To address the summer hunger gap, No Kid Hungry, the only national campaign committed to ending childhood hunger in the U.S., has launched a summer campaign across CCO's digital billboards, encouraging the public to help combat the hunger crisis by donating to its cause. For children who rely on free or reduced-price meals during the school year, summer can be the hungriest time of year. An estimated 1 in 5 children in the U.S. – nearly 14 million – are living with hunger, an increase from the previous year ...

Clear Channel Outdoor (CCO) FY 2025 Conference May 28, 2025 09:05 AM ET Speaker0 Okay, great. Hi, everyone. I'm Lance Vitanza, Senior Media Analyst here at TD Cowen. I'm delighted to have the Clear Channel team here with me, Scott Wells, of course, CEO Dave Saylor, CFO. Why don't we just jump right in? When I like I always like to start sort of at the macro level and then kind of get more and more narrowly focused as we go. So the question that we get all the time is, what are you guys seeing over the past ...

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 ...

纪要涉及的公司 Clear Channel Outdoor (CCO) 纪要提到的核心观点和论据 公司战略 - 完成大部分国际业务出售，聚焦美国市场，持续推进数字化转型，利用数据拓展服务领域，发展新业务，实现有机增长[4][6] - 实现正现金流后定期偿还债务，降低杠杆水平，通过零基预算流程进一步降低公司费用[6][7] 市场趋势与业务表现 - 与广告客户的对话稳定，本地市场中商业服务、律师、医疗等业务稳定，汽车业务略有放缓；全国市场中AI成为新业务领域，保险业务回归[8][9][10] - Q2业务完成度超85%，全年业务进度与正常年份相似，可能略超预算[11] - 广告牌业务收入增长加速，旧金山市场复苏、AI和保险等新业务领域的出现、媒体和娱乐行业下半年的发行计划等因素将推动增长[12][13] 汽车保险业务 - 一家大型广告商重新进入户外广告市场，采用程序化购买方式，有望逐步增加直接购买；另一家保险公司在美南部进行了大量购买[16][17] 机场业务 - 机场业务收入与乘客流量并非直接相关，过去五六年中，收入增长超过乘客流量增长的10倍；主要驱动因素是机场的营销和库存货币化能力[19] 直接销售策略 - 公司一直以本地市场直接销售为主，近年来开始通过客户解决方案团队直接与大型广告商合作；关键在于了解不同行业的关键绩效指标和合适的衡量标准[22][23] 制药和酒精饮料业务 - 与制药合作伙伴的合作始于四到四年半前，通过提供曝光数据和参与测量，合作已进入定期续约阶段，目前有7个活跃的制药广告客户；户外广告在制药行业的支出占比不到1%，有较大潜力[28][29][31] 数据和分析 - 公司专注于受众特征和人口统计数据，行业层面需要将户外广告数据与其他数据集更好地整合，以适应广告商的媒体组合模型[34][35] 广告代理机构的作用 - 广告代理机构是重要合作伙伴，公司的目标是提高户外广告预算，可通过与广告商直接合作或与代理机构的战略团队沟通来实现[37][38][39] 数字转换和程序化广告 - 公司对数字转换持乐观态度，数字转换的内部收益率通常在30%左右；程序化广告有助于平衡库存需求，但需要在直接销售和程序化销售之间找到平衡[40][42][45] MTA合同 - MTA合同是一份为期15年的路边广告牌合同，将为公司带来全国和本地销售机会，提高在纽约市场的覆盖率；该合同利润率较低，第一季度对利润率的影响较大，但全年仍将盈利[47][48][51] 成本节约 - 公司已消除3500万美元的年度运营成本，随着过渡服务协议（TSAs）到期和零基预算流程的实施，预计将进一步节省成本[53][54][56] 资产结构和合作 - 公司计划利用运营户外业务的能力和库存资产，通过与他人合作引入更多资产和流动性，如设立侧车基金、建立合资企业或采用类似优先股的结构[58][59][60] 资产负债表和债务管理 - 公司季度末现金余额为4亿美元，已使用1亿美元回购约1.2亿美元债务，将继续机会性地偿还债务；公司认为最佳现金余额将低于历史水平，可能不到一半[62][63][65] - 公司有机会转换为房地产投资信托（REIT），但目前从税收和杠杆角度来看，转换并非必要；现有债务契约不会限制公司的合作选择[67][68][69] - 2027 - 2029年有债务到期，公司将积极监测资本市场，考虑非传统融资方式，如资产支持证券（ABS）融资[70][71][72] 其他重要但是可能被忽略的内容 - 制药业务支出呈块状，原因包括数据分析滞后、CMO或代理机构变更等，公司正在努力解决这些问题[32][33] - 程序化广告具有一定波动性，但也可能带来积极影响，公司需要在直接销售和程序化销售之间找到平衡[44][45] - MTA合同第一季度利润率较低的原因是场地租赁费用在合同签订日开始计算，而收入需要一定时间才能达到峰值[50][51]

SAN ANTONIO, May 7, 2025 /PRNewswire/ -- Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) (the "Company") today announced that its subsidiaries have entered into a definitive agreement to sell its business in Brazil to Publibanca Brasil S.A., an affiliate of Eletromidia S.A. (the "Buyer"). The purchase price of approximately R$80 million, or US$14 million[1], is subject to certain customary adjustments, and the transaction is subject to approval by the Administrative Council for Economic Defense, Brazil's n ...

Clear Channel Outdoor (CCO) reported $334.18 million in revenue for the quarter ended March 2025, representing a year-over-year decline of 30.6%. EPS of -$0.11 for the same period compares to -$0.17 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $338.17 million, representing a surprise of -1.18%. The company delivered an EPS surprise of +15.38%, with the consensus EPS estimate being -$0.13.While investors scrutinize revenue and earnings changes year-over-year and how they compar ...

Clear Channel Outdoor (CCO) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Company Participants Eileen Mclaughlin - VP - Investor RelationsScott Wells - CEODavid Sailer - Executive VP & CFOCameron McVeigh - Vice President - Equity ResearchDaniel Osley - Vice President, Equity ResearchAvi Steiner - Managing Director Conference Call Participants Lance Vitanza - MD & Senior AnalystAaron Watts - Managing Director, Media, Entertainment, Cable, & Satellite Credit Analyst Operator a reminder, this conference is be ...

Clear Channel Outdoor (CCO) Q1 2025 Earnings Call May 01, 2025 08:30 AM ET Speaker0 a reminder, this conference is being recorded. It's now my pleasure to turn the call over to your host Eileen McLaughlin, Vice President, Investor Relations. Eileen, please go ahead. Good morning and thank you Speaker1 for joining our call. On the call today are Scott Wells, our CEO and David Saylor, our CFO. Will provide an overview of the twenty twenty five first quarter operating performance of Clear Channel Outdoor Holdi ...

Clear Channel Outdoor (CCO) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to loss of $0.17 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 15.38%. A quarter ago, it was expected that this outdoor advertising company would post earnings of $0.01 per share when it actually produced a loss of $0.01, delivering a surprise of -200%.Over the last four quarters ...

Clear Channel Outdoor Holdings 2025 First Quarter Results May 1, 2025 Safe harbor statement and other information Forward-Looking Statements Segment Adjusted EBITDA is the profitability metric reported to the Company's chief operating decision maker (the Company's President and Chief Executive Officer) for purposes of allocating resources and assessing segment performance. Segment Adjusted EBITDA is a GAAP financial measure calculated as Revenue less Direct operating expenses and SG&A expenses, excluding re ...