Core Insights - JCDecaux is launching an enhanced version of its 360 Footprint tool internationally, which measures the environmental, economic, and social impact of advertising campaigns, aiming to set a new benchmark for responsible communication [1][2][4] Group 1: Product Launch and Features - The 360 Footprint tool allows advertisers to measure the environmental impact, societal benefits, and identify areas for improvement in their campaigns [2][5] - The tool has been successfully piloted in France, analyzing over 235 campaigns for nearly 50 major advertisers across various sectors from 2021 to 2025 [3][4] - The enhanced version now covers all advertising environments offered by JCDecaux, providing solutions like low-impact inks and certified recycled paper [5] Group 2: Strategic Importance - The rollout of 360 Footprint aligns with JCDecaux's 2030 ESG and Climate Strategies, aiming for significant emissions reductions in line with its Net Zero ambition [6] - The initiative supports JCDecaux's long-standing commitment to improving quality of life through sustainable services, such as advertising-funded street furniture [6] Group 3: Communication and Market Engagement - A communication campaign, developed by Publicis Consultants, will promote the 360 Footprint tool, emphasizing its ability to measure unseen impacts like carbon and water footprints [7][9] - The campaign will utilize transparent street furniture and social media to engage stakeholders and raise awareness about the tool's benefits [7] Group 4: Leadership Statements - Lénaïc Pineau, Chief Sustainability and Quality Officer, highlighted that 360 Footprint not only measures impact but also facilitates informed conversations with clients and local authorities [8] - Jean-François Decaux, Chairman and Co-CEO, stated that the international rollout represents a milestone in JCDecaux's commitment to innovation and positive impact in outdoor advertising [9]

Core Insights - JCDecaux has launched the world's first global programmatic Digital Out-of-Home (pDOOH) media solution, expanding its capabilities beyond airports to include street, transport, and retail environments, facilitating worldwide campaign activations [1][3] - The new pDOOH solution allows advertisers to execute targeted and dynamic campaigns through a single point of contact, leveraging JCDecaux's extensive global network and programmatic expertise [2][3] - This initiative positions JCDecaux as a leader in AdTech within the Out-of-Home industry, enhancing data-driven storytelling and driving growth in programmatic revenue as advertisers increasingly adopt this buying method [3][4] Company Overview - JCDecaux is the number one outdoor advertising company globally, with a daily audience of 850 million people across more than 80 countries and over 1 million advertising panels worldwide [7][10] - The company reported a revenue of €3,935.3 million for 2024 and €1,868.3 million for H1 2025, indicating strong financial performance [7] - JCDecaux operates in 3,894 cities with populations exceeding 10,000 and employs 12,026 people [7] Technological and Operational Highlights - The pDOOH solution is part of JCDecaux's AdTech suite and is exclusively available through the VIOOH Supply-Side Platform, which connects to over 55 integrated Demand-Side Platforms [2][6] - The company boasts a network of over 30,000 premium digital screens, enabling instant and seamless campaign activation in over 35 markets [6] - JCDecaux's commitment to sustainability is reflected in its carbon reduction trajectory approved by the SBTi and its recognition in various sustainability indices [7]

Core Viewpoint - JCDecaux has been recognized for the third consecutive year in CDP's A List, affirming its leadership in environmental transparency and performance in combating climate change [1][2][9] Group Performance and Recognition - Among 20,000 companies assessed by CDP, JCDecaux ranks in the top 4% included in the A List, marking the fifth time the company has achieved this recognition since 2019 [2] - The assessment by CDP is based on a rigorous methodology that evaluates the quality and completeness of disclosed data, governance, and the management of climate-related risks and opportunities [3] Carbon Reduction Commitments - JCDecaux aims to achieve Net Zero Carbon by 2050, with a key milestone of reducing Scope 1 and 2 emissions by at least 73% and Scope 3 emissions by 46% by 2030 compared to 2019 [4][8] - In 2024, JCDecaux reported a 65% reduction in Scope 1 and 2 emissions and a 21% reduction in Scope 3 emissions compared to 2019 [8] Engagement and Collaboration - The company is actively engaging with stakeholders to co-develop responsible media solutions and lower-carbon street furniture, supporting sustainable urban environments [5] - JCDecaux's business model aligns with the European Union Taxonomy, with nearly 50% of its revenue reflecting sustainable practices [6] Key Figures - JCDecaux reported a revenue of €3,935.3 million in 2024 and €1,868.3 million in H1 2025, maintaining its position as the number one outdoor advertising company worldwide [13] - The company operates 1,091,811 advertising panels globally and has a daily audience of 850 million people across more than 80 countries [13]

