Key Takeaways OUTFRONT partners with AWS to modernize OOH advertising with AI-driven planning and measurement.The effort connects OOH with digital, mobile and connected TV through programmatic integration.Collaboration with MadConnect aims to standardize OOH inventory, boosting efficiency and transparency.OUTFRONT Media Inc. (OUT) recently announced a strategic partnership with Amazon Web Services (AWS) to upgrade how out-of-home (OOH) advertising is planned and bought. The goal is to make the entire proces ...

Core Insights - OUTFRONT Media Inc. has announced a strategic partnership with Amazon Web Services (AWS) to modernize out-of-home (OOH) media planning and buying through AI-enabled workflows [1][2] - This initiative aims to digitize and automate the OOH industry, enhancing the efficiency and effectiveness of media transactions for agencies and brands [2][4] Group 1: Partnership and Technology - The collaboration will enable end-to-end planning, purchasing, and measurement of OOH inventory using natural language via intelligent agents [2][3] - OUTFRONT's Chief Technology Officer emphasized that this partnership represents a structural leap for the OOH industry, allowing real-time access to inventory and campaign performance measurement [3][4] - The integration of AWS's cloud infrastructure and AI services with MadConnect's workflows aims to standardize OOH inventory for programmatic platforms, transforming the channel into a digitized marketplace [3][4] Group 2: Benefits and Capabilities - The partnership is expected to deliver new efficiencies, including querying real-time inventory, accessing availability across formats, placing media buys via AI agents, and automating reporting and performance analysis [6][7] - Agencies will benefit from a connected workflow that allows for comprehensive planning, purchasing, and measurement of campaigns [4][5] Group 3: Industry Impact - The collaboration is seen as a pivotal moment for the OOH industry, moving it from the periphery of media planning into the core of the digital ecosystem [4] - The initiative is positioned to drive greater efficiency, transparency, and long-term growth within the OOH sector [3][4]

Core Insights - OUTFRONT Media Inc. has announced a strategic partnership with Amazon Web Services (AWS) to modernize out-of-home (OOH) media planning and buying through AI-enabled workflows [1][2][3] Group 1: Partnership and Technology - The collaboration aims to enable end-to-end planning, purchasing, and measurement of both static and digital OOH inventory using natural language via intelligent agents [2][3] - This initiative is expected to position OUTFRONT at the forefront of OOH's digital transformation, enhancing how agencies and brands access, transact, and measure media [2][3] - The partnership combines OUTFRONT's scale, AWS's cloud and AI services, and MadConnect's expertise to create a digitized, cloud-enabled marketplace for OOH advertising [3][4] Group 2: Benefits and Features - Agencies will gain the ability to access OOH inventory in real-time, execute buys through AI-native workflows, and measure campaign performance within a unified omnichannel stack [3][4] - Key features include querying real-time inventory using natural language, accessing inventory availability across formats, placing OOH media buys via AI agents, and automating reporting and performance analysis [6][7] - The initiative aims to standardize OOH inventory for programmatic platforms, driving greater efficiency, transparency, and long-term growth in the industry [3][4] Group 3: Industry Impact - The CEO of MadConnect stated that this moment will mark the transition of OOH from the periphery of media planning to the core of the digital ecosystem [4] - The long-term vision is for agencies and brands to manage all aspects of their campaigns through a connected workflow, enhancing the overall media planning and buying process [4][5]

Core Insights - Clear Channel Outdoor (CCO) has launched CCO Inflight Insights, a measurement solution that allows brands to evaluate the impact of their Out-of-Home (OOH) advertising campaigns on store visits while the campaigns are still active, providing real-time insights into audience behavior [1][2][3] Group 1: Product Features - CCO Inflight Insights provides timely insights that enable marketers to optimize their OOH campaigns and media performance, offering data comparable to digital media measurement [2][5] - The solution has been tested with over 100 campaigns in the past two years, allowing clients to receive insights as frequently as weekly to track foot traffic and other business outcomes [3][4] - The reporting includes aggregated data on audience visitation behaviors, timing of visits, and recommendations for campaign optimization [5][11] Group 2: Market Positioning - CCO is the first OOH media owner to offer in-flight performance reporting, allowing brands to make data-driven adjustments to enhance media performance [6][7] - The introduction of Inflight Insights is seen as a game changer for local advertisers and small businesses, providing them with valuable insights to improve their ad campaigns [4][6] - The solution is part of CCO's broader strategy to compete for advertising budgets traditionally allocated to digital media and performance marketing [4][7] Group 3: Consultative Approach - CCO emphasizes a consultative approach, with sales executives meeting regularly with clients to discuss insights and potential actions, including a post-campaign report summarizing recommendations for future campaigns [11]

