Here’s analysis of the governance of the public out of home advertising companies, sponsored and analyzed by SignValue. Institutional Shareholder Services (“ISS”) grades public companies on their governance and internal structures. It assigns a 1-10 ranking (1 good, 10 bad) to the following areas. Audit – Financial auditor independence, accounting […]
Do billboard permit rights run with the land or with an individual? Permit rights run with the land is the lesson or Lamar Co v City of Fremont. Here are the facts. Several billboard structures were constructed in Fremont, Nebraska by Bellows Outdoor in 1991 and 1999 on land owned […]
Here’s are some excerpts from what the public company out of home CEO’s said at last week’s OOH Mediacon 2026, sponsored and analyzed by SignValue. OUTFRONT CEO Nick Brien on the need to sell outcomes and solutions I personally get rather frustrated when… we sell billboards on locations and audiences […]
Here’s breakdown of who’s who on the public out of home company boards, sponsored and analyzed by SignValue. Some comments: We’ve only listed outside directors and have excluded company employees who also serve on boards. Salaries are higher for board members who head up key board committees like compensation and […]
Here’s a breakdown of who makes what at the public out of home companies for 2025, sponsored and analyzed by SignValue. We have listed the total compensation of each executive together with the total stock performance, enterprise value and revenues at each company. Some comments. Lamar Advertising’s Sean Reilly […]
On last week’s Bell Board podcast Billboard Insider’s Dave Westburg made three predictions for the US out of home industry. Clear Channel goes public as a REIT within 5 years Let me make a prediction: Clear Channel Outdoor is going private in the Mubadala Capital transaction, and I predict it […]
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’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 […]
BATON ROUGE, La., Feb. 02, 2026 (GLOBE NEWSWIRE) — Lamar Advertising Company (Nasdaq: LAMR) (“Lamar” or the “Company”), a leading owner and operator of outdoor advertising assets, announced today that it had acquired the assets of Cleveland Outdoor Advertising for cash. The transaction adds 31 high-profile bulletin faces and […]
The US public out of home companies outperformed the market during the fourth quarter of 2025. Here’s an analysis of US Public out of home advertising stock performance, sponsored and analyzed by SignValue. Clear Channel Outdoor was up 40% due to strong performance by the company’s airport unit and news […]
