SAN ANTONIO, Jan. 26, 2026 /PRNewswire/ -- Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) ("Clear Channel" or "the Company"), a leader in U.S. out-of-home (OOH) advertising, will release 2025 fourth quarter results before the market opens on Thursday, February 26, 2026, by 7:00 a.m. and will host a conference call to discuss the results at 8:30 a.m. Eastern Time. A live audio webcast of the conference call will be available on the "Events & Presentations" section of the Company's website (investor.clearc ...

Key Takeaways OUT benefits from a geographically and industry-diversified OOH ad portfolio that helps stabilize revenues.OUT acquired $10.4M of assets in the first nine months of 2025 and $19.5M in 2024 to expand its footprint.OUT is accelerating digital billboard displays, supported by technology and favorable OOH trends.OUTFRONT Media’s (OUT) diversified portfolio, both geographical and industry-wise, strategic buyouts and digital billboard conversions augur well for long-term growth. Additionally, the co ...

Core Insights - OUTFRONT Media (OUT) shares have increased nearly 9% over the past month, outperforming the industry's flat growth [1] Company Overview - OUTFRONT Media is a New York-based real estate investment trust (REIT) with a diversified portfolio of advertising sites across key U.S. markets, which supports long-term growth [2] - The company is transitioning from traditional static billboard advertising to digital displays, enhancing its digital revenue growth [2][7] Financial Performance - Analysts have a positive outlook on OUTFRONT Media, with a Zacks Rank of 3 (Hold) and a revised Zacks Consensus Estimate for its 2025 FFO per share increased by 2.1% to $1.94 [3] Market Position - The company's geographically diversified advertising sites allow clients to reach a national audience while tailoring campaigns to specific regions, resulting in less volatile revenues [5] - The out-of-home (OOH) advertising sector is growing rapidly, with OUTFRONT Media's partnership with Amazon Web Services (AWS) aimed at modernizing OOH planning through AI-enabled workflows [6][8] Strategic Initiatives - OUTFRONT Media's total digital billboard displays reached 1,906 by the end of Q3 2025, indicating growth in new advertising relationships and revenues [7][8] - The company has made strategic acquisitions totaling approximately $10.4 million in the first nine months of 2025 to enhance its portfolio quality [9] Industry Dynamics - The OOH advertising industry has high barriers to entry due to permitting restrictions, which helps maintain advertising rates and supports long-term growth for OUTFRONT Media [10]

Core Insights - Outfront Media Inc. is a real estate investment trust and a significant player in the out-of-home advertising sector, operating a large portfolio of billboards and transit displays across the U.S. and Canada [1] Financial Performance - The company reported Q3 2025 earnings with an EPS of $0.29, surpassing the consensus estimate of $0.25, and revenues of $467.50 million, exceeding the consensus of $458.32 million [4] - For Q4 2025, analysts expect the company to post an EPS of $2.13, an increase from $1.94 in the prior-year period, with quarterly revenue projected at $91.38 billion, up from $82.91 billion a year earlier [2] Stock and Dividend Information - Outfront Media's stock price has fluctuated between $12.95 and $23.47 over the past 52 weeks [3] - The company offers a dividend yield of 5.14%, having paid $1.20 per share in dividends over the last 12 months [3] - To generate an income of $100 per month from dividends, an investment of approximately $23,346 is required, based on the current dividend yield [6]

Core Points - OUTFRONT Media Inc. has launched a Local Business Sweepstakes offering a total of $100,000 in media credits to support local businesses during the holiday season [1] - New local businesses in select cities can receive $500 in media credit for qualifying campaigns and have a chance to win one of 10 grand prizes of $10,000 in media credits [1] - The initiative aims to strengthen relationships within local markets and support business growth [1] Company Overview - OUTFRONT Media Inc. is one of the largest out-of-home media companies in the U.S., focusing on connecting brands with audiences in impactful environments [1] - The company is evolving its marketing approach to emphasize in-real-life (IRL) marketing, utilizing public spaces for creative and culturally relevant advertising [1] - OUTFRONT operates a nationwide network of billboards, digital displays, and transit systems, supported by its in-house agency, OUTFRONT STUDIOS, and innovation team, XLabs [1]

