Criteo/$CRTO

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About Criteo

Criteo SA is an ad-tech company in the digital advertising market. Its technology allows retailer advertisers to launch multichannel and cross-device marketing campaigns in real time. With real-time return on investment analysis of the ads, the firm's clients can adjust their marketing strategies dynamically. It has two reportable segments: Retail Media and Performance Media. Retail Media: This segment encompasses revenue generated from brands, agencies, and retailers for the purchase and sale of retail media digital advertising inventory and audiences, and services. Performance Media: This segment encompasses targeting capabilities and supply and AdTech services. The majority of its revenues is generated from the performance media segment.
Ticker
$CRTO
Sector
Communication
Primary listing
NASDAQ
Employees
3,649
Headquarters
Paris, France

Criteo Metrics

BasicAdvanced
$746M
7.59
$2.01
-
-

Bulls say / Bears say

The underlying Retail Media business grew 20% in Q2 after excluding the two client scope reductions, while retail media spend rose 31% and new retailer partners were added across North America, Europe and Asia-Pacific. This suggests the core platform is gaining share despite the reported decline. (Criteo, MarketScreener)
Criteo has an early position in AI-led advertising: it became OpenAI’s first advertising technology partner and had more than 2,000 brands advertising on ChatGPT across seven countries by August. Its self-service GO platform could broaden access beyond large advertisers, although management does not expect meaningful AI revenue contribution until 2027. (Criteo, Criteo)
Recent commercial indicators point to a possible recovery: Criteo said US new-business revenue rose 24% year on year in Q2, qualified pipeline grew by roughly 30%, and agencies made up about 55% of the pipeline. A broader pipeline could reduce dependence on a small number of large enterprise clients. (Stock Analysis, Criteo)
Q2 revenue fell 11% year on year, adjusted EBITDA fell 18% and net income fell 49%. Criteo cut 2026 Contribution ex-TAC guidance to a 10%–12% decline and expects Q3 to be down 14%–15% at constant currency. (Criteo)
Retail Media revenue fell 21% in Q2 after two major clients reduced their scope of work, creating a $21 million quarterly headwind and a $75 million expected headwind for 2026. This shows that client concentration can quickly offset growth elsewhere. (Criteo, PPC Land)
Performance Media, Criteo’s larger segment, also weakened: revenue fell 10% in Q2 and management now expects its Contribution ex-TAC to decline by a high-single-digit percentage in 2026. Lower spending from large enterprise clients and softer fashion, travel and discretionary retail demand are extending the pressure. (Criteo, PPC Land)
Data summarised monthly by Lightyear AI. Last updated on 28 Sept 2026.

Criteo Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Criteo Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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