What is Clear Channel Outdoor Holdings's latest dividend and current dividend yield?

What were the key takeaways from Clear Channel Outdoor Holdings’s earnings call?

What were the key takeaways from Clear Channel Outdoor Holdings's earnings call?

What does Clear Channel Outdoor Holdings do and what are its main business segments?

What is the market's earnings forecast for Clear Channel Outdoor Holdings next quarter?

What is the revenue and EPS growth rate for Clear Channel Outdoor Holdings year over year?

What guidance did Clear Channel Outdoor Holdings's management provide for the next earnings period?

What factors drove the changes in Clear Channel Outdoor Holdings's revenue and profit?

- **Revenue Growth**: Q3 2025 up 8.1% to $405.6M, driven by Americas (+5.9%) and Airports (+16.1%).
- **Digital Expansion**: Airports digital revenue +37.4%, Americas digital adoption accelerating.
- **Strategic Value Creation**: $1.3B+ potential value by 2028 via EBITDA growth and debt reduction.
- **Market Recovery**: San Francisco and New York outperforming, with New York assets on track for Q1 cash flow positivity.
- **Cost Efficiency**: $50M corporate cost savings target on track, supporting 6%-8% EBITDA margin expansion.

**【CEO Opening Remarks】**
- Q3 2025 revenue of $405.6M (+8.1% YoY), driven by Americas (+5.9%) and Airports (+16.1%).
- Americas growth fueled by digital revenue, MTA Roadside contract, and San Francisco recovery.
- Airports segment benefits from digital growth (+37.4%) and national sales expansion.
- 2025 full-year guidance tightened: $1.584B-$1.599B revenue (+5%-6%), $490M-$505M EBITDA (+3%-6%).
- 2028 goals: $1.3B+ value creation via $115M EBITDA growth and $400M debt reduction.

**【CFO Financial Review】**
- Q3 2025: Adjusted EBITDA $132.5M (+9.5% YoY), AFFO $30.5M (+62.5% YoY).
- Americas EBITDA margin 43.1%, Airports margin 22.9%.
- Q4 2025 guidance: $441M-$456M revenue (+3%-7%), $85M-$95M full-year AFFO.
- Debt refinancing reduces annualized interest to ~$390M, extending maturity to 4.8 years.

**【Q&A Highlights】**
- **Ad Market Momentum**: National sales growth in pharma, tech, and AI; 2026 outlook positive amid search and TV disruption.
- **Market Performance**: San Francisco recovery driven by tech and city revitalization; New York expansion on track for Q1 cash flow positivity.
- **Strategic Alternatives**: Board evaluating all value creation pathways, including potential M&A.
- **Spain Sale**: Regulatory approval expected for non-OOH buyer; $135M sale proceeds to reduce debt.
- **Cost Efficiency**: $50M corporate cost savings target on track via zero-based budgeting.


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