Core Points - LZ Technology Holdings Limited has announced an extension of lock-up restrictions for its principal shareholders until August 31, 2026, following the initial public offering in February 2025 [1][2] - The principal shareholders include LZ Digital Technology Holdings Co., Ltd, BJ Tojoy Shared Enterprise Consulting Ltd, Vanshion Investment Group Limited, Youder Investment Group Limited, and Kim Full Investment Company Limited, collectively holding approximately 100% of Class A shares and 96.19% of Class B shares [2] - The lock-up extension indicates continued confidence from the company's founder and core investors as LZMH pursues growth and strategic initiatives [3] Company Overview - LZ Technology Holdings Limited operates in the information technology and advertising sectors in China, focusing on three key verticals: Smart Community, Out-of-Home Advertising, and Local Life [4] - The Smart Community services include intelligent access control and safety management systems installed in thousands of residential communities across China [4] - The Out-of-Home Advertising division provides multi-channel advertising solutions through a network of monitors in approximately 120 cities, utilizing various platforms for ad placements [4] - The Local Life vertical connects businesses with consumers through online promotions, social media marketing, and retail sales [4]

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Financial Data and Key Metrics Changes - Organic revenues were essentially flat, in line with previous guidance, while OIBDA was $124 million and AFFO was $85 million [12][19] - Billboard revenues decreased by 2.5%, primarily due to the exit of two large marginally profitable contracts in New York and LA [13][14] - Transit revenues grew by 5.6%, driven by a 17% increase in digital revenues [14][16] - Digital revenues represented over 34% of total organic revenues, with programmatic and digital direct automated sales up nearly 20% [16][18] Business Line Data and Key Metrics Changes - Billboard revenues were impacted by the exit of contracts, with traffic and other billboard revenues down 1.6% and digital billboard revenues down 4.5% [13][14] - Transit revenue growth was supported by mid-single-digit growth in the New York MTA, despite a strong performance in 2024 [14][18] - Commercial revenues increased by 1.4% year-on-year, while enterprise revenues declined by 4% [17] Market Data and Key Metrics Changes - The strongest revenue categories were legal, financial, service providers, and insurance, while weaker categories included entertainment, health and medical, restaurants, and alcohol [14] - The company noted a significant opportunity in engaging digital media buyers who have not yet embraced digital out-of-home advertising [16] Company Strategy and Development Direction - The company has undergone a significant internal reorganization to enhance revenue growth and redefine sales categories [6][9] - A redesigned brand solutions group has been established to drive demand from enterprise marketers across major industry verticals [7][12] - The focus is on operational excellence, reducing administrative burdens, and optimizing sales strategies [29][30] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, expecting revenue growth to accelerate in Q3, driven by transit growth and a low single-digit decline in billboard revenues [30][31] - The company is determined to address industry challenges such as complexity, measurement, and attribution to enhance its role in the marketing mix [32] Other Important Information - A restructuring charge of $19.8 million was incurred due to workforce reductions, with expected annualized expense savings of $18 million to $20 million [19][20] - The company maintained a $0.30 cash dividend payable on September 30 [28] Q&A Session Summary Question: Are you through the heaviest period of changes to the business? - Management indicated that while significant restructuring has occurred, ongoing efforts to modernize workflows and improve demand generation are still in progress [36][37] Question: Can you help unpack the weakness in the entertainment vertical? - Management noted that the absence of key studios supporting their slate contributed to the weaker performance, but they are optimistic about future growth in this sector [41] Question: What are the drivers behind the acceleration in transit? - Key performance improvements in New York, management focus, and incentives were highlighted as factors driving transit growth [44] Question: What is the anticipated impact from the MTA and LA contract exit? - The exit of these contracts is expected to be a headwind in Q3, but the company anticipates recovery in subsequent quarters [45] Question: Is the decline in static transit revenue structural? - Management acknowledged that the decline in static transit revenue is likely structural, as there is a growing preference for digital formats [49][50] Question: What is the potential for margin expansion in the back half of the year? - Management expects significant cost savings from restructuring, with potential margin improvements anticipated in 2025 [53][58] Question: Are there any cost levers left to pull if revenue remains soft? - Management confirmed that there are always cost levers available, but they are currently focused on the impact of recent changes [55][56] Question: Can you discuss regional variations in revenue growth expectations? - Management indicated that while there are no significant regional variations, California and New York remain the strongest markets [65][66]

