Lamar Advertising Company
78ae7fe1-457f-400d-95c8-e8ba72e7c6b5
PRODUCTION_VERIFIED schema v3.0.0 Inferred last heartbeat: 2026-06-10T20:12:21.492231+00:00

Business Model Classification Tokens

monetization_vector
per-transaction / rental fees
Medium
SEC-10K 0001090425-26-000008
pricing_architecture
negotiated / contract-based
Medium
SEC-10K 0001090425-26-000008
revenue_model_type
transactional
Medium
SEC-10K 0001090425-26-000008
customer_acquisition_metric
Direct sales force; local account executives
Medium
SEC-10K 0001090425-26-000008
customer_segment_primary
enterprise / SMB
Medium
SEC-10K 0001090425-26-000008
customer_segment_secondary
Consumer (via local/regional merchants)
Medium
SEC-10K 0001090425-26-000008
business_model_type_primary
asset-based services / real estate operator
Medium
SEC-10K 0001090425-26-000008
business_model_type_secondary
REIT
Medium
SEC-10K 0001090425-26-000008
supply_chain_dependency
Moderate
Medium
SEC-10K 0001090425-26-000008
headcount_cost_structure
Sublinear
Medium
SEC-10K 0001090425-26-000008
geographic_footprint
Primarily domestic (US); limited international
Medium
SEC-10K 0001090425-26-000008
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
howey_test_risk_index
Low
Medium
SEC-10K 0001090425-26-000008
antitrust_exposure_flag
No
Medium
SEC-10K 0001090425-26-000008
data_sovereignty_risk
Low
Medium
SEC-10K 0001090425-26-000008
vendor_lock_dependency_score
Moderate
Medium
SEC-10K 0001090425-26-000008
pricing_power_rating
Moderate
Medium
SEC-10K 0001090425-26-000008
network_effect_present
No
Medium
SEC-10K 0001090425-26-000008
switching_cost_profile
Low
Medium
SEC-10K 0001090425-26-000008
asset_efficiency_ratio
8.9% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Cyclical
Medium
SEC-10K 0001090425-26-000008
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001090425-26-000008
debt_leverage_profile
2.70x Total Debt / Equity (High leverage)
High
SEC-XBRL
geopolitical_supply_exposure
Low intensity; China's December 2024 ban on gallium and germanium exports to the US (germanium tetrachloride is the core dopant in optical fiber; gallium underpins optoelectronic transceivers) sits on top of the sector's binding 2026 constraint of grid-power scarcity and multi-year interconnection queues for AI-driven data-center buildouts.
Medium
GICS-commodity-overlay-v2
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0001090425-26-000008
international_expansion_readiness
Low
Medium
SEC-10K 0001090425-26-000008
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "23-0000 Legal Occupations", "27-0000 Arts, Design, Entertainment, Sports, and Media Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "49-0000 Installation, Maintenance, and Repair Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.31 (HIL — ~31% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
commodity_exposure_profile
Low intensity; commodities: electricity (grid power for networks and data centers), copper (legacy access networks, cabling, connectors), fiber-optic glass / silica with germanium dopant, diesel fuel (fleet operations and backup generation), steel (towers, masts, conduit), aluminum (cable sheathing, enclosures, structures); geopolitical: China's December 2024 ban on gallium and germanium exports to the US (germanium tetrachloride is the core dopant in optical fiber; gallium underpins optoelectronic transceivers) sits on top of the sector's binding 2026 constraint of grid-power scarcity and multi-year interconnection queues for AI-driven data-center buildouts.
Medium
GICS-commodity-overlay-v2
regulatory_exposure_profile
Medium burden; regimes: FCC, FTC, GDPR, DOJ, CFIUS, EU DMA; Platform content-liability reform and antitrust actions threaten core business models.
Medium
GICS-regulatory-overlay-v1
sec_cik
0001090425
High
SEC-EDGAR
ticker
LAMR
High
SEC-EDGAR
capital_expenditure_profile
8.0% CapEx / Revenue (Moderate-CapEx)
High
SEC-XBRL
churn_vulnerability_index
Low
Medium
SEC-10K 0001090425-26-000008
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0001090425-26-000008
activist_13d_count_1y
0
High
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
6
High
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
High
SEC-13D/G registry, subject-verified
insider_buys_6m
0
High
SEC-Form4 0001192482-26-000451..0001192482-26-000261
insider_sells_6m
2
High
SEC-Form4 0001192482-26-000451..0001192482-26-000261
insider_net_shares_6m
-18099
High
SEC-Form4 0001192482-26-000451..0001192482-26-000261
insider_last_transaction_date
2026-09-14
High
SEC-Form4 0001192482-26-000451..0001192482-26-000261
Insider_Dog_Checked
2026-10-07T00:23|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry

