Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36367 OUTFRONT Media Inc. (Exact name of registrant as specified in its charter) Maryland 46-4494703 (Sta ...

财务数据和关键指标变化 - 总收入略有增长,但调整后OIBDA下降5%,主要由于公交和其他业务表现较弱,AFFO下降主要由于利息支出增加和OIBDA下降 [10] - 美国媒体收入略有增长,加拿大业务收入增长2%,有机增长4% [11] - 公司宣布出售加拿大业务,预计将获得约3亿美元税后收益,用于偿还债务 [14][38] 各条业务线数据和关键指标变化 - 广告牌业务收入增长2.6%,公交业务收入下降8.6%,主要受国家广告收入下降影响 [15][16] - 广告牌单位产出收益增长近3%,主要由于数字广告牌占比提升 [17] - 数字收入增长5.3%,占总收入31.1%,数字广告牌和数字公交收入分别增长7%和1% [18][19] - 静态广告收入下降2%,静态广告牌略有增长,但公交静态广告下降 [20][21] 各个市场数据和关键指标变化 - 本地广告收入增长6%,但国家广告收入下降,导致本地/国家收入比例从55/45变为58/42 [16] 公司战略和发展方向及行业竞争 - 公司出售加拿大业务,将获得约3亿美元税后收益,用于偿还债务,提高财务灵活性 [12][13][14][38] - 公司继续关注管理费用,评估提高效率的措施 [44][45] - 公司与一些公交合作伙伴保持沟通,希望找到反映当前公交环境的互利方案 [45] - 公司认为户外广告行业长期增长前景良好,受众增加、数字化程度提高、数据分析能力提升 [46] - 公司自动化销售渠道有助于吸引更多广告主使用户外广告 [46] 管理层对经营环境和未来前景的评论 - 第四季度收入增长预计与第三季度相当,广告牌业务有望小幅增长,公交业务可能下降 [43] - 行业罢工、宏观经济和地缘政治不确定性对广告市场造成影响,但公司仍保持乐观 [42][46] 问答环节重要的提问和回答 问题1 **Ian Zaffino 提问** 询问公司各业务线和广告类别的表现情况 [49] **Jeremy Male 回答** 本地业务表现良好,增长6%,但国家业务受科技和电视广告下降影响较大,下降约8个百分点 [50][51][52][53] 问题2 **Ian Zaffino 提问** 询问公司REIT地位及其影响 [54] **Matthew Siegel 回答** 公司目前保持REIT地位,有利于避免税收,公司正在采取措施改善资产负债表,认为REIT地位目前适合公司 [55][56] 问题3 **Cameron McVeigh 提问** 询问广告牌租赁费用增长的原因及未来预期 [60] **Matthew Siegel 回答** 2022年新增大量广告牌导致2023年租赁费用增长较快,预计未来会逐步降低 [61][62][67]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36367 OUTFRONT Media Inc. (Exact name of registrant as specified in its charter) Maryland 46-4494703 (State or ...

