{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-23-026994","form_type":"8-K","ticker":"LAMR","cik":"0001090425","company_name":"LAMAR ADVERTISING CO/NEW","filed_at":"2023-08-03T23:59:59+00:00","discovered_at":"2026-05-14T18:03:33.116854+00:00","generated_at":"2026-06-12T07:08:59.237529+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Lamar cuts FY2023 AFFO guidance; Q2 revenue up 4.5% but AFFO per share down 2.1%","bullets":["Q2 net revenue $541.1M (+4.5% YoY); adjusted EBITDA $253.9M (+4.3%).","Q2 net income $130.9M ($1.28/diluted share) vs $134.2M ($1.32) a year ago.","Diluted AFFO per share fell 2.1% to $1.90 in Q2; six-month AFFO per share $3.32 (-3.2%).","CEO cites slowdown; FY2023 diluted AFFO guidance revised to $7.13-$7.28 per share.","FY2023 net income per diluted share guided to $4.72-$4.80."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-23-026994","json":"https://secwatch.observer/filing/0001628280-23-026994.json","markdown":"https://secwatch.observer/filing/0001628280-23-026994.md","text":"https://secwatch.observer/filing/0001628280-23-026994.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1090425/000162828023026994/0001628280-23-026994-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1090425/000162828023026994/lamr-20230803.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T07:08:59.237529+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"252477dcebf03a4a71dfcb978e035ca446608c95","claim":"LAMAR ADVERTISING CO/NEW updated its the quarter ended June 30, 2023 guidance (lowered).","evidence_excerpt":"On August 3, 2023 , Lamar Advertising Company announced via press release its results for the quarter ended June 30, 2023.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1090425/000162828023026994/0001628280-23-026994-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended June 30, 2023"},{"label":"Guidance","value":"lowered"},{"label":"Result","value":"preliminary results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}