How OUTFRONT Media’s (OUT) AWS Partnership and AI Platform Have Shifted Its Investment Story

• On October 15, 2025, OUTFRONT Media Inc. announced a partnership with Amazon Web Services to modernize out-of-home (OOH) advertising by integrating AI-enabled workflows for planning, purchasing, and measuring static and digital inventory within a unified platform.
• This collaboration aims to standardize and digitize the traditionally manual OOH advertising process, enabling agencies and brands to access real-time inventory, automate campaign execution, and streamline analytics through AI-driven systems.
• We'll now explore how OUTFRONT Media's adoption of AI-powered, cloud-based OOH solutions could impact its long-term investment narrative.

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OUTFRONT Media Investment Narrative Recap

To be a shareholder in OUTFRONT Media, you need to believe in the company's ability to transform the out-of-home advertising industry through digital innovation and AI-powered data analytics. The recent AWS partnership is likely to reinforce OUTFRONT’s most important short-term catalyst, capturing advertiser budgets moving to digital channels, by making its OOH assets more accessible, measurable, and efficient. However, it does not eliminate the immediate risk that advertiser demand for traditional static assets may keep declining and exert ongoing pressure on core billboard revenue.

Of recent announcements, the AWS partnership is the most relevant, setting OUTFRONT apart as it brings end-to-end digitization to both static and digital OOH inventory. By providing agencies the tools for automated planning, purchasing, and analytics, OUTFRONT is advancing its goal of integrating with omnichannel ad buying processes and increasing the appeal of its assets for digital-centric brands. The effectiveness of this transformation will be crucial for supporting future revenue growth and offsetting the decline of legacy static formats.

Yet, in contrast, it is important for investors to be aware of the structural decline in demand for non-digital OOH inventory and related impacts on...

Read the full narrative on OUTFRONT Media (it's free!)

OUTFRONT Media's narrative projects $2.0 billion in revenue and $194.1 million in earnings by 2028. This requires 2.8% yearly revenue growth and an increase in earnings of $95.4 million from the current $98.7 million.

Uncover how OUTFRONT Media's forecasts yield a $19.50 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Fair value estimates from two members of the Simply Wall St Community range from US$19.50 to US$35.41 per share. While investors see a wide spectrum of possibilities, the shift of advertiser budgets toward digital and social media continues to emerge as a significant factor affecting OUTFRONT Media’s future cash flow and margin profile.

Explore 2 other fair value estimates on OUTFRONT Media - why the stock might be worth over 2x more than the current price!

Build Your Own OUTFRONT Media Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your OUTFRONT Media research is our analysis highlighting 2 key rewards and 3 important warning signs that could impact your investment decision.
• Our free OUTFRONT Media research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate OUTFRONT Media's overall financial health at a glance.

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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.

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