Digital outdoor takes a beating

Barnaby Page, over at Screens.tv, has an article up on the beating Daktronics has been taking in the downturn. The money quote:

Earlier this year, said the company, “we were notified that our largest customer in our outdoor-advertising niche was decreasing its spending on digital billboards from approximately $100m annually to approximately $15m annually, effective for calendar year 2009. We were one of two primary vendors of digital billboards for this customer.”

Page also notes that Daktronics’ 3Q ‘09 net sales are down 82.3% from 2Q ‘09. But this doesn’t quite add up. Here’s what I pulled from their 10-Q filings, this is net sales for what they call “commercial” which I’m assuming is digital billboards (I could be wrong there):

Net Sales

It appears that 3Q ‘09 is down half from the 3Q ‘08. Still, a big decline. And, if a billboard on average costs $500k, it means going from 100 units down to 50. My guess is that they’ll be cutting back from the 3,300 employees they have, if they haven’t already.

Oh, and the worst part, is they don’t anticipate recovery in the digital billboard space until 2011. I’m glad our displays start at $699, not $500k.

  • Hi Eric, just saw this. The reason for the apparent discrepancy is that the 82.3 percent figure refers specifically to outdoor-advertising customers, while the commercial business unit as a whole also includes a bunch of other stuff - in Daktronics' own words, "commercial market customers include financial institutions, hotels and motels, gaming, auto dealers, convenience stores, shopping centers and other retail establishments".

    Either way, though, it's a painful drop.
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