Ströer once again reports record revenue and earnings figures for the first quarter of 2025. The German OoH market leader recorded double-digit growth rates, particularly in its core OoH business, at 15 percent. DooH (+27 Percent) remains the main growth driver, with programmatic DooH even increasing by 36 percent.
There haven’t benn many news in recent weeks about a possible carve out and sale of the DooH business to investors (invidis report). But today, Ströer is making headlines again with record DooH revenue in the first quarter.
Ströer is off to a successful start in the fiscal year 2025, with revenue from its core DooH and OoH businesses increasing by 15% to €210 million – stronger than expected – and consolidated revenue increasing by 5% to €475 million. The year-on-year comparison includes the acquisition of RBL Media in fall 2024. In addition to revenue, profit also increased, with EBITDA (adjusted) up 8 percent to €117 million and EBIT up 15 percent to around €40 million.
DooH share already at 41 percent
In terms of revenue mix, Ströer is returning to its OoH roots. While online activities were the growth driver for many years, Ströer has benefited from the growth momentum of DooH since the end of the pandemic.
Ströer generated disproportionately strong growth with programmatic out-of-home (+36 percent), while total DooH revenue increased by 27 percent. Thus, Ströer already generated 41% of OoH revenue with digital in the first quarter. The company expects this trend to continue in the long term.
Growth drivers: AI and data
In addition to the premium media network and the quality and sustainability of its advertising media, Ströer now also sees its in-house tech stack (software, data, AI) as a key success factor. What used to be a static DooH playlist is now an AI-optimized playout process. Campaign planning is also supported by AI-based tools.
The Ströer Creative Analyzer, launched in the first quarter, optimizes campaign motifs/copies and effectiveness in addition to the established Dynamic Content Optimizer. This maximizes the impact of individual campaigns through dynamic, audience-based delivery.
AI naturally can have a massive impact on sales, too. The heart of the AI-supported software landscape is the Ströer SSP Core, the inhouse-developed, digital, and data-driven MarTech marketplace. Ströer uses Core to market not only its own DooH inventory but also third-party inventory. With its own platform ecosystem, Ströer is more independent of the major marketing platforms.
