Image caption: A Vistar Media campaign running on a Lamar Advertising Company DOOH billboard NEW YORK, April 24, 2024 (GLOBE NEWSWIRE) -- Vistar Media, the leading global provider of technology solutions for out-of-home (OOH) media, today announced that Lamar Advertising Company, one of the largest outdoor advertising companies in the world, selected Vistar's content management software (CMS), Cortex, to power its network of digital out-of-home (DOOH) billboards across the U.S. The agreement follows a part ...

Yes. So I'll take the first one. In terms of the difference between pro forma and acquisition, there really isn't a lot. As you may recall, we mentioned that acquisitions are going to be muted this year and we're going to divert that free cash flow to pay down Term Loan A. I think in the budget right now, we have approximately $30 million of acquisitions. In the general national tenor, what I'm looking for and what I think we're going to see through the year is what I would call stabilization. And I'll take ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________ Form 10-K __________________________ (Mark One) x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-36756 __________________________ Lamar Advertising Company _______ ...

5321 Corporate Boulevard Baton Rouge, LA 70808 Lamar Advertising Company Announces Fourth Quarter and Year Ended December 31, 2023 Operating Results Three Month Results Twelve Month Results For the fourth quarter of 2023, funds from operations, or FFO, was $213.7 million versus $195.2 million for the same period in 2022, an increase of 9.5%. Adjusted funds from operations, or AFFO, for the fourth quarter of 2023 was $215.0 million compared to $194.5 million for the same period in 2022, an increase of 10.5%. ...

Lamar Advertising Company (NASDAQ:LAMR) Q3 2023 Earnings Conference Call November 2, 2023 9:00 AM ET Company Participants Sean Reilly - President and Chief Executive Officer Jay Johnson - Treasurer and Chief Financial Officer Conference Call Participants Cameron McVie - Morgan Stanley Richard Choe - JPMorgan Operator Excuse me, everyone. We now have Sean Reilly and Jay Johnson in conference. Please be aware that each of your line is in a listen-only mode. At the conclusion of the company's presentation, we ...

FORM 10-Q ________________________________________________________ x Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended September 30, 2023 UNITED STATES SECURITIES AND EXCHANGE COMMISSION or Washington, D.C. 20549 __________________________________ ¨ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 1-36756 __________________________________ Lama ...

财务数据和关键指标变化 - 收入增长2.7%,但增速较去年同期的12.2%有所放缓 [16] - 运营费用增长2.5%,预计全年将控制在1.5%左右 [17][33] - 调整后EBITDA增长4.3%,调整后EBITDA利润率为46.9% [18] - 调整后每股AFFO下降1.2%,主要受到利息费用上升的影响 [19][20] 各条业务线数据和关键指标变化 - 各业务线(广告牌、标识、公交和机场)收入均有增长 [8] - 数字广告占总收入的30%,同店数字广告收入下降1%,但6月份已转正增长3% [13] - 计划在今年完成约300个数字广告牌的转换 [13] 各个市场数据和关键指标变化 - 大西洋地区和墨西哥湾沿岸地区增长良好,而东北和中西部地区表现较弱 [12] - 地方广告收入增长2.4%,国家广告收入增长1.4% [20] 公司战略和发展方向及行业竞争 - 公司继续积极寻求并购机会,全年并购支出预计在1亿到1.5亿美元之间 [14] - 公司债务结构良好,加强了银行授信额度,加息对公司影响有限 [24][25][26][27][28] 管理层对经营环境和未来前景的评论 - 第三季度开始出现客户谨慎态度,导致收入增速放缓,全年收入增长预期下调至约2% [9][10] - 尽管宏观环境存在不确定性,但公司将继续保持良好的成本控制 [33] - 预计明年随着宏观环境好转,公司业务有望加速增长 [55] 问答环节重要的提问和回答 问题1 **Benjamin Swinburne 提问** 对于公司主要的地方广告业务,管理层如何看待当前的经营环境及未来增长前景 [41][42][43][44] **Sean Reilly 回答** 公司目前看到的是一种普遍的市场疲软,而非某个具体领域的下滑,预计随着宏观环境好转,地方广告业务有望在明年恢复增长 [42][43][44][55] 问题2 **Jason Bazinet 提问** 公司全年收入增长预期从4%下调至2%,是否意味着公司的有机增长已经放缓 [48][50] **Sean Reilly 回答** 公司全年收入增长2%是在剔除并购影响后的有机增长,实际包括并购影响在内的总收入增长预期为4.5%-4.75% [66] 问题3 **Richard Choe 提问** 公司是否看到主要的娱乐和主题公园客户在广告投放上有所收缩 [56][57][58] **Sean Reilly 回答** 公司的娱乐和主题公园客户主要集中在区域性的主题公园,目前尚未看到他们在广告投放上有明显收缩 [57][58]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM 10-Q ________________________________________________________ x Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended June 30, 2023 or ¨ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 1-36756 __________________________________ Lamar Adv ...

Company Participants Jason Bazinet - Citi Cameron McVeigh - Morgan Stanley Richard Choe - JPMorgan In the course of this discussion, Lamar may make forward-looking statements regarding the company, including statements about its future financial performance, strategic goals, plans and objectives, including with respect to the amount and timing of any distributions to stockholders and the impacts and effects of general economic conditions, including inflationary pressures on the company's business, financial ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________ FORM 10-Q ________________________________________________________ x Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended March 31, 2023 or ¨ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 1-36756 __________________________________ Lamar Ad ...