on the media landscape. “Price matters,” he said at the 2023 OAAA/Geopath OOH Media Conference, “The reality is out of home media is the best bank for the buck…it is inexpensive.” Here’s the slide Boidman showed […]
Here are four things about Link Media Outdoor (the out of home subsidiary of Boston Omaha) which Billboard Insider learned by reading Boston Omaha’s 2022 10k. Acquisitions, acquisitions, acquisitions Link Media Outdoor has closed 20 out of home acquisitions totaling $240 million since 2015. That’s a lot, but maybe not […]
Two US out of home stocks were up and one US out of home stock was down in the first quarter of 2023. Clear Channel Outdoor rose 14% on news of the Switzerland sale. You’ll notice that Clear Channel Outdoor fluctuated wildly during the 1st quarter. It has extremely high […]
Link Media Outdoor continues to benefit from scale economies associated with acquisitions. Here are the results for Link Media Outdoor as disclosed in the Boston Omaha 2022 10k. Revenues grew 24% to $39.2 million due to the acquisition of Keleher outdoor and Missouri Neon as well as in improvement in […]
By Chris Stark and Craig Berry, Stark Capital Solutions For more than 20 years, Stark Capital has had the unique opportunity to be involved in both the financing and M&A segments of the billboard industry. We frequently talk with operators country-wide about their businesses, which gives us a unique perspective […]
SignValue has prepared the following analysis of Clear Channel Outdoor’s 4Q 2022 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 don’t […]
SignValue has prepared the following analysis of OUTFRONT Media’s 4Q 2022 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 don’t sell […]
SignValue has prepared the following analysis of Lamar Advertising’s 4Q 2022 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 […]
Four things about OUTFRONT media which Billboard Insider learned from reading OUTFRONT’s 2022 annual report and k1. Lots of non-conforming billboards “We estimate that approximately 75% of our billboard structures in the U.S. are “legal nonconforming” billboards, meaning they were legally constructed under laws in effect at the time they […]
Silicon Valley Bank failed over the weekend. Silicon Valley bank was the 16th largest bank in the US. It specialized in banking startup tech companies. In the 90’s Silicon Valley Bank funded media companies including out of home but exited the sector. The failure of Silicon Valley could be a […]
