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Clear Channel Outdoor (CCO) investor relations material
Clear Channel Outdoor Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary9 Sep, 2025
Strategic Vision and Transformation
Refocused as a pure-play U.S. out-of-home advertising company, divesting all international operations and lower-margin businesses to simplify and de-risk the business.
Strategy centers on customer centricity, digitization, advanced measurement, analytics, and leveraging technology such as AI and programmatic to enhance sales productivity and campaign customization.
Emphasizes cash generation, debt reduction, and a public LBO vision, with AFFO targeted to reach $200 million by 2028 from $14 million in 2023.
Focused on operational agility, cost discipline, and margin expansion, with a goal to reduce leverage from over 11x in 2024 to 7–8x by 2028.
Enhanced competitive differentiation through technology leadership, premium locations, and a hard-to-replicate footprint.
Revenue Growth Drivers and Business Development
Key growth drivers include core sales execution, digital acceleration, and disruptive discontinuities such as new verticals, products, and agency partnerships.
Digital revenue expected to reach 46% of total by 2028, with digital out-of-home forecasted to grow faster than traditional formats.
Programmatic revenue has more than tripled since 2019, with new tech like Clearcast Digital enabling network buying and rapid campaign execution.
Vertical strategies, especially in pharma, have delivered significant results, with out-of-home campaigns driving a 76% higher conversion rate for exposed audiences.
Airport segment streamlined from 114 to 63 airports, boosting EBITDA and digital revenue, with continued investment in high-impact assets and exclusivity deals.
Financial Roadmap and Capital Allocation
Revenue CAGR targeted at 4–5% and adjusted EBITDA at 6–8% through 2028, with margin expansion from 31% to 34%.
Net debt reduction goal of $1 billion by 2028, using proceeds from asset sales and organic cash flow.
CapEx to remain disciplined, focused on high-return digital conversions (30% IRR) and selective airport investments.
No near-term debt maturities and a well-layered maturity profile, with recent refinancing extending weighted average debt maturity to 4.85 years.
Potential for REIT conversion beyond 2028 if leverage falls to 5x or below, opening new investor bases.
How will CCO achieve 7x-8x net leverage by 2028?
Role of RADAR analytics in growth strategy
What drives the U.S.-focused business strategy?
What leverage target enables REIT conversion?
How to accelerate digital conversion beyond 80-100 units?
Elaborate on AI's impact on search and OOH opportunity
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Next Clear Channel Outdoor earnings date
Q3 20256 Nov, 2025
Next Clear Channel Outdoor earnings date
Q3 20256 Nov, 2025
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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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