oOh!media Limited (OMLAF) Q4 2025 Earnings Call Transcript

SA Transcripts158.41K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call oOh!media Limited (OMLAF) Q4 2025 Earnings Call February 15, 2026 5:00 PM EST Company Participants James Taylor - CEO, MD & DirectorChris Roberts - CFO & Joint Company Secretary Conference Call Participants David Fabris - Macquarie ResearchEntcho Raykovski - E&P, Research DivisionEvan Karatzas - UBS Investment Bank, Research DivisionBrian Han - Morningstar Inc., Research DivisionJohn Campbell - Jefferies LLC, Research Division Presentation Operator Thank you for standing by, and welcome to the oOh!media Limited OML FY '25 Results Presentation. [Operator Instructions] I would now like to hand the conference over to Mr. James Taylor, MD and CEO. Please go ahead. James TaylorCEO, MD & Director Good day, everyone, and thanks for joining us today. I'm James and I joined oOh!media as CEO and MD on the 8th of December. It's a privilege to join oOh! and lead a business that plays such an important role in Australia's media and urban landscape. Out of Homes, a medium I've long admired, including as a customer. Having had my feet under the desk at oOh! for just over 8 weeks, I can say that the attractiveness of oOh! as ANZ's #1 player has only been reinforced. To me, that attractiveness is underpinned by the variety of formats we offer, their physicality and that in an increasingly virtual digital world, it's part of the last growing physical media channel. The fact that it's premium and completely embedded into the rhythm of everyday life only adds to this. The transparency and brand safety that Out of Home provides to both clients and consumers is a huge differentiator. There's nothing hidden. What you see is what you get. And in today's media landscape, that clarity is increasingly valuable and recognized by marketers. Out of Home is built into the very fabric of our cities, unskippable and unmissable as people