“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 […]
Tag: Sean Reilly
Day 3 of OOHMediaCon25 in 6 Quotes
Here’s day 3 of OOH Mediacon25 in 6 quotes, Lamar Advertising CEO Sean Reilly on attorneys and out of home. Attorneys. They know how to buy us. They understand where and why they are buying. They understand. They stay up there all the time. They don’t buy a high […]
Sean Reilly Talks About Vistar, Geopath and the M&A Market
At last week’s Morgan Stanley Tech, Media and Telcom conference Lamar CEO Sean Reilly explained the rationale for the T-Mobile-Vistar deal. Reilly also pointed to Geopath challenges and said Lamar is back in the M&A market. Here’s a selection of Reilly’s comments, analyzed by SignValue. The Vistar sale First of […]
Lamar Revenues up 4.3% in 4Q 2024
Expect lots of new Lamar digitals and more Lamar acquisition in 2025. Here are the results of Lamar’s 4Q 2024 earnings release and conference call, analyzed by SignValue. Net revenue increased 4.3% to $580 in 4Q 2024. National and local revenues were up 3.5% and programmatic was up 30%. The […]
Sean Reilly Talks Digital Billboard Economics
On last Friday’s earnings call Lamar Advertising CEO Sean Reilly broke out the economics of a digital billboard conversion. Here’s a review of Reilly’s comments, sponsored and analyzed by SignValue. When we take down a static unit on average it’s doing about $3000 a month…replace that with digital unit that… […]
Lamar Revenue Up 4% in 3Q 2024
“Trends continue to be encouraging as we near year end,” was how Lamar CEO Sean Reilly lead off the company’s 3Q 2024 earnings call. Here are the results of the Lamar Advertising 3Q 2024 earnings release and conference call, analyzed and sponsored by SignValue. Revenues increased by 4% to $564 […]
Lamar Revenues Up 4.5% in 2Q 2024
Lamar’s CEO Sean Reilly summarized the second quarter as follows: “The trends that we observed in Q1 held in Q2 strong demand from local and regional advertisers more than offset softness in some national customers allowing us to deliver solid consolidated revenue growth.” Here are the results of Lamar’s 2Q […]
Tis the Season to Sell Political
Political advertising season is in full swing. Here’s what Billboard Insider heard about about political advertising in this month’s earnings calls and investor meetings. OAAA President and CEO Anna Bager says out of home is trusted and can help get out the vote (May 23, 2024 Beet.tv interview). We think […]
Sean Reilly: Mainstreet is Healthy
Here are a selection of Lamar CEO Sean Reilly’s comments at yesterday’s 52nd annual JP Morgan 2024 Global Technology, Media and Communications Conference. Mainstreet is healthy. Mainstreet is healthy. That’s the take home message. Last year I was only getting questions about how Lamar does in a recession. All those […]
Lamar Revenue Up 5.7% in First Quarter 2024
“We had a very successful first quarter…that exceeded our internal expectations for both revenue and EBITDA growth thanks to continued strength in local sales and renewed growth on our digital platform,” said CEO Sean Reilly began Lamar Advertising’s first quarter 2024 investor call. Here are the results of Lamar Advertising’s […]