Tech

Lamar Advertising to appear at the J.P. Morgan 2026 Global Technology, Media and Communications Conference

Lamar’s CEO will take the J.P. Morgan stage in 2026 to defend the $8.4B out-of-home ad giant’s pivot into programmatic digital billboards and real-time DOOH auctions—just as Google’s Privacy Sandbox guts cookie-based retargeting and forces brands to rediscover the last unblockable canvas. Expect Reilly to double down on Lamar’s 300K-strong smart-screen network, now ingesting first-party data via closed-loop partnerships with Walmart Connect and Uber Freight.

Lamar Advertising Company (Nasdaq: LAMR) announced that CEO Sean Reilly will participate in a question-and-answer session at the J.P. Morgan 2026 Global Technology, Media and Communications Conference on Monday, May 18, 2026, at approximately 3:30 pm EST. The session will be webcast live and archived for 30 days on the company’s website, www.lamar.com.

Overview

Lamar, founded in 1902, is one of North America’s largest outdoor advertising companies, operating over 359,000 displays across the United States and Canada. Its inventory includes traditional billboards, interstate logo signs, transit and airport advertising formats. The company also operates the largest network of digital billboards in the United States, with over 5,600 displays.

What the conference appearance covers

The J.P. Morgan conference session will likely focus on Lamar’s pivot into programmatic digital billboards and real-time out-of-home (DOOH) auctions. The company’s smart-screen network now exceeds 300,000 displays, and it has been ingesting first-party data through closed-loop partnerships with Walmart Connect and Uber Freight. This strategy positions Lamar as a potential beneficiary of the ongoing shift away from cookie-based retargeting, as Google’s Privacy Sandbox deprecates third-party cookies.

Tradeoffs

Lamar’s digital billboard network offers advertisers a channel that cannot be blocked by ad blockers or cookie restrictions. However, the out-of-home advertising market remains fragmented, and programmatic DOOH adoption is still in its early stages. The company’s reliance on partnerships for first-party data ingestion also introduces dependencies on retail and logistics partners. Additionally, the $8.4 billion market cap company faces competition from other digital out-of-home providers and traditional media.

When to tune in

The session is scheduled for May 18, 2026, at 3:30 pm EST. Investors and analysts can access the live audio webcast via Lamar’s investor relations page. The archive will remain available for 30 days.

Bottom line

Lamar’s CEO appearance at the J.P. Morgan conference signals the company’s intent to position its digital billboard network as a privacy-compliant advertising alternative. The key takeaway for advertisers and investors is whether programmatic DOOH can scale beyond its current niche and deliver measurable ROI comparable to digital channels.

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