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 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 […]
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 […]
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 […]
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 […]
On this week’s Bell Board Podcast Trailhead Media CEO John Murrow talks about the pros and cons of having an equity fund as a business partner. Trailhead Media is backed by Viking Global Investors. What’s Viking like as a partner? Having Viking is a partner has been really good for […]
Here’s a breakdown of billboard public stock dividend yields, sponsored and analyzed by SignValue. Lamar Advertising is a public REIT so must distribute 90% of taxable income. Lamar has a current dividend yield of 4.2%. Here’s Lamar Advertising’s dividend yield for the past three years. OUTFRONT Media is a public […]
“Our business is in a terrific place” was how Lamar Advertising CEO Sean Reilly began Lamar Advertising’s 2Q 2026 earnings call. Here are the results of Lamar’s 2Q 2026 earnings release and earnings call, sponsored and analyzed by SignValue. Revenues increased 6.5% to $617 million for the second quarter of […]
OUTFRONT had an outstanding second quarter of 2026. Here are the results of the OUTFRONT 2Q 2026 earnings release, earnings presentation and conference call, sponsored and analyzed by SignValue. Revenue increased by 14% to $523 million. Billboard revenue grew 8%. Transit revenue was up 32%. CEO Nick Brien said that […]
Clear Channel Outdoor’s positive momentum continued into the second quarter of 2026. Here are the results of the company’s 2Q 2026 earnings release and 10Q, sponsored and analyzed by SignValue. The was no earnings call or financial guidance because the company expects to go private in the next couple of […]
