oOhmedia Shares Decline as Company Flags Softer Advertising Outlook

Highlights:

• oOh!media warns of weaker year-end trading conditions
• Loss of a major New Zealand advertising contract adds pressure
• Shares fall 2.5% at the time of writing

Shares of oOh!media Limited (ASX: OML) fell in Thursday’s trade after the outdoor advertising group signalled a slower-than-expected finish to the year. At the time of writing, the stock was trading 2.5% lower, as investors reacted to commentary about softening advertising demand and the termination of a key contract in New Zealand.

The company noted that market conditions had moderated in recent months, particularly across certain retail and transport advertising formats, which are more sensitive to consumer spending trends. Management highlighted that advertisers across sectors including retail and consumer services have become increasingly cautious in committing to late-year campaigns.

Loss of Major New Zealand Contract Weighs on Outlook

Adding to the headwinds, oOh!media confirmed it has lost a significant commercial contract in New Zealand, which previously contributed to its large-format and transit advertising revenue. The company expects the impact to be felt through both revenue and utilisation rates until new partnerships are secured or alternative inventory placements are established.

Executives stated that while the contract loss is disappointing, oOh!media remains focused on strengthening its digital outdoor network, improving yield management and targeting new commercial opportunities across metro and regional markets.

Industry Conditions Remain Mixed, but Long-Term Strategy Holds

Despite short-term challenges, the company continues to invest in digital billboards, audience measurement tools, and data-led targeting platforms, reflecting a strategic shift toward higher-value advertising solutions.

Market analysts noted that outdoor advertising remains structurally advantaged over traditional print formats, but near-term performance will depend on broader economic sentiment.

For now, oOh!media is guiding for a more cautious close to the year, prompting investors to reassess growth expectations.

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