Earnings summaries and quarterly performance for Criteo.
Executive leadership at Criteo.
Board of directors at Criteo.
Research analysts who have asked questions during Criteo earnings calls.
MZ
Mark Zgutowicz
The Benchmark Company
6 questions for CRTO
Also covers: CART, DASH, GDDY +7 more
Justin Patterson
KeyBanc Capital Markets
5 questions for CRTO
Also covers: ABNB, ANGI, CART +15 more
MK
Mark Kelley
Stifel, Nicolaus & Company, Incorporated
5 questions for CRTO
Also covers: DV, ETSY, IAS +6 more
Richard Kramer
Arete Research
5 questions for CRTO
Also covers: AAPL, ERIC, NOK +2 more
Ygal Arounian
Citigroup
4 questions for CRTO
Also covers: ANGI, BARK, BMBL +13 more
AB
Alec Brondolo
Wells Fargo
3 questions for CRTO
Also covers: APP, COMP, DV +6 more
Brian Pitz
BMO Capital Markets
3 questions for CRTO
Also covers: DKNG, DV, IAS +3 more
TN
Tim Nollen
Macquarie Group
3 questions for CRTO
Also covers: APP, DIS, DV +5 more
TW
Tom White
D.A. Davidson & Co.
3 questions for CRTO
Also covers: CARG, CARS, EXPI +2 more
BS
Bryan Smilek
JPMorgan Chase & Co.
2 questions for CRTO
Also covers: CHGG, COUR, DUOL +4 more
TW
Thomas White
D.A. Davidson & Co.
2 questions for CRTO
Also covers: ABNB, BKNG, CARS +5 more
Maggie Hoffman
JPMorgan Chase & Co.
1 question for CRTO
Also covers: RDDT, ZIP
MK
Mark Kelly
Stifel
1 question for CRTO
Recent press releases and 8-K filings for CRTO.
Criteo S.A. Receives Proxy Firm Support for Redomiciliation to Luxembourg
CRTO
Proxy Vote Outcomes
Delisting/Listing Issues
- Two leading independent proxy advisory firms, Glass Lewis & Co., LLC and Institutional Shareholder Services, Inc. (ISS), recommend that shareholders vote "FOR" the proposed transfer of Criteo S.A.'s legal domicile from France to Luxembourg.
- The proposal includes replacing the company's American Depositary Shares (ADSs) structure with ordinary shares to be directly listed on Nasdaq.
- A general meeting of shareholders is scheduled for February 27, 2026, at 10:00 a.m. Paris time, to obtain approval for the Conversion and related proposals.
- Criteo's Board of Directors believes the redomiciliation will enhance shareholder value by positioning the company for potential inclusion in U.S. indices, providing greater capital management flexibility, and eliminating ADS-related fees and complexities.
- The expected timing for completion of the Conversion is the third quarter of 2026, subject to shareholder approval and other customary conditions.
Feb 13, 2026, 10:01 PM
Criteo receives proxy firm recommendations for redomiciliation to Luxembourg
CRTO
Proxy Vote Outcomes
Delisting/Listing Issues
- Leading independent proxy advisory firms, Glass Lewis & Co., LLC and Institutional Shareholder Services, Inc. (ISS), recommend that shareholders vote "FOR" all proposals related to Criteo S.A.'s proposed transfer of its legal domicile from France to Luxembourg and the replacement of its American Depositary Shares structure with ordinary shares to be directly listed on Nasdaq.
- A general meeting for shareholder approval of the Conversion and related proposals is scheduled for February 27, 2026, at 10:00 a.m. Paris time.
- Criteo's Board of Directors believes the Conversion will enhance shareholder value by positioning the company for potential inclusion in certain U.S. indices, providing greater capital management flexibility, and eliminating fees and complexities associated with ADSs.
- The expected timing for completion of the Conversion remains the third quarter of 2026, subject to shareholder approval and other customary conditions.