Financial Data and Key Metrics Changes - Organic revenues were essentially flat, aligning with previous guidance, while OIBDA was $124 million and AFFO was $85 million [11][24][22] - A restructuring charge of $19.8 million was incurred due to the reduction of approximately 120 employees, with expected annualized expense savings of $18 million to $20 million [17][18] Business Line Data and Key Metrics Changes - Billboard revenues decreased by 2.5%, primarily due to the exit of two large marginally profitable contracts in New York and LA [12][16] - Transit revenues grew by 5.6%, driven by a 17% increase in digital revenues, despite a 2.9% decline in organic revenues [13][14] - Digital billboard revenues decreased by 4.5%, while overall digital revenue grew by 1.5%, representing over 34% of total organic revenues [14][15] Market Data and Key Metrics Changes - The strongest revenue categories were legal, financial, service providers, and insurance, while weaker categories included entertainment, health and medical, restaurants, and alcohol [13] - The New York MTA saw mid-single-digit growth despite a strong 20% growth in 2024 [13] Company Strategy and Development Direction - The company has undergone a significant internal reorganization, rebranding sales teams and centralizing operational functions to enhance efficiency and focus on client relationships [5][6][7] - A redesigned brand solutions group aims to drive demand from enterprise marketers across major industry verticals [6][10] - The company is focusing on digital out-of-home advertising as a growing opportunity, particularly targeting digital media buyers who have not yet engaged with this ecosystem [14][15] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, expecting revenue growth to accelerate in the third quarter, driven by double-digit growth in transit and low single-digit decline in billboard revenues [28][29] - The company acknowledges challenges in the entertainment sector but remains bullish about future performance based on committed deals [38] Other Important Information - The company maintained a $0.30 cash dividend payable on September 30 to shareholders [26] - Committed liquidity is over $600 million, with total net leverage at 4.8 times, within the target range [25] Q&A Session Summary Question: Are you through the heaviest period of changes to the business? - Management believes they have made significant progress in transformation but acknowledges that work continues in optimizing sales strategy and modernizing workflows [34][36] Question: Can you unpack the weakness in the entertainment vertical? - The decline was attributed to the absence of key studios supporting their slate, but management is optimistic about future performance in this sector [38] Question: What are the drivers behind the acceleration in transit? - Key performance improvements in New York, management focus, and incentives have contributed to the growth in transit revenues [42][43] Question: Is the decline in static transit revenue structural? - Management indicated that the decline is likely structural, as there is a shift towards digital formats [50] Question: What is the potential for margin expansion in the back half of the year? - Expected annualized savings from restructuring could lead to margin improvements, with half of the benefits anticipated in 2025 [53]

Clear Channel Outdoor Holdings 2025 Second Quarter Results August 5, 2025 Safe harbor statement and other information Forward-Looking Statements Certain statements in this presentation are considered "forward-looking statements" under the Private Securities Litigation Reform Act of 1995. These forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the actual results, performance or achievements of Clear Channel Outdoor Holdings, Inc. and its subsidiaries ( ...

Core Viewpoint - Clear Channel Outdoor Holdings, Inc. (CCOH) is set to host an Investor Day on September 9, 2025, in New York City, where the leadership team will present the company's long-term strategy and growth outlook in the Out-of-Home (OOH) advertising sector [1][2]. Group 1 - The Investor Day will feature discussions led by CEO Scott Wells and CFO David Sailer, focusing on the deployment of technology and digital platforms, growth drivers in OOH advertising, and the company's long-term financial outlook [2]. - A Q&A session will follow the presentations, allowing investors and analysts to engage with the leadership team [2]. - The full agenda and webcast participation details will be available on Clear Channel Outdoor Holdings' investor relations website closer to the event date [3]. Group 2 - Clear Channel Outdoor Holdings is recognized for driving innovation in the OOH advertising industry, expanding its digital billboard and display offerings [3]. - The company integrates data analytics and programmatic capabilities to deliver measurable advertising campaigns that are easier for advertisers to purchase [3]. - By leveraging its diverse portfolio of assets, the company connects advertisers with millions of consumers each month, enhancing its market reach and flexibility [3].