Knowledge Graph — All Sections

monetization_vector
per-transaction / rental fees
Medium
SEC-10K 0001090425-26-000008
pricing_architecture
negotiated / contract-based
Medium
SEC-10K 0001090425-26-000008
revenue_model_type
transactional
Medium
SEC-10K 0001090425-26-000008
customer_acquisition_metric
Direct sales force; local account executives
Medium
SEC-10K 0001090425-26-000008
customer_segment_primary
enterprise / SMB
Medium
SEC-10K 0001090425-26-000008
customer_segment_secondary
Consumer (via local/regional merchants)
Medium
SEC-10K 0001090425-26-000008
business_model_type_primary
asset-based services / real estate operator
Medium
SEC-10K 0001090425-26-000008
business_model_type_secondary
REIT
Medium
SEC-10K 0001090425-26-000008
supply_chain_dependency
Moderate
Medium
SEC-10K 0001090425-26-000008
headcount_cost_structure
Sublinear
Medium
SEC-10K 0001090425-26-000008
geographic_footprint
Primarily domestic (US); limited international
Medium
SEC-10K 0001090425-26-000008
regulatory_burden_tier
Medium
Medium
GICS-regulatory-overlay-v1
howey_test_risk_index
Low
Medium
SEC-10K 0001090425-26-000008
antitrust_exposure_flag
No
Medium
SEC-10K 0001090425-26-000008
data_sovereignty_risk
Low
Medium
SEC-10K 0001090425-26-000008
vendor_lock_dependency_score
Moderate
Medium
SEC-10K 0001090425-26-000008
pricing_power_rating
Moderate
Medium
SEC-10K 0001090425-26-000008
network_effect_present
No
Medium
SEC-10K 0001090425-26-000008
switching_cost_profile
Low
Medium
SEC-10K 0001090425-26-000008
asset_efficiency_ratio
8.9% Return on Assets (Excellent)
High
SEC-XBRL
recession_resistance_tier
Cyclical
Medium
SEC-10K 0001090425-26-000008
interest_rate_sensitivity
Moderate
Medium
SEC-10K 0001090425-26-000008
debt_leverage_profile
2.70x Total Debt / Equity (High leverage)
High
SEC-XBRL
geopolitical_supply_exposure
Low intensity; China's December 2024 ban on gallium and germanium exports to the US (germanium tetrachloride is the core dopant in optical fiber; gallium underpins optoelectronic transceivers) sits on top of the sector's binding 2026 constraint of grid-power scarcity and multi-year interconnection queues for AI-driven data-center buildouts.
Medium
GICS-commodity-overlay-v2
marginal_cost_of_growth
Sublinear
Medium
SEC-10K 0001090425-26-000008
international_expansion_readiness
Low
Medium
SEC-10K 0001090425-26-000008
characteristic_occupations
["11-0000 Management Occupations", "13-0000 Business and Financial Operations Occupations", "15-0000 Computer and Mathematical Occupations", "23-0000 Legal Occupations", "27-0000 Arts, Design, Entertainment, Sports, and Media Occupations", "41-0000 Sales and Related Occupations", "43-0000 Office and Administrative Support Occupations", "49-0000 Installation, Maintenance, and Repair Occupations"]
High
SOC-2018/GICS-overlay
agent_automatable_labor_share
0.31 (HIL — ~31% of characteristic roles agent-automatable)
Medium
SOC-2018 + agentic-exposure-v2
commodity_exposure_profile
