Tag: Signvalue

David Sailer on Clear Channel Asset Sales

Clear Channel Outdoor CFO David Sailer provided an update on assets sales at this week’s Deutsche Bank Media, Internet and Telecom Conference.  Here’s a selection of Sailer’s comments, analyzed by SignValue. France was a bad business for Clear Channel Outdoor France, that was a tough business tough business in the […]

Matt Siegel: We want to grow EBIDTA, not just revenues

“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 […]

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 […]

Creating Value with Digital Billboard Conversions

One in five Billboard Insider readers converted a static billboard to digital during the past year and one in four Billboard Insider readers expect to convert a static billboard to digital in the next year.  Here are some tips on how to create value by converting a static billboard to […]

What to do when you get a condemnation letter

Out of home appraiser Paul Wright estimates that there are 200-400 billboard condemnations in the US each year.  If you are in business long enough, your out of home company will receive a letter from a state transportation authority notifying you that they are condemning the land on which your […]

Breaking down the Clear Channel Europe North Sale

Yesterday Clear Channel Outdoor announced a sale of Europe North to Bauer Group for $625 million.  Here’s an analysis of the sale prepared and sponsored by SignValue. Who is Bauer Media? Bauer Media is a German conglomerate which operates more than 600 magazines, 400 digital products and 50 radio and […]

Out of Home Stocks Underperform Market in 4Q 2024

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 […]

Scott Wells on the 2025 Outlook, the MTA and Selling Europe North

Clear Channel Outdoor CEO Scott Wells spoke at last week’s Wells Fargo TMT conference.  Here’s a selection of his comments prepared by SignValue. Outlook for 2025 So far so good…We are…very fortunate that we had a clear election…businesses are pretty positive about the economic outlook…it’s not going to be a […]

CCO Execs on the MTA Contract, Leverage and the M&A Market

Clear Channel Outdoor CFO David Sailer and Treasurer Jason Menzel spoke at last week’s B of A Securities Leveraged finance conference.  Here’s a selection of their comments curated and analyzed by SignValue. The MTA contract – more revenues but lower margin it’s probably a little over a 2% increase or 200 […]

SignValue’s Clear Channel Outdoor at a Glance – 2024 Q3 Overview

SignValue has prepared the following analysis of Clear Channel Outdoor’s 3rd quarter 2024 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 […]