Feb 13, 2026, 10:00 PM
Criteo Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook
CRTO
Earnings
Guidance Update
New Projects/Investments
- Criteo reported Q4 2025 revenue of $541 million and full-year 2025 revenue of $1.9 billion, with full-year Contribution ex-TAC growing 3.5% at constant currency to $1.2 billion and an Adjusted EBITDA margin of 35%.
- For Q4 2025, Contribution ex-TAC was $330 million, down 4% at constant currency, impacted by a $25 million headwind from two retail media clients. Diluted EPS was $0.90 and Adjusted Diluted EPS was $1.30.
- The company provided 2026 guidance for Contribution ex-TAC to be flat to up 2% at constant currency, noting a $75 million headwind from retail media client scope reductions, but underlying Contribution ex-TAC is expected to grow high single digits. Q1 2026 Contribution ex-TAC is projected at $245 million-$250 million, down 9%-11% at constant currency.
- Criteo is strategically investing in agentic commerce and AI innovation, with new initiatives like an agentic commerce recommendation service and scaling its AI-powered performance engine. The board increased the share buyback authorization to up to $200 million.
Feb 11, 2026, 1:00 PM
Criteo Reports Solid Q4 and Full-Year 2025 Results, Provides 2026 Outlook
CRTO
Earnings
Guidance Update
New Projects/Investments
- Criteo reported solid financial performance for 2025, with Contribution ex-TAC reaching $1.175 billion, an increase of +3.5% year-over-year, and an adjusted EBITDA margin of 35%, surpassing guidance.
- For Q4 2025, the company delivered Contribution ex-TAC of $330 million and adjusted EBITDA of $120 million, both aligning with or exceeding guidance.
- Looking ahead to 2026, Criteo targets flat to +2% growth in Contribution ex-TAC at constant currency for the full year, with an underlying high-single-digit growth excluding a $75 million Retail Media headwind.
- Q1 2026 Contribution ex-TAC is projected to be $245 million to $250 million, representing an expected low point for the year, influenced by $27 million in Retail Media headwinds.
- The company is strategically focused on Agentic Commerce and scaling its AI-powered performance engine across channels to drive future growth.
Feb 11, 2026, 1:00 PM
Criteo Reports Q4 and Full Year 2025 Results, Provides 2026 Outlook
CRTO
Earnings
Guidance Update
New Projects/Investments
- Criteo delivered record financial results for fiscal year 2025, with revenue of $1.9 billion and contribution ex-TAC growing 3.5% at constant currency to $1.2 billion. The company achieved an Adjusted EBITDA margin of 35% and Adjusted diluted EPS of $4.62.
- For Q4 2025, revenue was $541 million and contribution ex-TAC was $330 million, including an $8 million foreign currency tailwind. Adjusted EBITDA for the quarter was $120 million, and adjusted diluted EPS was $1.30.
- The company provided 2026 guidance, expecting Contribution ex-TAC to be flat to up 2% at constant currency, which includes a $75 million headwind from retail media client scope reductions. Excluding this impact, underlying Contribution ex-TAC is projected to grow high single digits. The Adjusted EBITDA margin is anticipated to be 32%-34%.
- Criteo is strategically investing in Agentic Commerce and AI innovation, with initiatives such as developing an Agentic Commerce recommendation service and scaling its AI-powered performance engine. The Go self-service offering is on track for a full launch at the end of Q1 2026.
- The board increased the share buyback authorization to up to $200 million. The redomiciliation process to Luxembourg is progressing as planned for completion in Q3 2026, with a further redomiciliation to the United States planned for Q1 2027.
Feb 11, 2026, 1:00 PM
Criteo Reports Q4 and Full-Year 2025 Results, Provides 2026 Outlook
CRTO
Earnings
Guidance Update
New Projects/Investments
- Criteo reported full-year 2025 revenue of $1.9 billion and Adjusted Diluted EPS of $4.62, with free cash flow reaching $211 million.
- In Q4 2025, revenue was $541 million and Adjusted Diluted EPS was $1.30, impacted by a $25 million headwind in retail media due to client scope changes.
