Core Insights - Lamar Advertising (LAMR) has acquired Verde Outdoor assets, adding over 1,500 billboard faces, including 80 digital displays, across 10 states in key markets [1][9] - The acquisition was executed as an Umbrella Partnership Real Estate Investment Trust (UPREIT) transaction, marking a first in the billboard industry [2] - Verde Outdoor owners will receive dividends equivalent to Lamar's common stock and can convert their units into cash or shares of Class A common stock [3] Company Overview - Lamar holds a significant national presence in outdoor advertising and is a leading provider of logo signs in the U.S. [4] - The acquisition emphasizes Lamar's strategy to enhance its digital platform through acquisitions and technological advancements in the out-of-home (OOH) advertising sector [4] - The company has expanded its digital network to approximately 5,100 displays, positioning itself to leverage growing programmatic advertising channels [5] Market Performance - Over the past three months, Lamar's shares have increased by 7.4%, slightly trailing the industry's growth of 7.8% [6]

Key Takeaways LAMR shares climbed 18.4% in three months, outpacing the industry growth of 10.1%. The expansion of digital billboards and recent acquisitions support long-term growth. Five-year annualized dividend growth of 24.17% and active buybacks lift investor confidence.Lamar Advertising (LAMR) shares have risen 18.4% in the past three months compared with its industry’s growth of 10.1%.The company’s impressive footprint of outdoor advertising assets across the United States and Canada positions it we ...

Key Takeaways OUT's diversified billboard portfolio fuels steady revenues despite market shifts. The shift to digital displays and transit assets boosts new ad relationships and digital sales. Recent $5.7M asset buyouts aim to enhance OUT's portfolio and long-term growth potential.OUTFRONT Media (OUT) shares have gained 11.2% in the past three months, outperforming the industry’s growth of 1.2%.This New York-based advertising real estate investment trust (REIT) enjoys a diversified portfolio of advertisin ...

Group 1 - Clear Channel Outdoor (CCO) has launched a summer campaign to address childhood hunger in the U.S., partnering with No Kid Hungry to encourage public donations [1][3] - An estimated 1 in 5 children in the U.S., nearly 14 million, are living with hunger, highlighting the critical need for summer meal programs [1][3] - CCO's digital billboards will also promote NoKidHungry.org/Help, providing resources for families to access free summer meals [2] Group 2 - CCO is collaborating with the National Summer Learning Association (NSLA) to promote affordable summer learning opportunities for children, as nearly half of U.S. children lack such opportunities [3][4] - The campaign will coincide with National Summer Learning Week, emphasizing the importance of summer learning in closing the opportunity gap [4] - CCO's efforts aim to connect families with vital resources that support children's health and education during the summer months [5] Group 3 - Clear Channel Outdoor Holdings, Inc. is a leader in the out-of-home advertising industry, focusing on innovation through digital billboards and data analytics [6]

Daktronics (DAKT) Q4 2025 Earnings Call June 25, 2025 11:00 AM ET Company Participants Carla Gatzke - VP - Human Resources & Corporate SecretaryAndrew Siegel - ChairmanBrad Wiemann - EVP, Interim President & CEOHoward Atkins - Acting CFO, Treasurer & Chief Transformation Officer Conference Call Participants Aaron Spychalla - Senior Research AnalystAnja Soderstrom - Senior Equity Research AnalystMac Furst - Research Analyst Operator Good day, and thank you for standing by. Welcome to the Daktronics Fourth Qu ...

On Friday, May 23rd, CCO held press conferences in each Texas market where families of the missing children, along with local law enforcement working on these unsolved cases, spoke throughout the state and urged the public to share any information they have regarding the disappearance or whereabouts of these children, some who are now adults. Clear Channel Outdoor is providing this month-long public service campaign at no cost in partnership with Texas Center for the Missing (TCM), Houston's Amber Alert Pro ...

Group 1 - Lamar Advertising Company declared a quarterly cash dividend of $1.55 per share, payable on June 30, 2025, to stockholders of record on June 16, 2025, with expected total distributions of at least $6.20 per common share in 2025 [1][2] - The company completed $150 million in stock repurchases under its existing program and has increased the stock repurchase program by an additional $150 million, bringing the total available for repurchase to $250 million [2] Group 2 - Lamar Advertising Company, founded in 1902, is one of the largest outdoor advertising companies in North America, operating over 363,000 displays across the United States and Canada [4] - The company offers a variety of advertising formats, including billboards, interstate logos, transit, and airport advertising, and has the largest network of digital billboards in the U.S. with approximately 5,100 displays [4]

Lamar Advertising Company (LAMR) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Company Participants Sean Reilly - President and CEOJay L. Johnson - EVP and CFODaniel Osley - Vice President, Equity Research Conference Call Participants Cameron McVeigh - AnalystJason Bazinet - AnalystDavid Karnovsky - Senior Research AnalystNone - Analyst Operator Excuse me, everyone. We now have Sean Reilly and Jay Johnson in conference. Please be aware that each of your lines is in a listen only mode. At the conclusion of ...

Lamar Advertising Company (LAMR) Q1 2025 Earnings Call May 08, 2025 09:00 AM ET Speaker0 Excuse me, everyone. We now have Sean Reilly and Jay Johnson in conference. Please be aware that each of your lines is in a listen only mode. At the conclusion of the company's presentation, we will open the floor for questions. In the course of this discussion, Lamar may make forward looking statements regarding the company, including statements about its future financial performance, strategic goals, plans and objecti ...

Core Viewpoint - Lamar Advertising Company has acquired Premier Outdoor Media's assets, enhancing its presence in the Northeast Corridor and expanding its digital out-of-home (OOH) advertising capabilities [1][3][4]. Company Overview - Lamar Advertising Company is a leader in the OOH advertising industry, operating over 360,000 displays across North America, including approximately 5,000 digital billboards, making it the largest digital OOH network in the United States [4]. - Premier Outdoor Media, founded in 2018, became the largest independent digital OOH network in the Philadelphia Designated Market Area, growing its digital display count by over 500% under the leadership of Dominick Vastino and Sean Corbett [2][4]. Strategic Acquisition - The acquisition adds nearly 200 billboard faces, including 45 digital units, in key markets such as New Jersey, Delaware, Maryland, Pennsylvania, and New York, reinforcing Lamar's competitive edge in densely populated areas [1][3]. - Sean Reilly, CEO of Lamar, emphasized that this acquisition aligns with the company's strategy of adding high-quality, REIT-qualified assets to its portfolio [3]. Market Position and Growth Strategy - The transaction reflects Lamar's focus on scaling its digital OOH capabilities and acquiring regionally dominant networks that align with its REIT structure [4]. - As digital OOH continues to grow faster than traditional media, Lamar's expanded presence in the Northeast positions it to capture increasing advertiser demand [5]. Financial Outlook - Lamar is scheduled to report its first-quarter 2025 results on May 8, 2025, with the Zacks Consensus Estimate for funds from operations (FFO) per share at $1.54 on revenues of $508.9 million [5].