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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 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 […]
SignValue has prepared the following analysis of OUTFRONT Media’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 and we […]
A Billboard Insider reader asks “Do you by chance know what OUTFRONT, Lamar and Clear Channel Outdoor’s mix of local and national revenue is?” Here’s the data pulled from each company’s 2023 10k or 3Q 2024 earnings presentation, analyzed and sponsored by SignValue. Lamar’s more rural roadside billboard plant relies […]
