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Lamar Advertising Company (LAMR) investor relations material
Lamar Advertising Company Wells Fargo's 9th Annual TMT Summit summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Wells Fargo's 9th Annual TMT Summit summary18 Nov, 2025
Industry trends and growth drivers
Out-of-home advertising maintains a stable 2%-3% share of the US ad market, with local media declines providing a tailwind for growth over the next 3, 5, and 10 years.
National advertising is rebounding, with stronger advertiser sentiment and increased use of third-party data providers, especially in verticals like pharma.
Programmatic sales channels are attracting both returning and net new digital-focused advertisers, with ongoing beta tests for local automated buying platforms.
Vertical-specific measurement solutions and trusted third-party data are accelerating, reducing pressure on industry standards and supporting growth.
Digital and programmatic capabilities are making out-of-home more attractive for political and advocacy spending, with most political dollars still coded as local.
Financial outlook and operational strategy
Pacings for 2026 are markedly stronger than the prior year, with 80% of business expected to remain local.
Top-line growth in 2026 will be driven by political advertising, the World Cup, and recent acquisitions, with as-reported numbers expected to be strong.
Visibility into 2026 is high, with 45-50% of the budget already booked, rising to 55-60% by January.
Expense growth is expected to normalize post-ERP conversion, with margin improvement targeted above 47% and longer-term goals of reaching 48% by 2028, aided by AI and efficiency gains.
AFFO per share is set to benefit from acquisitions and margin expansion, supporting higher distributions.
Technology, measurement, and innovation
ERP conversion will complete by July, enabling more efficient sales processes and scalability without increasing headcount.
AI tools are being used for graphics and proposal generation, with expectations for greater impact on efficiency and client targeting in the future.
Programmatic platforms are plug-and-play, allowing customers to overlay third-party data, with costs typically passed through to clients.
Industry measurement is evolving, with Geopath providing baseline data and third-party overlays becoming standard.
Expected margin impact from ERP and AI tools?
Drivers for top DMA inventory expansion strategy?
Local automated buying platform: nature and benefits?
Partial view of Summaries dataset, powered by Quartr API
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Next Lamar Advertising Company earnings date
Q4 202519 Feb, 2026
Next Lamar Advertising Company earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Lamar Advertising is one of the largest outdoor advertising companies in North America, offering thousands of displays across the continent. It offers businesses a variety of billboard, interstate logo, transit and airport advertising opportunities to reach broad audiences every day. In addition to traditional out-of-home inventory, the company is proud to offer its customers the largest network of digital billboards in the United States. With a diverse inventory of billboard, interstate logo, transit and airport advertising formats, the company reaches an extensive audience every day.
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