#United States #New York City #Investor Day #Clear Channel #OOH Advertising

Clear Channel Outdoor Holdings Unveils Growth Strategy and Financial Goals

On September 9, 2025, Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) convened for its Investor Day in New York City, where it presented a comprehensive strategy centered on growth and financial objectives set for 2028. This event marked a pivotal moment for the company, as leaders introduced a streamlined and U.S.-focused operational approach.

Strategic Vision and Leadership Insights

CEO Scott Wells opened the presentation, highlighting Clear Channel's pivotal transformation into a U.S. visual media powerhouse. He asserted that the company's recent changes aimed to streamline operations and create a robust platform that could effectively harness multiple revenue streams. “The Company is at a key inflection point,” Wells remarked. He emphasized the robust opportunities presented by favorable industry dynamics, an expanded inventory with premium digital displays, and advanced technology capabilities.

Growth Strategy Built on Four Pillars

Clear Channel's growth strategy is founded upon four core pillars designed to boost growth and enhance shareholder value:

1. Customer Centricity: Prioritizing customer engagement to foster revenue growth by understanding needs and delivering operational excellence.
2. Accelerated Technology Integration: Expanding the adoption of cutting-edge digital displays and programmatic buying while utilizing the RADAR analytics platform for data-driven campaign management.
3. Sales Execution Enhancement: Focusing on key accounts to capture increased advertising spending, with a sales team tailored to align with market demands.
4. Balance Sheet Strengthening: Creating a positive cash flow cycle that integrates growth, margin improvement, and effective cash conversion strategies, specifically targeting a debt reduction plan aiming for a net leverage ratio of 7x to 8x by 2028.

Financial Roadmap

CFO David Sailer conveyed confidence in the financial roadmap, asserting that the company's cash flow initiatives will facilitate an annual Adjusted EBITDA growth of 6% to 8% through 2028. With the combination of recent debt reductions and refinancings at favorable interest rates, Sailer is optimistic about achieving the targeted net leverage range.

The guidance for the fiscal year 2025 remains reaffirmed, projecting consolidated revenues between $1.57 billion and $1.60 billion, with an Adjusted EBITDA ranging from $490 million to $505 million. Long-term projections from 2025 to 2028 target a consolidated revenue CAGR of approximately 4% to 5% and an AFFO for 2028 between $190 million and $210 million.

Investor Day Live Webcast

Presentations from Investor Day were made available through a live webcast, with all relevant materials posted prior to the event. This included crucial insights into Clear Channel Outdoor Holdings' strategic vision and financial objectives, inviting investors and stakeholders to gain clarity on the company’s operations and future directions.

About Clear Channel Outdoor Holdings

Clear Channel Outdoor Holdings, Inc. stands at the forefront of innovation in the out-of-home advertising sphere, striving to expand its digital footprint while leveraging data analytics for effective advertising campaigns. By employing a diverse portfolio designed to reach millions of consumers monthly, the company is poised to reshape advertising dynamics in the U.S.

As we look towards the future, Clear Channel’s roadmap not only addresses growth but also mitigates risk factors inherent in the advertising industry. The emphasis on digital technology and customer-focused strategies is expected to place the company in a robust position to adapt to evolving market conditions and consumer behaviors.