Finance

Sean Reilly Says Lamar is Back in M&A and Easement Markets

Here’s a summary of Sean Reilly’s comments at yesterday’s JP Morgan Investor conference, summarized and analyzed by SignValue. A good mood at last week’s OAAA conference The mood was very constructive…I’m not saying it was all rainbows and butterflies but it wasn’t gloom and doom…the best take away I got […]

Max Drachman’s Post-Conference M&A Update – 2025

Drachman M&A Co. and their CEO, Max Drachman always have a good sense of the deal market for the billboard industry. Insider thought this would be good timing to get his update on the market for the rest of 2025. Max, any takeaways from the IBO and OAAA conferences? The […]

Lamar Revenue up 1.5% in 1Q 25

“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 […]

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 […]

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. […]