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. […]
Here are 4 things about OUTFRONT which SignValue learned from comparing OUTFRONT’s 2024 10k with prior years. Fewer billboards, more transit displays The number of OUTFRONT billboard displays declined by 13% in 2024 due to the sale of the Canadian plant and the loss of the New York MTA billboard […]
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 has prepared the following analysis of OUTFRONT Media’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 […]
“We want to grow EBIDTA, not just revenue growth” was how you could summarize OUTFRONT CFO Matt Siegel’s comments at the Morgan Stanley Technology, Media and Telecom Conference this week. Here are Siegel’s comments summarized and sponsored by SignValue. Why OUTFRONT exited the MTA billboard contract This contract was a […]
Jeremy Male is retiring as OUTFRONT CEO after 11 years. What’s the verdict? OUTFRONT CFO Matt Siegel said this on the OUTFRONT 4Q 2024 earnings call: “…As CEO Jeremy navigated the company through its separation from CBS with its initial public offering, the subsequent conversion to a REIT corporate […]
Of the publicly traded OOH companies, both Lamar Advertising and OUTFRONT Media are REIT’s (Real Estate Investment Trusts). Along with their recent release of earnings, both declared a quarterly dividend with payments coming at the end of March. Curious about their dividend history? Here is a 10 year charting for […]
OUTFRONT’s performance improved during the fourth quarter of 2024 as transit and national revenues continued to rebound. Here are are the results of the OUTFRONT 4Q 2024 earnings release, 4Q 2024 earnings presentation and conference call, sponsored and analyzed by SignValue. Organic revenue increased 3.9% to $493 million in 4Q […]
The US out of home stocks underperformed the market during the fourth quarter of 2024. Here’s an analysis if the performance of the public US out of home companies, prepared and analyzed by SignValue. During the fourth quarter The S&P 500 grew 3%. OUTFRONT (purple) declined 4%. It did the […]
Here are four out of home stories Billboard Insider is watching in 2025. A return of the M&A market. Out of home acquisitions down in 2023 and 2024. Take a look at this chart prepared by Moorgate Partners which shows the acquisitions of Lamar, OUTFRONT and Clear Channel Outdoor. […]
