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Outfront Media (OUT) investor relations material
Outfront Media Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Leadership background and transformation focus
CEO brings agency-side experience and a decade on the board, now leading transformation since February.
Year one (2024) is focused on transformation, with priorities on revenue, profitability, and culture.
Four strategic imperatives: new ways of working, sales restructuring, enterprise advertiser focus, and operational excellence.
Sales organization split into enterprise and commercial (mid-market/SMB) with centralized real estate and supply functions.
Transformation includes digital ad tech, data, and workflow automation.
Expansion strategy and growth initiatives
Year two (2025–2026) targets expansion through increased demand, higher pricing, and experiential brand opportunities.
Focus areas: experiential activations at major events (Super Bowl, FIFA, Olympics), retail media partnerships, and creator economy collaborations.
Early-stage talks with retail media networks to integrate near-store advertising and data-driven campaigns.
Creator economy partnerships aim to combine influencer reach with out-of-home scale for amplified campaigns.
Urban focus, especially in premium cities, leveraging transit and dense environments for new initiatives.
Market positioning and industry trends
Out-of-home share of media spend has dropped due to lack of enterprise marketer engagement.
Positioning the medium as trusted, real, and relevant in an era of declining online trust and AI-driven change.
Brand Solutions Group established to sell solutions and outcomes, not just ad space.
Emphasis on digital out-of-home and programmatic sales to drive higher yields.
No major M&A planned for 2025; focus remains on core business and digital conversions.
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