With brightness levels reaching up to 4,000 nits, these new displays are versatile enough for everything from automotive and mobile devices to high-demand digital signage applications. LG Display, the sister company and component of LG Electronics, is known for leading the way in OLED technology, especially for large screens. […]
by Florian Rotberg. At first glance, the acquisition may not seem to affect Samsung’s digital signage products. However, those familiar with Samsung’s strategy may see future opportunities for integration. […]
SignValue’s Take: Out-of-home is seasonal and the first quarter is usually the weakest of the year. Having 1% revenue growth for the quarter, however, is well below Link’s recent first quarter results and a declining cashflow margin is uncharacteristic. Standing by to see if this is any indication of changes brewing. […]
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. […]
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. […]
by Almie Borromeo . Tariffs may feel like a policy issue, but the impact is deeply personal for small businesses in the digital signage industry. The shops that will weather this season best aren’t the ones cutting the lowest prices, but offering the most certainty. […]
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. […]
TCL China Star Optoelectronics Technology, aka TCL, has a big stand at this week’s Display Week in Silicon Valley, and among the demos is ... […]
One of the primary knocks, for the longest time, with large format OLED displays has been brightness, but LG is at the screen-nerd Display ... […]
Display Week is on right now in San Jose – a conference and small trade show that attracts display nerds from all over the ... […]
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. […]
Frasers Group has appointed Australian retail media platform Zitcha to launch the ELEVATE advertising platform. ELEVATE uses Fraser’s first-party data to generate personalised advertising through in-store, online and off-site locations. […]
Lynn Petrak. That side of the business is definitely growing, as in-store retail media is nearly a $1 billion channel with potential to grow several times beyond that in the coming years. […]
This year we’re going to do well over $200 million for a variety of reasons. I would point to little bit of pent up demand… we pushed off some activity and then the other thing is you know we’ve got one that we’re kind of excited about that is of a larger size…I can’t talk about it too much because it hadn’t closed yet but…it’s very close. […]
Cash inflow from operations for the three months ended March 31, 2025 was $2.6 million, compared to a cash inflow of $2.4 million for the three months ended March 31, 2024. Our book value per share was $16.95 at March 31, 2025, compared to $16.99 at December 31, 2024. As of March 31, 2025, we had 30,872,876 shares of Class A common stock and 580,558 shares of Class B common stock outstanding. […]
