OUTFRONT Media Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2026 / 04:30PM GMT

Transcript 10-K

Cameron McVeigh

Morgan Stanley & Co Ltd - Equity Analyst

For important disclosures, please see the Morgan Stanley research disclosure website. If you have any questions, please reach out to your Morgan Stanley sales representative. Okay. My name is Cameron McVeigh. I cover advertising stocks here at Morgan Stanley.

Pleased to welcome Nick Brien, OUTFRONT's CEO to the conference. Thank you.

Nicolas Brien

OUTFRONT Media Inc - Chief Executive Officer, Director

Thank you, Cam. Nice to be here. I appreciate it.

Questions & Answers

Cameron McVeigh;

Morgan Stanley & Co Ltd - Equity Analyst

Great to have you here. Now Nick, to get started, results have been pretty solid past two quarters. And you described having good visibility into 2026. Your recent guidance is for double-digit AFFO growth in mid-single to high single-digit first quarter revenue growth. Could you walk us through maybe the key building blocks of the guide? And what gives you confidence in the trajectory?

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