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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 transitioned from agency to supply side, bringing a decade of board experience and a fresh perspective.
Year one is dedicated to transformation, emphasizing revenue growth, profitability, and cultural change.
Four strategic imperatives: new ways of working, sales restructuring, digital focus, and operational excellence.
Sales organization split into enterprise and commercial (mid-market/SMB) segments for targeted growth.
Centralization of key functions, especially real estate and supply, to enhance focus and efficiency.
Expansion strategy and new growth areas
Year two (2026) will focus on expansion, targeting experiential brand experiences, retail media, and the creator economy.
Success at major events like the Super Bowl and plans for FIFA World Cup and Formula One highlight experiential opportunities.
Retail media is seen as a major growth area, with a unique near-store proposition and ongoing talks with leading players.
Creator economy partnerships aim to combine real-world scale with influencer reach for amplified campaigns.
Urban focus remains strong, leveraging premium city assets and transit for creative activations.
Industry positioning and value proposition
Out-of-home media's share of spend has declined due to lack of engagement from top enterprise marketers.
Digital out-of-home and data-driven solutions are positioned as key to attracting brand-focused marketers seeking both exposure and performance.
Emphasis on trust and real-life presence as differentiators versus digital-only channels, especially as AI and Web4 evolve.
New Brand Solutions Group focuses on selling outcomes, not just products, and hires from outside the traditional out-of-home sector.
Ongoing commitment to mid-market and SMB clients, with horizontal support functions across both sales segments.
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