财务数据和关键指标变化 - 总收入同比增长4%,其中核心业务增长约3%,收购带来约1个百分点的增长 [10] - 调整后OIBDA略有下降,主要受到运输和其他业务的影响 [10] - AFFO同比下降,主要由于OIBDA下降和利息费用上升 [10] 各条业务线数据和关键指标变化 - 美国媒体业务收入同比增长近5% [11] - 其他业务(主要为加拿大)收入同比下降7%,剔除汇率影响后下降2% [11] - 广告牌业务收入同比增长6%,表现良好,其中纽约和迈阿密市场尤为强劲 [12] - 运输业务收入基本持平 [12] - 国内广告收入增长近6%,优于地方广告收入增长近4% [13] - 广告牌单板收益同比增长5%以上,达到2,850美元以上,主要由于数字广告牌数量增加 [13] 各个市场数据和关键指标变化 - 数字收入同比增长近13%,占总收入的32%,较去年同期提高250个基点 [14] - 数字广告牌收入同比增长约14%,主要由于新增广告牌 [14] - 数字运输收入同比增长9%,主要由于新增广告牌 [14] - 静态广告收入基本持平,广告牌业务增长1%,抵消了运输业务6%的下降 [15] 公司战略和发展方向及行业竞争 - 公司认为广告牌业务表现良好,代表了公司约80%的收入和几乎100%的EBITDA [56][60] - 广告牌业务收入和EBITDA较2019年上半年增长近26%,年复合增长率约6% [60] - 公司认为广告牌和运输广告业务长期发展前景依然看好,包括数字化、数据洞察、移动性、自动化等驱动因素 [61] - 公司正在与运输广告合作伙伴就重新调整合同条款进行讨论,以应对疫情后观众流量下降的挑战 [67][68] 管理层对经营环境和未来前景的评论 - 第二季度收入增长略低于公司此前预期,主要是6月下旬预订收入未如预期 [8][9] - 管理层预计第三季度总收入将小幅增长,广告牌业务将继续小幅增长,而运输业务可能下降 [57] - 公司正采取多项措施改善运输广告业务的收入表现,如将纽约MTA数字系统与需求平台连接等 [58] 问答环节重要的提问和回答 问题1 **Ben Swinburne 提问** 询问公司对MTA合同的现金流预测和未来规划 [64][65] **Jeremy Male 回答** 公司正与MTA等运输广告合作伙伴进行重新谈判,以期重置双方的期望 [66][67][68][69] 问题2 **Richard Choe 提问** 询问公司是否考虑对MTA业务进行内部调整 [73][74] **Jeremy Male 回答** 公司正在考虑各种选择,但尚未取得成果,重点是与合作伙伴重新调整收入分成 [75][76] 问题3 **James Goss 提问** 询问公司宣布维持现有股息水平的原因 [87][88] **Matthew Siegel 回答** 公司之前有较高的留存,现在预计可以维持现有股息水平,不需要进一步提高 [87]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36367 OUTFRONT Media Inc. (Exact name of registrant as specified in its charter) Maryland 46-4494703 (State o ...

Outfront Media Inc. (NYSE:OUT) Q1 2023 Earnings Conference Call May 3, 2023 4:30 PM ET Company Participants Stephan Bisson - Vice President of Investor Relations Jeremy Male - Chief Executive Officer Matthew Siegel - Chief Financial Officer Conference Call Participants Jason Bazinet - Citi Richard Choe - JPMorgan Chase & Co. Benjamin Swinburne - Morgan Stanley Ian Zaffino - Oppenheimer & Co. Inc. James Goss - Barrington Operator Good day and welcome to today's Outfront First Quarter 2023 Earnings Call. [Ope ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-36367 OUTFRONT Media Inc. (Exact name of registrant as specified in its charter) Maryland 46-4494703 (State or oth ...

Outfront Media Inc. (NYSE:OUT) Q4 2022 Earnings Conference Call February 22, 2023 4:30 PM ET Company Participants Stephan Bisson - Vice President, Investor Relations Jeremy Male - Chief Executive Officer Matthew Siegel - Chief Financial Officer Conference Call Participants Benjamin Swinburne - Morgan Stanley Richard Choe - JPMorgan Chase & Co. Ian Zaffino - Oppenheimer & Co. Inc. Operator Good day, everyone, and welcome to the OUTFRONT Fourth Quarter 2022 Earnings Call. Today’s call is being recorded. And n ...

Outfront Media Inc. (NYSE:OUT) Q3 2022 Earnings Conference Call November 3, 2022 4:30 PM ET Company Participants Stephan Bisson – Investor Relations Jeremy Male – Chairman and Chief Executive Officer Matthew Siegel – Executive Vice President and Chief Financial Officer Conference Call Participants Richard Choe – JP Morgan Aaron Watts – Deutsche Bank Operator Hello and welcome to the OUTFRONT Q3 2022 Earnings Call. My name is Josh and I will be your coordinator for todayÂ's event. [Operator Instructions] I w ...

Quart NOVEMBER 3, 2022 OUTFRONT Cautionary Statement Regarding Forward-Looking Statements We have made statements in this document that are forward-looking statements within the meaning of the federal securities laws, including the Private Securities Litigation Reform Act of 1995. You can identify forward-looking statements by the use of forward-looking terminology such as "believes," "expects," "could," "would," "may," "might," "will," "should," "seeks," "likely," "intends," "plans," "projects," "predicts, ...