Outfront Media (OUT) J.P. Morgan 54th Annual Global Technology, Media and Communications Conference summary

Strategic progress and business transformation

• Achieved greater clarity in business focus and brand positioning, resonating with both large and SMB advertisers.

• Significant restructuring, leadership hires, and technology investments have begun to yield promising results.

• Emphasis on people, process, and technology as core business pillars.

Market trends and industry positioning

• Out-of-home media is benefiting from a shift back to brand-building and the unique value of IRL (in real life) experiences.

• AI and technology sectors are driving strong demand, especially in key markets like San Francisco and New York.

• Out-of-home is positioned as a trusted, fraud-resistant medium amid digital advertising challenges.

Regional and category performance

• West region, particularly L.A. and San Francisco, has outperformed, with tech and AI as leading categories.

• Finance, CPG, pharma, automotive, and entertainment are identified as key growth verticals.

• Transit business, especially New York MTA, has seen creative activations and strong brand interest.