Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36367 OUTFRONT Media Inc. (Exact name of registrant as specified in its charter) (State or other jurisdiction of i ...

Key Takeaways OUTFRONT Media beat Q4 AFFO estimates, driven by strong Transit growth and margin expansion.OUT saw Transit revenue surge 15.7%, lifting total revenues 4.1% year over year.OUT expects comfortably double-digit AFFO growth in 2026, backed by digital gains and efficiencies.OUTFRONT Media Inc. (OUT) reported fourth-quarter 2025 adjusted funds from operations (AFFO) per share of 73 cents, surpassing the Zacks Consensus Estimate of 71 cents. This compares favorably with the FFO per share of 69 cents ...

Financial Data and Key Metrics Changes - Consolidated revenues increased by 4.1%, up from 3.5% in Q3, driven by 16% growth in transit and 1% growth in billboard [10] - Consolidated OIBDA rose by 12% to $174 million, while AFFO increased by 8% to $130 million [10][22] - Billboard revenues grew by 0.5%, but would have increased by 3.7% excluding two exited contracts [11] - Transit revenues surged by 16%, with New York MTA revenues up over 20% [12][13] Business Line Data and Key Metrics Changes - Billboard revenues were impacted by the exit of two large contracts, with static billboard revenues up 1.1% and digital billboard revenues down 0.6% [12] - Digital transit revenues increased by 37% to $73 million, while static transit revenues decreased slightly [12] - Combined digital revenue performance grew about 11%, representing 39% of total revenues [13] Market Data and Key Metrics Changes - Strong demand was noted in financial, legal, and tech sectors, while government, political, retail, and auto sectors were weaker [13] - The enterprise segment grew by 1%, with mid-teens growth in transit offset by a decline in billboard revenues [14] Company Strategy and Development Direction - The company is focused on optimizing sales strategy, modernizing workflows, and generating new demand, particularly in transit [6][9] - Investments in technology include partnerships with AWS and AdQuick to enhance advertising planning and buying processes [9][28] - The company aims to redefine the value of out-of-home advertising and increase its share of U.S. ad spend [27] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in continued revenue growth into 2026, with expectations of high single-digit growth in Q1 [25] - The company anticipates a strong performance from the New York MTA, with potential for revenues to exceed the minimum annual guarantee [67] - Management highlighted the importance of upcoming events like the World Cup as a significant revenue driver [46][67] Other Important Information - The company expects to spend approximately $90 million on CapEx in 2026, primarily for digital development [20] - The board of directors maintained a cash dividend of $0.30 payable on March 31 [23] Q&A Session Summary Question: Is there a structural shift in how large advertisers engage? - Management confirmed that partnerships with AWS and AdQuick are designed to unlock new revenue streams for both enterprise and commercial segments [33][34] Question: What is the visibility on transit for the rest of the year? - Management indicated that while transit books later than billboard, they feel optimistic about the year, particularly with MTA performance [38] Question: How is national advertising trending? - Management noted strong support from enterprise brands and highlighted significant campaigns from various sectors, including entertainment and finance [45][46] Question: What revenue is expected from the New York MTA in 2026? - Management expects MTA revenues to step up by about 3% to approximately $161 million, with potential for strong double-digit growth [69][77]

Outfront Media (NYSE:OUT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Company ParticipantsCameron McVeigh - VP of Equity ResearchDaniel Osley - VP of Equity ResearchMatthew Siegel - CFONick Brien - CEOStephan Bisson - SVP of Investor RelationsConference Call ParticipantsAlexey Philippov - AnalystJonathan Navarrete - Research Associate and AnalystMicaiah Hascher - Category Strategy Senior AnalystPatrick Shute - Research AnalystMicaiah HascherGood afternoon. Thank you for attending today's OUTFRONT Me ...

Outfront Media (NYSE:OUT) Q4 2025 Earnings call February 25, 2026 04:30 PM ET Speaker6Good afternoon. Thank you for attending today's OUTFRONT Media fourth quarter 2025 earnings call.Speaker9Hey, Wendy, can you roll that?Speaker6My name is Micaiah, and I will be the moderator during today's call. All lines will be muted during the presentation portion of the call with an opportunity for your questions and answers at the end. At this time, I'd like to pass the call over to our host, Stephan Bisson, with OUTF ...

Cautionary Statement Regarding Forward-Looking Statements We have made statements in this document that are forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. You can identify forward-looking statements by the use of forward-looking terminology such as "believes," "expects," "could," "would," "may," "might," "will," "should," "seeks," "likely," "intends," "plans," "projects," "predicts," "estimates," "forecast" or "an ...

Exhibit 99.1 Adjusted OIBDA of $173.8 million AFFO attributable to OUTFRONT Media Inc. of $129.5 million Quarterly dividend of $0.30 per share, payable March 31, 2026 OUTFRONT Media Reports Fourth Quarter And Full Year 2025 Results Fourth Quarter Revenues of $513.3 million Operating income of $133.5 million Net income attributable to OUTFRONT Media Inc. of $96.8 million, $0.55 earnings per diluted share NEW YORK, February 25, 2026 – OUTFRONT Media Inc. (NYSE: OUT) today reported results for the quarter and ...

OUTFRONT Media Reports Fourth Quarter And Full Year 2025 Results [Accessibility Statement] Skip NavigationFourth Quarter Revenues of $513.3 millionOperating income of $133.5 millionNet income attributable to OUTFRONT Media Inc. of $96.8 million, $0.55 earnings per diluted shareAdjusted OIBDA of $173.8 millionAFFO attributable to OUTFRONT Media Inc. of $129.5 millionQuarterly dividend of $0.30 per share, payable March 31, 2026NEW YORK, Feb. 25, 2026 /PRNewswire/ -- OUTFRONT Media Inc. (NYSE: OUT) today repor ...

content-based restrictions on outdoor advertising; seasonal variations; acquisitions and other strategic transactions that we may pursue could have a negative effect on our results of operations; dependence on our management team and other key employees; experiencing a cybersecurity incident; changes in regulations and consumer concerns regarding privacy, information security and data, or any failure or perceived failure to comply with these regulations or our internal policies; our substantial indebtedness ...

As Exclusive Out-of-Home Advertising Partner, OUTFRONT Unlocks Formula E IP Rights & Launches New Campaign for the 2026 Miami E-Prix NEW YORK, Feb. 3, 2026 /PRNewswire/ -- OUTFRONT Media, one of the leading out-of-home (OOH) companies in the U.S. and a leader in in-real-life (IRL) media, has been named the Official OOH Advertising Partner of the 2026 ABB FIA Formula E Miami E-Prix, as well as the Associate Partner of Change. Accelerated. Live: Miami. Continue Reading OUTFRONT and Formula E activated a city- ...