Core Insights - OUTFRONT Media Inc. is scheduled to present at Citi's 2025 Global TMT Conference on September 4, 2025, at 2:10 p.m. Eastern Time [1] Company Overview - OUTFRONT Media Inc. is one of the largest and most trusted out-of-home media companies in the U.S., focusing on connecting brands with audiences in significant moments and environments [2] - The company is redefining in-real-life (IRL) marketing by transforming public spaces into platforms for creativity, connection, and cultural relevance [2] - OUTFRONT has a nationwide presence across various formats, including billboards, digital displays, and transit systems, enabling it to create impactful real-world experiences [2] - The in-house agency, OUTFRONT STUDIOS, along with the innovation team, XLabs, provides advanced storytelling supported by technology and data tools to drive measurable impact [2]

Core Insights - OUTFRONT Media Inc. has partnered with the Bay Area Host Committee to leverage Super Bowl LX and the World Cup as significant marketing opportunities through out-of-home media and experiential activations [1][3] - The Bay Area will host both major global sporting events in the same year, creating a unique platform for brand storytelling and community engagement [2][4] - The partnership aims to enhance brand visibility and engagement through innovative marketing strategies, including immersive experiences and advanced advertising technologies [3][5] Company Overview - OUTFRONT Media is one of the largest out-of-home media companies in the U.S., focusing on connecting brands with audiences in impactful environments [11] - The company is evolving its marketing approach to emphasize in-real-life (IRL) experiences, utilizing public spaces for creative and culturally relevant advertising [11] Partnership Details - The collaboration with the Bay Area Host Committee will transform the region into a global stage for brands, showcasing creativity and community pride during the events [4][9] - OUTFRONT will provide a range of advertising opportunities, including super graphics, projection mapping, drone shows, and customizable brand experiences through its innovation team [5][11] Market Context - The partnership follows OUTFRONT's successful campaigns at other major events, indicating a strong demand for innovative advertising solutions in high-profile settings [7] - Previous events, such as Super Bowl LIX, saw quick sell-outs of OUTFRONT's inventory, highlighting the effectiveness of their marketing strategies in driving brand awareness [7]

Core Insights - The company reported a solid revenue growth of +3.4% to €1,868.3 million in the first half of 2025, with organic growth at +3.3% [2][8] - Digital revenue grew significantly by +12.2%, now accounting for approximately 40% of total revenue, driven by a +25.2% increase in programmatic revenue [2][10] - The operating margin improved by +17.6% to €307.4 million, reflecting strong operating leverage with a flow-through rate of 75.8% [4][22] Revenue Performance - The company achieved a +3.3% organic revenue growth in H1 2025, despite a mid-single digit decline in China, with Q2 showing a +1.6% growth [3][9] - Digital Out-of-Home (DOOH) revenue surged by +12.2%, representing about 40% of total revenue, with programmatic revenue now at 10.1% of DOOH revenue [3][11] - Revenue from Street Furniture grew by +4.3%, Transport by +3.2%, while Billboard remained flat [12][18] Geographic Performance - North America and Rest of the World were the fastest-growing regions, while the UK experienced a decline of -2.9% [19][20] - Asia-Pacific saw a +1.3% organic growth despite a mid-single digit decline in China, which now represents 10% of total revenue [19][20] Operational Efficiency - The operating margin as a percentage of revenue reached 16.5%, a 200 basis points improvement year-on-year, with all segments showing margin growth [23][24] - EBIT before impairment charges grew by +11.6% to €125.6 million, with a remarkable +114.7% increase when excluding non-recurring items [4][28] Cash Flow and Financial Position - Operating cash flows increased by +10.7% to €153.7 million, driven by improved operating margins [35] - The company reported a decrease in net capital expenditure by -15.6% to €118.8 million, representing 6.4% of revenue [34] - Financial net debt decreased by €43.9 million year-on-year, amounting to €912.9 million as of June 30, 2025 [38] ESG Performance - The company has been recognized for its strong ESG performance, achieving a place on the CDP A List for the second consecutive year and receiving a Gold Medal from EcoVadis [43][44] - Nearly 50% of revenue is aligned with the Green Taxonomy European regulation, with a commitment to achieve Net Zero Carbon by 2050 [44]