Clear Channel Outdoor Conference Summary Company Overview - **Company**: Clear Channel Outdoor (NYSE: CCO) - **Date of Conference**: December 02, 2025 Key Industry Insights Advertising Trends - **Confidence in Ad Sales**: 90% of ad sales were booked for Q4 2025, indicating strong momentum heading into 2026 [3][4] - **Upfront Advertising**: Positive conversations with large national advertisers for placements starting from September through February [3][4] - **Premium Assets**: Rate increases on premium assets are driving a larger share of revenue, particularly in the America segment [4][6] Major Events Impacting Sales - **FIFA 2026**: Anticipated to be a significant driver for ad sales, with key locations aligning with Clear Channel's assets [4][5] - **Other Events**: Conferences like Dreamforce and the Super Bowl are expected to contribute positively to sales [5] Category Performance - **Strong Verticals**: Banking, financial services, and technology (especially AI) are expected to continue strong performance into 2026 [10][11] - **Pharma Growth**: The pharma vertical has expanded significantly, with nearly a dozen clients expected to contribute to growth [11] - **Auto Insurance Recovery**: Auto insurance advertising is rebounding post-COVID, with expectations for continued strength [12] - **Travel Advertising**: Strong performance in airports, with plans to enhance city-specific campaigns [13] Digital Advertising - **Digital Revenue Growth**: Digital assets represent 35%-36% of revenue in the America segment, with potential for growth in markets below 30% [19][20] - **Programmatic Advertising**: Growing rapidly, providing advertisers with quicker access to inventory, though still a smaller channel overall [26][27] Financial Performance and Projections Revenue and EBITDA Growth - **Growth Targets**: Projected revenue CAGR of 4%-5% and EBITDA growth of 6%-8% through 2028 [22][35] - **Leverage Reduction**: Targeting a reduction in leverage from 10 times to 7-8 times by 2028 [22][35] Risks and Mitigation - **Macro Risks**: Economic downturns could impact ad sales; however, a significant portion of business is from long-term contracts, providing stability [35][36] - **Operational Resilience**: The company is better positioned to weather downturns compared to previous years due to a simplified business model [38] Capital Structure and Future Plans Addressing Maturities - **Unsecured Maturities**: Focus on addressing 2028 and 2029 maturities through asset sales and free cash flow generation [40][41] - **Secured Capacity**: Current secured capacity is around $500-600 million, with no immediate need for additional secured financing [43] REIT Conversion Considerations - **Long-term Potential**: REIT conversion is a future consideration, contingent on achieving a leverage ratio of around 5 times [45][46] M&A Strategy - **Industry Consolidation**: Clear Channel is open to smaller acquisitions and joint ventures but is cautious about large-scale acquisitions due to current leverage [50][51] Conclusion - Clear Channel Outdoor is positioned for growth in 2026, driven by strong advertising trends, major events, and a focus on digital expansion. The company aims to improve its financial metrics while navigating potential macroeconomic risks and exploring strategic opportunities in M&A and capital structure adjustments.

Group 1 - OUTFRONT Media Inc. will have its Chief Financial Officer, Matthew Siegel, present at the Bank of America Leveraged Finance 2025 Conference on December 2, 2025 [1] - The presentation will be available via a live and replay audio webcast on the company's investor relations website [1] - OUTFRONT Media is recognized as one of the largest out-of-home media companies in the U.S., focusing on connecting brands with audiences in significant environments [2] Group 2 - The company is evolving its marketing approach to define a new era of in-real-life (IRL) marketing, utilizing public spaces for creativity and cultural relevance [2] - OUTFRONT Media operates a nationwide network that includes billboards, digital displays, and transit systems, transforming creative ideas into impactful real-world experiences [2] - The in-house agency, OUTFRONT STUDIOS, and the innovation team, XLabs, are instrumental in delivering storytelling supported by advanced technology and data tools [2]

Core Insights - OUTFRONT Media Inc. is expanding its experiential marketing division, focusing on live sports and cultural events to enhance client engagement [1][2][3] Group 1: Strategic Developments - Patrick Cresson has been promoted to vice president of asset development & events, while Chris Mallen has been elevated to senior director of sports marketing & partnerships, reflecting the company's commitment to in-real-life (IRL) media [1][2] - The company has formed an exclusive partnership with Wasserman Live to enhance branding, signage, and experiential operations for major events, including the Super Bowl [4][5] Group 2: Upcoming Events and Opportunities - Major sporting events in 2025-26 include Super Bowl LX on February 6, 2026, and the World Cup starting June 11, 2026, providing significant opportunities for brand engagement [3][5] - Other notable events include Formula 1 races in Las Vegas and Miami, NBA All-Star Weekend, and the Houston Livestock Show and Rodeo, among others [5] Group 3: Marketing Strategies - OUTFRONT aims to create immersive brand experiences during these events, collaborating with host cities and sponsors to activate contextual campaigns that resonate with local audiences [7][8] - The company has successfully executed campaigns during events like the U.S. Open and New York City Marathon, showcasing its ability to engage consumers through innovative marketing strategies [8][9] Group 4: Leadership and Expertise - Cresson brings over 20 years of experience in sales initiatives and has significantly contributed to market growth since joining OUTFRONT in 2018 [9] - Mallen, with a strong background in sports brand marketing, leverages his dual-industry experience to develop impactful marketing solutions for various stakeholders [10]