Group 1 - The company disclosed transactions in its own shares conducted from November 20 to November 21, 2025, to the French Financial Markets Authority on November 24, 2025 [1] - The disclosure document is available to the public on the company's website [1] - For further inquiries, the Head of Investor Relations can be contacted via phone or email [1] Group 2 - JCDecaux reported 2024 revenue of €3,935.3 million and H1 2025 revenue of €1,868.3 million [5] - The company is the number one out-of-home media company worldwide, reaching a daily audience of 850 million people across more than 80 countries [5] - JCDecaux operates 1,091,811 advertising panels globally and is present in 3,894 cities with populations over 10,000 [5] - The company employs 12,026 people and is listed on the Eurolist of Euronext Paris, part of the SBF 120 and CAC Mid 60 indexes [5] - JCDecaux's carbon reduction trajectory has been approved by the SBTi, and it is part of the Euronext Paris CAC® SBT 1.5° index [5] - The company has received high ratings for its extra-financial performance, including CDP (A), MSCI (AAA), and Sustainalytics (11.9), and has achieved Gold Medal status from EcoVadis [5] - JCDecaux is a leader in self-service bike rental schemes and is recognized as a pioneer in eco-friendly mobility [5] - The company holds the number one position in street furniture with 629,737 advertising panels and in transport advertising with 157 airports and 257 contracts in various transport modes [5] - JCDecaux is the leading outdoor advertising company in Europe, Asia-Pacific, Latin America, and Africa, with significant numbers of advertising panels in each region [5]

Core Insights - JCDecaux has successfully completed the roll-out of the world's largest network of self-cleaning public toilets in Paris, marking a significant achievement in urban sanitation [1][3][5] Group 1: Project Overview - The project involved replacing and modernizing public toilet facilities in Paris, initiated in March 2024 after a two-year manufacturing process [2] - A total of 417 toilets were replaced in 18 months, with plans for an additional 18 sites to reach a total of 435 toilets [3] - The installation process was designed to minimize disruption, with work conducted primarily at night and a service continuity rate exceeding 98% [3] Group 2: Usage and Capacity - The new self-cleaning toilets have double the capacity and four times the service availability compared to previous models, leading to a significant increase in usage [4] - Monthly usage across the network reached nearly 2.5 million, with 17.7 million uses recorded in 2024 and 18 million from January to September 2025 [4][7] Group 3: Company Leadership and Expertise - JCDecaux is recognized as the world leader in self-cleaning public toilets, operating over 2,500 units across 28 countries, serving more than 30 million users annually [5] - The company has a strong commitment to urban hygiene, having pioneered the self-cleaning toilet concept in 1980 [8] Group 4: Financial Model and Future Plans - An innovative financing model allows advertising revenue from kiosks to cover installation and maintenance costs, ensuring uninterrupted service at no taxpayer expense [8] - JCDecaux is expanding its presence in the U.S., with plans to install additional self-cleaning toilets in cities like Chicago and New York [11]

Core Insights - JCDecaux has renewed and extended its advertising concession contract for São Paulo Metro, including Lines 1-Blue, 2-Green, 3-Red, and adding Line 15-Silver, extending the contract to February 2036 [1][2][5] Group 1: Contract Details - The initial contract was valid until 2030 and has been extended by six years, now set to expire in February 2036 [2] - The renewal will take effect in February 2026, allowing JCDecaux to manage advertising in 63 metro stations, with potential expansion to 70 stations upon completion of Line 15-Silver [2] Group 2: Digital Transformation - The contract extension is linked to a digitisation and modernisation project for advertising inventories, which is already in progress [3] - Currently, there are over 1,050 advertising faces on the existing lines, with a focus on enhancing digital capabilities [3][5] Group 3: Market Position and Performance - JCDecaux operates in all operational metro lines in São Paulo and has a significant presence in Brazil, where out-of-home (OOH) advertising represents 12% of the advertising market share [4] - The company has over 17,000 advertising faces across various platforms, including streets, transportation, and supermarkets [4] - Brazil is one of the top ten largest advertising markets globally and the largest in Latin America, with JCDecaux's digital assets contributing over 70% of its revenue in the country [5] Group 4: Key Figures - JCDecaux reported a revenue of €3,935.3 million for 2024 and €1,868.3 million for H1 2025 [6] - The company has a daily audience of 850 million people across more than 80 countries and operates 1,091,811 advertising panels worldwide [6] - JCDecaux is recognized for its sustainability efforts and has achieved various accolades for its extra-financial performance [6]

Core Insights - The company reported Q3 2025 revenue of €926.1 million, reflecting a -2.3% decline in reported growth and -0.9% in organic growth, slightly above expectations despite a challenging macroeconomic environment [2][7][6] - Digital Out-of-Home (DOOH) revenue grew significantly, with a +6.1% increase overall and +7.6% organic growth, now accounting for 41.8% of total revenue [2][6] - The company anticipates flat organic revenue growth for Q4 2025, with advertising revenue expected to rise by approximately +1% [4][15] Revenue Breakdown - Q3 2025 revenue by segment: - Street Furniture: €456.9 million, -2.5% reported growth, -1.1% organic growth [9][10] - Transport: €345.5 million, -0.4% reported growth, +1.7% organic growth [12] - Billboard: €123.7 million, -6.8% reported growth, -6.9% organic growth [13] - The overall revenue decline was influenced by a high comparison base from the 2024 Paris Olympic & Paralympic Games and UEFA Euro events [7][8] Geographic Performance - North America showed double-digit growth in Street Furniture and Transport segments, while France experienced a double-digit decline due to the high comparison base [10][12] - The Rest of the World exhibited high single-digit growth in Street Furniture and low single-digit growth in Billboard [10][13] Future Outlook - The company expects Q4 2025 organic revenue growth to be around flat, considering the ongoing macroeconomic challenges and strong comparables from previous periods [4][15] - The anticipated growth in advertising revenue is expected to be modest at around +1% [4][15]

