NYSE$OUT

Outfront Media Inc · Q2 2020 earnings

Q2 2020 earnings · · Investor relations

Briefing

Reported second quarter results, impacted by COVID-19.

OUTFRONT Media Inc. reported a decrease in revenue and a net loss for the second quarter of 2020, primarily due to the impact of the COVID-19 pandemic on advertising expenditures and overall demand. The company is focusing on cost control and maintaining a strong liquidity position.

  • Revenues decreased by 49.4% compared to the same period last year, totaling $232.9 million.
  • Operating loss was $25.9 million, a significant downturn from the operating income of $88.7 million in the prior year.
  • Net loss attributable to OUTFRONT Media Inc. was $57.9 million, or $0.44 per diluted share.
  • Adjusted OIBDA decreased by 84.9% to $21.7 million.

Headline financials

Total Revenue

$233M

Previous: $460M-49.4%
EPS (adj)

-$0.37

Previous: $0.67-155.2%
Adjusted OIBDA

$21.7M

Previous: $144M-84.9%
AFFO

-$21.3M

Previous: $96.3M-122.1%
Capital Expenditures

-$31.9M

Previous: -$39.6M+19.4%
Free Cash Flow

-$89.8M

Previous: $10.7M-939.3%
Net Income

-$57.9M

Previous: $50.3M-215.1%
Operating Income

-$25.9M

Previous: $88.7M-129.2%
Gross Profit

$78.9M

Previous: $220M-64.1%
Cash & Equivalents

$648M

Previous: $475M+36.4%
Total Assets

$5.89B

Previous: $5.67B+3.9%
Stock-Based Comp

$6.1M

Previous: $5.5M+10.9%

Revenue & EPS history

Outfront Media · Revenue · Quarterly

$233M

Q2 2020-49.4%vs Q2 2019
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Outfront Media · $455M total across 2 segments · Q3 2023

  • Billboard
    $364M+2.4%
  • Transit
    $91.2M-7.6%

Forward guidance

The COVID-19 pandemic is expected to continue to have a significant impact on the global economy and OUTFRONT Media's business. Key performance indicators, total revenues, and total expenses are expected to be materially lower in 2020 than historical levels, particularly in the U.S. Media segment and with respect to the transit and other business.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2020

Historical avgQ2 2020

+0.4%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.8%

Avg return

30 days after

55%

29 / 53 earnings

Positive

+22.4%

Q3 2023

Best reaction

-17.7%

Q2 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+3.3%-2.5%-5.1%
Q4 2025+5.9%+7.0%-4.5%
Q3 2025+13.6%+21.9%+32.3%
Q1 2025-2.5%+5.0%+5.8%
Q4 2024+0.6%+1.4%-11.0%
Q3 2024+3.6%-0.8%+4.2%
Q2 2024+7.6%+8.3%+20.8%
Q1 2024-7.4%-7.2%-11.3%
Q4 2023+18.5%+18.7%+28.2%
Q3 2023+22.4%+21.4%+32.4%
Q2 2023-17.7%-21.4%-22.7%
Q1 2023-9.1%-10.8%-10.6%
Q4 2022-5.3%-5.9%-19.0%
Q3 2022-5.5%-5.0%+6.3%
Q2 2022-2.1%+3.1%-5.3%
Q1 2022-5.6%-10.0%-19.6%
Q4 2021+6.6%+7.8%+15.9%
Q3 2021+6.0%+2.6%-8.3%
Q2 2021+8.4%+6.3%+6.3%
Q1 2021-5.3%-0.4%-4.0%
Q4 2020-6.9%-4.3%+1.5%
Q3 2020+8.9%+27.4%+41.3%
Q2 2020+2.1%+5.1%+13.5%
Q1 2020+0.8%-20.8%+35.0%
Q4 2019-3.5%-11.8%-57.2%
Q3 2019-5.4%-6.1%-5.3%
Q2 2019+0.5%+3.6%+2.3%
Q1 2019+3.1%+4.4%+5.7%
Q4 2018+2.7%+5.4%+6.9%
Q3 2018+11.7%+15.5%+14.0%
Q2 2018-10.6%-11.2%-4.1%
Q1 2018+2.3%+4.0%+5.0%
Q4 2017-7.7%-9.3%-15.6%
Q3 2017+2.1%+3.0%-1.2%
Q2 2017+1.6%+0.0%-1.4%
Q1 2017-10.1%-9.8%-12.4%
Q4 2016-8.6%-4.8%-3.8%
Q3 2016+7.5%+1.9%+18.6%
Q2 2016-3.0%-3.1%-2.7%
Q1 2016-2.0%
Q4 2015+0.5%
Q3 2015+0.4%
Q2 2015-6.5%
Q1 2015-3.2%
Q4 2012-3.4%
Q4 2014-3.4%
Q3 2014+0.8%
Q3 2013+0.8%
Q2 2013-2.6%
Q2 2014-2.6%
Q1 2013+5.7%
Q1 2014+5.7%
Q4 2013+5.7%
Q3 2012
Q2 2012
Q1 2012

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