Tag: outfront

Who Makes What at the Public Out of Home Companies

Here’s Billboard Insider’s list of who makes what at the public out of home companies.  We computed the list based on total compensation in each company’s 2022 14A proxy statement. Three observations: Everyone except Reilly and Wells is down All the execs except Sean Reilly and Scott Wells had pay […]

Circle Graphics Produces Huge OUTFRONT Dallas Wall Vinyl

Billboard Insider was impressed by a 12,700 square foot vinyl wall project which Circle Graphics executed on behalf of OUTFRONT Dallas.  We talked with Trend Mullet, VP of Operations at Circle Graphics Ohio factory to learn more about the project. Circle Graphics recently printed a giant Dallas wall vinyl with […]

Jeremy Male: We think there’s less activity this year in terms of tuck-ins

Some of the highlights from OUTFRONT CEO Jeremy Male’s talk at the 51st Annual JP Morgan Global Technology, Media and Communications Conference last week. What’s up and what’s down Travel was certainly right up there as was legal as well as auto. Health was strong also in Q1. When you […]

SignValue’s OUTFRONT at a Glance

SignValue has prepared the following analysis of OUTFRONT’s s 1st Quarter 2023 financials.   If you have questions contact Paul Wright, CEO, SignValue, paul@signvalue.com, 480-657-8400.   To receive a free morning newsletter with each day’s Billboard insider articles email info@billboardinsider.com with the word “Subscribe” in the title.  Our newsletter is free and we […]

Debt Costs Rising at Public Out of Home Companies

Moorgate Capital Partners has analyzed out of home leverage and cost of debt trends thru March 2023.  The weighted average interest rate on public out of home debt has risen by approximately 1.5% over the last year due to Federal Reserve interest rate increases.   Lamar Advertising has the lowest weighted […]

OUTFRONT Revenue Up 6% in 1Q 23 but Cashflow Declines

Here are the results of the OUTFRONT Media first quarter 2023 earnings release, earnings presentation and conference call. Revenue increased by 6% to $396 million.  Billboard revenue increased by 8%.  Transit revenue declined by 1%.  Local revenue grew 10%.  National revenue grew 1%.  The company finished the quarter with a […]

RentHop Runs MTA Campaign

NEW YORK, April 3, 2023 (Newswire.com) – RentHop announces RentHop RentCompare — a new tool that allows renters in New York City to find out if they’re overpaying or underpaying for rent — with a corresponding Metropolitan Transportation Authority (MTA) subway ad campaign. While the average rent in NYC has been widely discussed […]

What the Public US Out of Home CEO’s are Thinking

Here’s a selection of comments by Lamar CEO Sean Reilly, OUTFRONT CEO Jeremy Male and Clear Channel Outdoor CEO Scott Wells at the 2023 OAAA Geopath Show CEO panel. Scott Wells says the first quarter is slow but next year looks OK Things slowed down toward the end of last […]

Two Out of Home Stocks Up, One Down in 1Q 2023

Two US out of home stocks were up and one US out of home stock was down in the first quarter of 2023.  Clear Channel Outdoor rose 14% on news of the Switzerland sale.  You’ll notice that Clear Channel Outdoor fluctuated wildly during the 1st quarter.  It has extremely high […]