Moorgate Capital Partners produces an outstanding quarterly report on the the of home advertising industry. Here are some charts from Moorgate’s 2Q 2025 report. Clear Channel’s debt costs about 200-250 basis points more than OUTFRONT or Lamar due to high leverage. Clear Channel Outdoor has the highest leverage with debt/cashflow […]
Tag: lamar
Lamar Revenue up 2.5% in 2Q 2025
“Solid, but not spectacular,” was how Lamar Advertising CEO Sean Reilly described the company’s 2Q 2025 financials. Here are the results of the 2Q 2025 earnings release and conference call, sponsored and analyzed by SignValue. Net revenue increased 2.5% to $579 million. Organic growth was 1.9% for billboards, 11.7% for […]
Layoffs Mean Opportunity
Two events have put out of home employees in play. First, Lamar bought Verde Outdoor and when Lamar buys a company it keeps ad contracts, the leases, a few sales reps and lets the other people go. Second, OUTFRONT is laying off 120 employees 6% of its workforce. The […]
SignValue on the Lamar/Verde Acquisition and Why it Matters to You
Yesterday’s press release of the Lamar Advertising acquisition of Verde Outdoor created a new transaction vehicle for the public REIT’s as they announced the first-ever UPREIT transaction in the billboard industry. Billboard Insider worked with SignValue to better understand how an UPREIT works. Lamar has been interested in using an […]
Public Out of Home Stocks Underperform Market for Second Quarter of 2025
The public out of home companies underperformed the market for the second quarter of 2025 due to worries that tarrifs might slow the economy and generate a reduction in advertising. Here’s a review of public stock performance, analyzed and sponsored by SignValue. During the second quarter of 2025 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 […]
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 […]
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. […]
Out of Home Stocks Fall Faster than Market in 1Q 2025
Out of home stocks underperformed the market in the first quarter of 2024 due to fears of a trump tariff induced recession. Here’s an analysis of the performance of public US out of home stocks, sponsored by SignValue. The S&P 500 fell 4.6% during the first quarter of 2025 (3 […]
SignValue’s Lamar Advertising at a Glance – 2024
SignValue has prepared the following analysis of Lamar Advertising’s full year 2024 financials. If you have questions, contact one of their 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 the […]