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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Clear Channel Outdoor (CCO) investor relations material
Clear Channel Outdoor BofA Securities Leveraged Finance Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.BofA Securities Leveraged Finance Conference 2025 summary2 Dec, 2025
Advertising trends and outlook
Strong ad sales momentum expected to continue into 2026, with 90% of Q4 ad sales booked early and robust upfront bookings from national advertisers.
Premium assets are driving significant rate increases and a larger share of revenue, especially in key cities aligned with major events like FIFA and the Super Bowl.
Event-driven sales, including conferences and major sports, are boosting both national and local bookings.
Year-over-year price increases are stronger heading into 2026, with premium inventory filling up and driving occupancy in less premium assets.
Political, banking, tech (AI), pharma, and auto insurance are leading verticals, while retail, restaurants, and media/entertainment show mixed performance.
Airport and digital strategy
New terminal openings, such as JFK, and a focus on large, impactful digital signs are driving strong advertiser response and sustainable mid- to high-single-digit growth.
Digital assets represent 35-36% of revenue in America, with some cities exceeding 50%; digital conversions yield 4-5x revenue uplift and over 30% returns.
Regulatory barriers limit digital expansion in some markets, but there is significant room for growth if regulations ease.
Programmatic sales, including ClearCast Digital, are a fast-growing but smaller channel, optimizing inventory and margins.
Financial targets, risks, and capital structure
Targets include 4-5% revenue CAGR, 6-8% EBITDA growth, $200M AFFO, and reducing leverage to 7-8x by 2028, with digital growth as a key driver.
Risks include macroeconomic downturns, but a higher share of long-term contracts and a simplified, de-risked business model improve resilience.
2028 and 2029 unsecured maturities are in focus, with plans to address them through asset sales, free cash flow, and monitoring capital markets.
Secured capacity is $500-600M, not enough to cover unsecured maturities; ABS financing is considered but only if cost-effective.
How to unlock digital growth in regulated markets?
What specific levers mitigate macro downturn risk?
Detail JV M&A strategy for growth and delevering
Partial view of Summaries dataset, powered by Quartr API
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Next Clear Channel Outdoor earnings date
Q4 202523 Feb, 2026
Next Clear Channel Outdoor earnings date
Q4 202523 Feb, 2026
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Frequently asked questions
Clear Channel Outdoor Holdings Inc is an outdoor advertising company providing billboard, transit, and airport advertising solutions. The company operates a portfolio of printed and digital displays in urban, suburban, and airport environments, targeting local, regional, and national advertisers. Clear Channel Outdoor serves industries such as automotive, entertainment, and retail. The company is headquartered in San Antonio, Texas, and its shares are listed on the NYSE.
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