- For 2026, the company anticipates full-year Contribution ex-TAC to be flat to up 2% at constant currency, reflecting a $75 million headwind from retail media client scope reductions, with Q1 2026 projected as the lowest point.
- Criteo is strategically investing in Agentic Commerce and AI innovation to scale its performance engine and strengthen retail media leadership.
- The board increased the share buyback authorization to up to $200 million, with $67 million remaining as of December 31, 2025.
Feb 11, 2026, 1:00 PM
Criteo Reports Fourth Quarter and Full Year 2025 Results
CRTO
Earnings
Guidance Update
Share Buyback
- Criteo reported Q4 2025 revenue of $541 million, a 2% decrease year-over-year, and net income of $46 million, a 36% decrease year-over-year. For the full year 2025, revenue increased 1% to $1,945 million and net income increased 30% to $149 million.
- The company deployed $152 million to repurchase shares in 2025, and the remaining share buyback authorization was increased up to $200 million.
- For fiscal year 2026, Criteo expects Contribution ex-TAC growth of flat to +2% at constant currency and an Adjusted EBITDA margin of approximately 32% to 34% of Contribution ex-TAC.
- Criteo's Board of Directors approved the previously announced transfer of the company's legal domicile from France to Luxembourg, with a shareholder meeting scheduled for February 27, 2026, and expected completion in Q3 2026.
Feb 11, 2026, 12:11 PM
Criteo Reports Fourth Quarter and Fiscal Year 2025 Results
CRTO
Earnings
Share Buyback
Guidance Update
- Criteo announced Q4 2025 revenue of $541 million and full-year 2025 revenue of $1.945 billion, with full-year revenue increasing 1% year-over-year.
- Net Income for Q4 2025 was $46 million (diluted EPS of $0.90) and for the full year 2025 was $149 million (diluted EPS of $2.64).
- The company deployed $152 million to repurchase shares in 2025 and increased its remaining share repurchase authorization to up to $200 million.
- For Q1 2026, Criteo expects Contribution ex-TAC between $245 million and $250 million and Adjusted EBITDA between $50 million and $55 million.
- Criteo's Board approved the transfer of its legal domicile to Luxembourg, with shareholder approval scheduled for February 27, 2026, and expected completion in Q3 2026.
Feb 11, 2026, 12:00 PM
Criteo Introduces Agentic Commerce Recommendation Service
CRTO
Product Launch
New Projects/Investments
- Criteo (NASDAQ: CRTO) introduced its Agentic Commerce Recommendation Service on February 5, 2026, aimed at powering AI shopping assistants with accurate, relevant product recommendations.
- The service leverages Criteo's commerce intelligence, including 720 million daily shoppers, $1 trillion in annual transactions, and 4.5 billion product SKUs, to achieve up to a 60% improvement in recommendation relevancy compared to third-party approaches.
- It functions by directly connecting AI-powered shopping assistants with merchant inventory and applying real-world shopping and purchase signals to filter and rank products, delivering curated, transaction-ready recommendations.
- Criteo began testing the service with a major LLM platform in 2025 and is expanding testing to additional LLM platforms, retailers, and brands.
Feb 5, 2026, 12:00 PM
Criteo Board Approves Luxembourg Redomiciliation Plan
CRTO
Proxy Vote Outcomes
Delisting/Listing Issues
- Criteo S.A.'s Board of Directors has approved the proposed transfer of its legal domicile from France to Luxembourg via a cross-border conversion.
- This conversion will replace the company's American Depositary Shares (ADSs) structure with ordinary shares to be directly listed on Nasdaq.
- A general meeting of shareholders is scheduled for February 27, 2026, to obtain approval for the Conversion and related proposals.
- The expected completion of the Conversion is in the third quarter of 2026, subject to shareholder approval and other customary conditions.
Jan 7, 2026, 12:12 PM
Quarterly earnings call transcripts for Criteo.
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