Core Insights - JCDecaux SE has reported its half-year liquidity contract statement, detailing the resources on its liquidity account as of June 30, 2025, in accordance with AMF Decision N°2021-01 [2][4]. Financial Performance - The liquidity account showed a total of 139,425 shares valued at €3,197,469.14 as of June 30, 2025 [4]. - The number of buy-side executions for the semester was 8,865, with a traded volume of 1,949,178 shares amounting to €30,039,726.86 [4]. - The sell-side executions totaled 8,796, with a traded volume of 1,970,822 shares valued at €30,507,873.96 [4]. Company Overview - JCDecaux is recognized as the number one out-of-home media company globally, with a daily audience of 850 million people across more than 80 countries [4]. - The company operates 1,091,811 advertising panels worldwide and is present in 3,894 cities with populations exceeding 10,000 [4]. - JCDecaux's 2024 revenue was reported at €3,935.3 million [4]. Sustainability and Recognition - The company has received approval for its carbon reduction trajectory from the Science Based Targets initiative (SBTi) and is part of the Euronext Paris CAC® SBT 1.5° index [4]. - JCDecaux has been recognized for its extra-financial performance, achieving ratings such as CDP (A), MSCI (AAA), and Sustainalytics (13.1), along with a Gold Medal status from EcoVadis [4].

Core Points - The Combined Annual General Meeting of JCDecaux SE was held on 14 May 2025, where all resolutions were approved [2] - The Supervisory Board renewed the mandates of Gérard Degonse as Chairman and Jean-Pierre Decaux as Vice-Chairman for their terms [2][3] - Jean-François Decaux was appointed as Chairman of the Executive Board and Jean-Charles Decaux as Chief Executive Officer for one year [3][4] - The AGM approved the financial statements for the year ending 31 December 2024 and renewed the mandates of three Supervisory Board members [6] - The company reported a revenue of €3,935.3 million for 2024, maintaining its position as the number one out-of-home media company worldwide [8] - JCDecaux has a daily audience of 850 million people across more than 80 countries and operates 1,091,811 advertising panels globally [8] - The company is recognized for its sustainability efforts, having joined the Euronext Paris CAC® SBT 1.5° index and achieving high ratings in various ESG assessments [8] - JCDecaux leads in various advertising segments, including street furniture, transport advertising, and billboards across multiple regions [8][10]

Core Insights - The company reported a record revenue of €858 million for Q1 2025, reflecting a 7.0% increase compared to Q1 2024, with organic revenue growth at 5.5% [2][8] - Digital revenue growth was particularly strong at 17.0%, with programmatic digital out-of-home (OOH) media revenue increasing by 29.9% [3][4] - The company anticipates low single-digit organic revenue growth for Q2 2025 due to global economic uncertainties and the impact of major events like the Paris Olympic Games and UEFA Euro 2024 [5][16] Revenue Breakdown - Total revenue for Q1 2025 was €858 million, up from €801.6 million in Q1 2024, with organic growth of 5.5% after excluding foreign exchange impacts [8][10] - Revenue by segment: - Street Furniture: €422.5 million, +5.4% reported growth, +5.3% organic growth [10][12] - Transport: €315 million, +9.3% reported growth, +6.1% organic growth [10][13] - Billboard: €120.5 million, +7.1% reported growth, +4.6% organic growth [10][14] Geographic Performance - All geographic regions experienced growth in Q1 2025, with notable contributions from Rest of Europe, North America, and the Rest of the World [4][9] - The Asia-Pacific region showed low single-digit growth, primarily due to flat performance in China [13] Future Outlook - For Q2 2025, the company expects organic revenue growth to be low single-digit, with Street Furniture pacing mid-single digit while Transport and Billboard are currently flat [5][16] - The company will hold its Annual General Meeting of Shareholders on May 14, 2025, and will report half-year results on July 31, 2025 [16]