Monday, May 19, 2025

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Friday, May 16 Fri, May 16

OUTFRONT executives are focusing on cash flow as opposed to revenue; and on conversions of static to digital (Billboard Insider)

SignValue’s take: Nice to see that the returns from converting static billboards to digital are holding up. It’s also welcome to hear OUTFRONT executives talk about focusing on cash flow as opposed to revenue. A focus on traditional assets with higher margins will create greater value for shareholders in the long run. […]

billboardinsider.com
Fri, May 16 at 11:16 PM

Thursday, May 15 Thu, May 15

Digital signage hardware will see a glut in Europe; and other latest industry trends (AVInteractive)

Europeans are looking for alternatives to US cloud service providers, and AI will split into two US and Chinese worlds, warns Florian Rotberg. It’s not just hardware manufacturers who are back in crisis mode. The entire digital signage industry is feeling the uncertainty on the customer side – projects are being postponed, and budgets are being cut. […]

avinteractive.com
Thu, May 15 at 10:55 PM

SignValue is sceptical about Clear Channel Outdoor’s business strategy (Billboard Insider)

SignValue’s Take: We are skeptical of any long-term value boost from adding more managed assets. The company is already heavily weighted in shorter term transit and airport agreements that are also undervalued. The value of a management income is just the discounted cashflow of the management contract, which is much, much less than the value of owning and operating billboard assets. […]

billboardinsider.com
Thu, May 15 at 10:44 PM

Intersection’s CSO explains why the company has launched a self-service ad platform for small businesses (Billboard Insider)

David Burrick, Chief Strategy Officer, Intersection. At Intersection, we’ve long been focused on the Hyperlocal segment, which aligns well with our network of digital street furniture that connects with these businesses in their communities. That’s why we recently launched a self-service ad platform for small businesses, starting with LinkNYC. […]

billboardinsider.com
Thu, May 15 at 12:17 AM

Wednesday, May 14 Wed, May 14

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