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    Hollywood Burbank Airport Digital Win Could Be A Game Changer For Clear Channel Outdoor (CCO)

    Simply Wall St·12/10/2025 20:17:04
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    • Clear Channel Outdoor's Airports Division announced it had been selected, after a competitive bidding process, to build an eight-year, digitally driven media and sponsorship network at Hollywood Burbank Airport’s new 355,000-square-foot terminal, currently under construction and slated to replace the existing facility.
    • This win expands Clear Channel Outdoor’s presence across the Los Angeles area, creating an integrated “air and ground” footprint that can connect advertisers with high-value travelers from the airport terminal to major roadside billboards, including along key corridors such as the Sunset Strip.
    • We’ll now explore how this long-term Hollywood Burbank Airport contract, anchored in a fully digital terminal build-out, may influence Clear Channel’s investment narrative.

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    Clear Channel Outdoor Holdings Investment Narrative Recap

    To own Clear Channel Outdoor, you need to believe its shift toward digital, data-driven out-of-home advertising can outgrow heavy interest costs and ongoing losses. The Hollywood Burbank Airport win supports that thesis by adding long-duration, high-visibility, fully digital inventory, but it does not fundamentally change the near term leverage risk that still dominates the story.

    The most relevant recent development alongside Burbank is Clear Channel’s August 2025 refinancing, where it issued US$2,050,000,000 of new secured notes to push out 2027 and 2028 maturities. That move may give the company more breathing room to pursue contracts like Burbank and other large airport deals while it works to convert revenue growth into consistent profitability.

    But while new digital wins help the story, investors still need to be aware of how the company’s high leverage could...

    Read the full narrative on Clear Channel Outdoor Holdings (it's free!)

    Clear Channel Outdoor Holdings' narrative projects $1.7 billion revenue and $174.5 million earnings by 2028. This requires 3.8% yearly revenue growth and a $256.7 million earnings increase from -$82.2 million today.

    Uncover how Clear Channel Outdoor Holdings' forecasts yield a $2.25 fair value, a 9% upside to its current price.

    Exploring Other Perspectives

    CCO 1-Year Stock Price Chart
    CCO 1-Year Stock Price Chart

    Simply Wall St Community members have only two fair value estimates, ranging from US$2.25 to US$9.73 per share, underscoring how far apart individual views can be. Against this backdrop, the company’s high interest burden and reliance on sustained revenue growth matter even more, so it is worth weighing several perspectives before deciding how this stock might fit into your portfolio.

    Explore 2 other fair value estimates on Clear Channel Outdoor Holdings - why the stock might be worth over 4x more than the current price!

    Build Your Own Clear Channel Outdoor Holdings Narrative

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.