Core Viewpoint - The AWARE project, funded by the EU and led by Telespazio France, has successfully demonstrated a public warning system that utilizes the Galileo satellite navigation constellation to enhance citizen safety through real-time alerts in public spaces [2][5][11]. Group 1: Project Overview - The AWARE project integrates the Galileo Emergency Warning Satellite Service (EWSS) into digital street furniture, allowing for immediate relay of warning messages during emergencies [3][9]. - The system is designed to operate independently of terrestrial telecommunications, ensuring functionality even during network disruptions [4][12]. - The project involves collaboration among eight partners from four countries, including Telespazio France, JCDecaux, and various civil protection authorities [10][11]. Group 2: Demonstration Event - A live demonstration on November 4, 2025, simulated a severe thunderstorm and a hazardous materials accident, showcasing the system's ability to deliver location-based alerts effectively [5][6]. - The event highlighted the responsiveness of the AWARE system and its capability to transform satellite alerts into immediate public warnings [6][7]. - Representatives from the AWARE consortium and civil protection authorities observed the demonstration, confirming the system's operational maturity and reliability [6][8]. Group 3: Technological Integration - The AWARE module is integrated into JCDecaux's digital street furniture, which is designed to blend into urban environments while providing essential local information [3][7]. - The system enhances existing public warning mechanisms by extending alerts beyond smartphones, thereby improving crisis management and citizen protection [7][12]. - The Galileo EWSS enables targeted alert messages to be sent to compatible devices, ensuring coverage during both natural and human-made disasters [12][13]. Group 4: Future Implications - The successful demonstration paves the way for the operational rollout of the EWSS across European countries, contributing to a more resilient and safer environment for citizens [8][11]. - The project aligns with the UN's initiative for universal access to multi-hazard warning systems by 2030, emphasizing the importance of reliable alert systems in both urban and rural areas [13].

Core Points - JCDecaux has been awarded a 10-year exclusive advertising contract for Barcelona's Bus Shelters and City Information Panels, marking its return to the city [1][2] - The contract includes the operation of over 1,400 bus shelters and nearly 500 City Information Panels, with a total of 3,000 analogue advertising panels and 300 new digital screens [2] - The new digital screens will be larger and more energy-efficient, utilizing the latest LED technology [2][4] - The contract aligns with JCDecaux's Climate Strategy, aiming for Net Zero Carbon by 2050, and includes measures to reduce carbon emissions through an eco-friendly vehicle fleet and renewable energy sources [4] - JCDecaux will expand its street furniture presence in Spain, with over 30,000 displays in 25 of the 30 largest cities, targeting a young and mobile audience [5][6] Company Overview - JCDecaux reported a revenue of €3,935.3 million for 2024 and €1,868.3 million for H1 2025 [7] - The company is the number one out-of-home media company globally, with a daily audience of 850 million people across more than 80 countries [7] - JCDecaux operates 1,091,811 advertising panels worldwide and is present in 3,894 cities with populations over 10,000 [7] - The company has received high ratings for its extra-financial performance, including recognition from CDP, MSCI, and EcoVadis [9]

Company Overview - Clear Channel Outdoor Holdings is a major player in the outdoor advertising industry, providing services through billboards, street furniture displays, transit displays, and other out-of-home advertising formats, operating solely within the United States [1][4] - The company has transitioned to a U.S. pureplay, enhancing its focus and potential value from a multiple perspective, making it easier for potential acquirers [8] Activist Involvement - Anson Funds, which holds a 3.65% stake in Clear Channel Outdoor, has initiated a campaign calling for the sale of the company, marking a strategic shift for the fund [2][3][7] - The activist strategy is led by Sagar Gupta, who previously worked with Legion Partners during their campaign for Clear Channel Outdoor, indicating a long-term interest in the company [2][7] Financial Performance and Valuation - Clear Channel Outdoor has faced challenges with its two business lines in the Americas and Europe, with the U.S. operations trading at approximately 13-15 times EBITDA, while European operations traded around 8 times EBITDA [5][6] - Despite recent divestitures and a focus on digital transformation, the company's stock has declined by 26.56% since Legion's activist filing and over 90% from its IPO price [6] Strategic Moves and Market Position - The company has executed several divestitures, including selling its European and Latin American businesses, which has allowed it to focus on the U.S. market and reduce debt [6] - Potential acquirers for Clear Channel Outdoor include JCDecaux and Lamar, both of which have shown interest in the outdoor advertising sector [8][9] Digital Transformation - Clear Channel Outdoor's digital billboard segment has grown to only 5% of its portfolio, despite accounting for over a third of its revenue, highlighting the slow pace of digital transformation due to regulatory approvals [11] - The slow rollout of digital ads poses challenges for the company, particularly in meeting quarterly reporting expectations as a public entity [11]