SignValue has prepared this infographic summarizing Lamar Advertising financial performance for 4Q 2025. If you have questions, contact one of SignValue’s experienced analysts for a free and confidential consultation at info@signvalue.com or call 480-657-8400. To receive a free morning newsletter with each day’s Billboard insider articles email info@billboardinsider.com with […]
Moorgate Capital Partners produces an outstanding quarterly report on the out of home advertising industry. Here are some charts from Moorgate’s 4Q 2025 report which caught our eye. In the past year you can see that debt costs have risen slightly at Clear Channel Outdoor and have declined at Outfront […]
Here are four things about Clear Channel Outdoor which Signvalue learned by reading the Clear Channel Outdoor 2025 10k. A smaller company Clear Channel Outdoor is a much smaller company due to the sale of all of its international assets except Spain. The number of out of home displays which […]
Here are 4 things about OUTFRONT that SignValue learned by reading OUTFRONT’s 2025 10k. Fewer boards OUTFRONT’S total displays declined by 1% from 558,569 on 2024 to 552,877 in 2025 due to the loss of the company’s MTA and LA billboard contracts. Fewer People OUTFRONT’S headcount declined by 8% from […]
Here’s a summary of Lamar Advertising CEO Sean Reilly’s comments at this week’s Morgan Stanley 2026 Technology, Media & Telecom Conference, sponsored and analyzed by SignValue. Lamar is finishing a multi-year, Oracle Fusion Cloud ERP project So we had what IT people call technical debt, right, 20-, 30-year-old legacy systems […]
Here are the results of the Clear Channel Outdoor 4Q 2025 earnings release, sponsored and analyzed by SignValue The company did not have an earnings call due to the pending take private transaction with Mubadala partners. Consolidated revenue increased by 8% to 462 million. America revenue was up 6.1% due […]
Here are the results of the OUTFRONT 4Q 2025 earnings release, earnings deck and conference call, sponsored and analyzed by SignValue. Consolidated revenue increased 4.1% to 513 million during Q4 2025. Billboard revenue increased 0.5% to $377 million. The small increase was due to the loss of the low margin […]
Here are four things about Lamar which SignValue discovered after reading Lamar Advertising’s 125 page 2025 10k. Digital Leads the way. Lamar’s digital revenues and logo revenues increased 7% in 2025 although digital revenues made a much larger contribution to Lamar’s total revenue gain. Static billboard revenues grew 1% and […]
“We ended 2025 with encouraging sales momentum,” was how Lamar Advertising CEO Sean Reilly lead off the company’s 4Q 2025 earnings call. Here are the results of Lamar Advertising’s 4th quarter 2025 earnings releaase and earnings call, sponsored and analyzed by SignValue. Net revenues increased by 2.8% to $596 million. […]
Earlier this week Clear Channel Outdoor agreed to sell to Mubadala Capital/TWG for $6.2 billion. A Billboard Insider reader asks: “I’m curious what the next step would be for Clear Channel Outdoor stock holders?” Here’s what we know after reviewing the Form 14A Clear Channel Outdoor filed on the sale. […]
