Saturday, May 17, 2025

Raw Feed & Search

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

CEO Sean Reilly says Lamar is back in M&A and easement markets (Billboard Insider)

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. […]

billboardinsider.com
Wed, May 14 at 10:17 PM

Parent of Link Media Outdoor Boston Omaha Corp. reports slightly higher revenue in Q1 2025

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. […]

investor.bostonomaha.com
Wed, May 14 at 10:13 PM

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