David Karnovsky
JPMorgan Chase & Co, Research Division

All right. Sorry for the delay. We'll get started. To my left is Sean Reilly, President and CEO of Lamar Advertising. Sean, thanks for being here.

Sean Reilly
CEO & President

Happy to be here, David.

David Karnovsky
JPMorgan Chase & Co, Research Division

So I'll give you a kickoff question. So last week, you were at OAAA in Dallas. Maybe give us the latest on the mood of the industry. Any kind of takeaways from the event.

Sean Reilly
CEO & President

Yes. It was a great conference. The enthusiasm and the confidence and the sense of possibilities this year was measurably better than last year. So there's something going on. There's a lot of excitement in the industry. All of the publics had unbelievably good earnings calls just before Outfront posted some great numbers. Clear Channel. On one thing Scott Wells told me was I finally had an incredible quarter, and I'm not doing conference calls anymore going private. But no, the industry is in a good place.

David Karnovsky
JPMorgan Chase & Co, Research Division

Got it. So you reported earnings also. You noted forward bookings are, I think you said the strongest you've seen since COVID. Maybe walk through a little bit more specifically what things look like for Lamar at the moment and what's giving you confidence to kind of signal that potential change to your outlook in August when you report?

Sean Reilly
CEO & President

So there's a few components to it. Political