Low intensity; commodities: electricity (grid power for networks and data centers), copper (legacy access networks, cabling, connectors), fiber-optic glass / silica with germanium dopant, diesel fuel (fleet operations and backup generation), steel (towers, masts, conduit), aluminum (cable sheathing, enclosures, structures); geopolitical: China's December 2024 ban on gallium and germanium exports to the US (germanium tetrachloride is the core dopant in optical fiber; gallium underpins optoelectronic transceivers) sits on top of the sector's binding 2026 constraint of grid-power scarcity and multi-year interconnection queues for AI-driven data-center buildouts.
Medium
GICS-commodity-overlay-v2
regulatory_exposure_profile
Medium burden; regimes: FCC, FTC, GDPR, DOJ, CFIUS, EU DMA; Platform content-liability reform and antitrust actions threaten core business models.
Medium
GICS-regulatory-overlay-v1
sec_cik
0001090425
High
SEC-EDGAR
ticker
LAMR
High
SEC-EDGAR
capital_expenditure_profile
8.0% CapEx / Revenue (Moderate-CapEx)
High
SEC-XBRL
churn_vulnerability_index
Low
Medium
SEC-10K 0001090425-26-000008
Filings_Dog_Scope
antitrust_exposure_flag,business_model_type_primary,business_model_type_secondary,churn_vulnerability_index,customer_acquisition_metric,customer_segment_primary,customer_segment_secondary,data_sovereignty_risk,franchise_compliance_risk,geographic_footprint,geopolitical_supply_exposure,headcount_cost_structure,howey_test_risk_index,interest_rate_sensitivity,international_expansion_readiness,marginal_cost_of_growth,monetization_vector,network_effect_present,pricing_architecture,pricing_power_rating,recession_resistance_tier,regulatory_burden_tier,revenue_model_type,supply_chain_dependency,switching_cost_profile,vendor_lock_dependency_score
High
SEC-10K 0001090425-26-000008
activist_13d_count_1y
0
High
SEC-13D/G registry, subject-verified
blockholder_13g_count_1y
6
High
SEC-13D/G registry, subject-verified
activist_last_13d_date
none in window
High
SEC-13D/G registry, subject-verified
insider_buys_6m
0
High
SEC-Form4 0001192482-26-000451..0001192482-26-000261
insider_sells_6m
2
High
SEC-Form4 0001192482-26-000451..0001192482-26-000261
insider_net_shares_6m
-18099
High
SEC-Form4 0001192482-26-000451..0001192482-26-000261
insider_last_transaction_date
2026-09-14
High
SEC-Form4 0001192482-26-000451..0001192482-26-000261
Insider_Dog_Checked
2026-10-07T00:23|activist_13d_count_1y,activist_last_13d_date,blockholder_13g_count_1y,insider_buys_6m,insider_last_transaction_date,insider_net_shares_6m,insider_sells_6m
High
SEC-Form4 registry

Business Model Components

Core Space

> *Pending Turn 2 — Business Model Type Agent population.*

Interaction Modes

> *Pending Turn 2 — Business Model Type Agent population.*

Product Matrix

> *Pending Turn 2 — Business Model Type Agent population.*

Historical Evolution Log

Live Operational Signals

Signal DateSignal TypeSummary
Source

Evaluation Gate — Persona Stress Tests

SKILL_BUFFETT_VAL_03PENDING——
SKILL_LEGAL_SEC_01PENDING——
SKILL_SHORT_BEAR_01PENDING——
SKILL_MACRO_STRAT_01PENDING——
SKILL_OPS_PARTNER_01PENDING——

Live Status

No Live Status block found.