The earnings call highlighted growth in transit and digital revenues, along with improvements in billboard OIBDA margin. However, challenges included a decline in billboard and local revenues, increased SG&A, and corporate expenses. Despite positive trends in some areas, the overall sentiment is balanced due to the presence of significant lowlights.
Company Guidance
During the OUTFRONT Media First Quarter 2025 earnings call, the company provided detailed guidance on its financial performance and strategic priorities. Organic revenues grew slightly, aligning with prior guidance, while adjusted OIBDA was $64 million, and AFFO was $24 million. Billboard revenues declined by 1% due to a major New York contract exit, while transit revenues grew 2.6%, driven by a 10% increase in New York MTA revenues. Digital billboard revenues rose by 5.4%, and digital transit revenues increased by nearly 11%, contributing to a 7% growth in combined digital revenue, which now represents 33% of total organic revenues. National revenues increased by 4%, although local revenues fell by 3%. The company also maintained its full-year AFFO growth expectation in the mid-single-digit range, despite an uncertain economic environment. Looking ahead, OUTFRONT expects second-quarter revenues to mirror those of the first quarter, with minimal impact on OIBDA and AFFO from recent contract exits.
Transit Revenue Growth
Transit revenues grew 2.6% with strong growth in the New York MTA segment, which increased by about 10% during the quarter.
Digital Revenue Surge
Digital billboard revenues were up 5.4%, and combined digital revenue grew almost 7% in the quarter, representing nearly 33% of total organic revenues, up from about 31% last year.
Improved Billboard OIBDA Margin
Billboard adjusted OIBDA rose about $2 million or 2%, with margins increasing by 100 basis points year-over-year to 31.9%.
National Revenue Growth
National revenues grew 4% during the first quarter, driven by improved creative efforts on advertising sales.
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Outfront Media (OUT) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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OUT Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 08, 2025
$15.39
$15.00
-2.53%
Feb 25, 2025
$17.98
$18.09
+0.61%
Nov 12, 2024
$17.45
$17.72
+1.55%
Aug 06, 2024
$13.37
$14.22
+6.36%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Outfront Media Inc (OUT) report earnings?
Outfront Media Inc (OUT) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Outfront Media Inc (OUT) earnings time?
Outfront Media Inc (OUT) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.