Lamar Advertising Company (LAMR) Q2 2026 Earnings Call

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.431 -- 00:00:05.552 I'm just curious your high level thoughts on how you 00:00:06.092 -- 00:00:11.533 see it. I think there is something secular going on in terms of 00:00:11.533 -- 00:00:14.634 what's happening to our 00:00:15.114 -- 00:00:18.915 competitors out there in other local media. 00:00:18.915 -- 00:00:24.276 For example, what's going on clearly with radio, what's going on with print, 00:00:24.276 -- 00:00:30.837 and what is increasingly going on with local network affiliate television. 00:00:31.499 -- 00:00:37.442 Some of that is coming our way as they experience 00:00:37.442 -- 00:00:40.063 a drop in their audience. 00:00:40.063 -- 00:00:46.026 Some of their spend is coming our way. What we're also increasingly hearing from 00:00:46.026 -- 00:00:50.128 advertisers, and I think you're hearing this from our peers at Outfront and Clear Channel 00:00:50.128 -- 00:00:52.248 as well, 00:00:52.717 -- 00:00:58.521 Digital ad spend, while it's still the gorilla in the room, there is some disaffection 00:00:58.521 -- 00:01:02.482 with what's going on in what 00:01:03.444 -- 00:01:09.707 many people believe is the vast wasteland of what's going on with 00:01:09.888 -- 00:01:12.950 the panoply of digital products out there. 00:01:12.950 -- 00:01:14.992 And so some 00:01:14.992 -- 00:01:17.694 advertisers are coming to us 00:01:17.694 -- 00:01:22.646 in the out-of-home world because they know exactly what they're getting. 00:01:22.646 -- 00:01:26.549 There's no bot fraud. There's no 00:01:26.549 -- 00:01:31.433 chance that they're going to show up in a place that they don't want to be. 00:01:31.433 -- 00:01:36.396 And they're increasingly getting comfortable with our ability to 00:01:36.517 -- 00:01:41.079 track results when they spend with us. So 00:0...