Outfront Media FY Conference Summary Company Overview - **Company**: Outfront Media (NYSE: OUT) - **Date of Conference**: November 18, 2025 Key Industry Insights - **Out-of-Home Advertising**: Historically viewed as a scale awareness builder, but agencies find it complex to buy due to lack of organization and measurement [4][5] - **Shift to Action Economy**: Transition from Web3 to Web4, focusing on engagement and trust, positioning out-of-home as a real and authentic medium [6][7] - **Market Positioning**: Outfront Media is positioned as a premium brand in key DMAs, focusing on both enterprise and local SMBs [8][9] Financial Performance and Trends - **Enterprise Spending**: Notable resurgence in enterprise advertisers, with increased spending from existing clients and new entrants returning to the medium [10][11] - **2026 Outlook**: Mixed sentiment with cautious optimism; tailwinds from events like the FIFA World Cup and midterm elections, but headwinds from inflation and interest rates [12][13] Strategic Initiatives - **Partnership with AWS**: Aimed at improving measurement and integration with holding companies; expected to contribute more significantly to growth in 2027 [15][17] - **Programmatic Growth**: Programmatic channel growth is increasing, with efforts to integrate more directly with major DSPs [21][23] - **Local Market Focus**: Emphasis on mid-market opportunities and regional banks, with a proactive approach to local advertising [26][28] Transit Advertising - **Changes in Transit Sales**: New leadership and a dedicated transit velocity team have improved the approach to transit sales, focusing on real-life experiences [29][31] - **New York MTA Performance**: Significant growth of 37% in transit assets, with expectations for continued large campaigns [33][35] Measurement and Technology - **Measurement Improvements**: Acknowledgment of historical measurement lag in out-of-home; partnership with AWS aims to address this [15][16] - **Data Integration**: Focus on integrating data and inventory into centralized planning systems to enhance operational efficiency [18][20] Future Growth Opportunities - **Retail Media Integration**: Exploring partnerships with retail media networks to enhance advertising effectiveness [47][48] - **Capital Allocation**: Focus on digitization and operational excellence rather than M&A; potential for significant investment in major cities [54][55] Conclusion - Outfront Media is strategically positioned to leverage the growing interest in out-of-home advertising, with a focus on enhancing measurement, integrating technology, and expanding into new markets while maintaining a premium brand image. The company is optimistic about future growth driven by both enterprise and local advertising opportunities.

Summary of Lamar Advertising Company FY Conference Call Industry Overview - The out-of-home advertising industry has maintained a stable market share of approximately 2-3% of the total US ad market, with expectations for growth driven by the decline of traditional media such as newspapers and radio [3][4] - Lamar Advertising's revenue composition is 80% local and 20% national, indicating a focus on local advertising dynamics [3] Key Insights and Arguments - The shift from traditional media to out-of-home advertising is expected to provide a tailwind for Lamar over the next 3 to 10 years, particularly as local advertisers transition from declining mediums [3][4] - National advertising is showing a positive trend, with a more optimistic outlook for 2026 compared to 2025, driven by a recovery in sectors like auto insurance [5][6] - The introduction of third-party data providers, such as CrossX, has facilitated significant national advertising buys, particularly in the pharmaceutical sector [6][11] - The company is beta testing an automated buying platform for local customers, aiming to enhance self-service capabilities [10] Financial Performance and Projections - Lamar's pacings for 2026 are reportedly stronger than the previous year, indicating a positive outlook for local advertising [21] - Political advertising is expected to contribute positively, with projections of $25 million in political ad revenue for 2026, compared to $30 million in 2024 [22][28] - The company anticipates a GDP-plus growth in top-line revenue, with expense growth expected to remain around 2.5% [29][31] - The completion of an ERP conversion is expected to normalize operating expenses and improve efficiency [33] Capital Allocation and M&A Strategy - Lamar has over $1 billion available for acquisitions and is actively seeking opportunities in both digital conversions and M&A [35][36] - The company is focused on smaller tuck-in acquisitions, which are expected to yield predictable synergies and enhance top-line growth [38][39] - There is a willingness to increase leverage for a significant acquisition, provided there is a clear path to reduce it afterward [41] Market Trends and Strategic Focus - The company aims to expand its inventory in desirable zip codes within larger DMAs, leveraging programmatic advertising capabilities [42] - Lamar is committed to maintaining a disciplined approach to acquisitions, particularly in competitive markets [43] Additional Considerations - The integration of AI tools is being explored to enhance productivity and client engagement [34] - The company is optimistic about the evolving landscape of advertising measurement, particularly with the involvement of third-party vendors [14][15][17] This summary encapsulates the key points discussed during the conference call, highlighting the strategic direction, financial outlook, and market dynamics affecting Lamar Advertising Company.