OUTFRONT Media(OUT) - 2019 Q4 - Earnings Call Presentation

Financial Performance - Total revenue increased by 79% year-over-year from $4524 million in 4Q18 to $4881 million in 4Q19[11] - US Media revenue increased by 93% year-over-year from $4100 million in 4Q18 to $4480 million in 4Q19[14] - Adjusted OIBDA increased by 55% year-over-year from $1438 million in 4Q18 to $1517 million in 4Q19[52] - AFFO increased by 82% year-over-year from $980 million in 4Q18 to $1060 million in 4Q19[62] Revenue Breakdown - Billboard revenue in US Media increased by 72% year-over-year[14] - Transit & Other revenue in US Media increased by 138% year-over-year[14] - Local revenue in US Media increased by 109% year-over-year[18] - National revenue in US Media increased by 73% year-over-year[18] - Digital revenue from billboards increased by 1020% year-over-year[32] Digital Initiatives - Digital billboard revenue reached $832 million in 4Q19[32] - Digital transit and other revenue reached $301 million in 4Q19[96] - The company deployed 837 new digital station displays in 4Q19, bringing the total to 4505[82] Capital Expenditures - Total capital expenditures increased from $202 million in 4Q18 to $245 million in 4Q19[58] - Maintenance capital expenditures decreased from $50 million to $31 million[58] - Growth capital expenditures increased from $152 million to $214 million[58]