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.
Mark Kelley
Stifel, Nicolaus & Company, Incorporated
4 questions for CRTO
Also covers: DV, ETSY, IAS +6 more
Mark Zgutowicz
The Benchmark Company
4 questions for CRTO
Also covers: CART, DASH, GDDY +7 more
Ygal Arounian
Citigroup
4 questions for CRTO
Also covers: ANGI, BARK, BMBL +13 more
Alec Brondolo
Wells Fargo
3 questions for CRTO
Also covers: APP, COMP, DV +5 more
Brian Pitz
BMO Capital Markets
3 questions for CRTO
Also covers: DKNG, DV, IAS +3 more
Justin Patterson
KeyBanc Capital Markets
3 questions for CRTO
Also covers: ABNB, ANGI, CART +12 more
Richard Kramer
Arete Research
3 questions for CRTO
Also covers: AAPL, ERIC, NOK +2 more
Bryan Smilek
JPMorgan Chase & Co.
2 questions for CRTO
Also covers: CHGG, COUR, DUOL +4 more
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
Tim Nollen
Macquarie Group
1 question for CRTO
Also covers: DIS, IPG, MGNI +2 more
Tom White
D.A. Davidson & Co.
1 question for CRTO
Also covers: CARG, CARS, EXPI +2 more
Recent press releases and 8-K filings for CRTO.
Criteo Reports Strong Q3 2025 Results, Updates Guidance, and Announces Re-domiciliation Plans
CRTO
Earnings
Guidance Update
Delisting/Listing Issues
- Criteo delivered strong Q3 2025 financial results, with contribution ex-TAC increasing 6% year-over-year at constant currency to $288 million and adjusted diluted EPS growing 36% year-over-year to $1.31. Free cash flow also saw significant growth, up 74% year-over-year to $67 million.
- The company reaffirmed its full-year contribution ex-TAC guidance for 3%-4% growth year-over-year at constant currency and raised its adjusted EBITDA margin guidance to approximately 34% for 2025.
- A new API integration with Google is live, which is expected to unlock an estimated $172 billion in addressable spend for retail media, serving as a multi-year growth driver starting in 2026.
- Criteo announced its intention to re-domicile to Luxembourg by Q3 2026, with a subsequent move to the United States potentially by Q1 2027, aiming to enhance capital management flexibility and broaden its shareholder base.
- For Q4 2025, the company expects contribution ex-TAC between $325 million and $331 million, down 3%-5% at constant currency, partly due to anticipated lower retail media revenue from scope changes with two clients and the absence of one-time tiered fees. This is expected to result in a $75 million headwind in 2026, with Q1 2026 projected as the low point.
Oct 29, 2025, 12:00 PM
Criteo Reports Strong Q3 2025 Results, Announces Luxembourg Re-domiciliation, and Updates 2025 Guidance
CRTO
Earnings
Guidance Update
New Projects/Investments
- Criteo delivered strong Q3 2025 financial results, with contribution ex-TAC increasing 6% year over year at constant currency to $288 million and adjusted EBITDA up 28% year over year to $105 million, achieving a 36% margin. Adjusted diluted EPS grew 36% year over year to $1.31, and free cash flow was $67 million, up 74% year over year.
- Retail media continues to be a powerful growth engine, with media spend growing 26% year over year to over $450 million. The new API integration with Google is live, providing access to an estimated $172 billion in addressable spend, which is expected to be a multi-year growth driver starting in 2026.
- The company announced its intention to re-domicile to Luxembourg and replace its current ADS structure with a direct listing of ordinary shares on Nasdaq, aiming to unlock shareholder value and enhance capital allocation flexibility.
- For the full year 2025, Criteo reaffirmed its contribution ex-TAC growth guidance of 3% to 4% year over year at constant currency and raised its adjusted EBITDA margin guidance to approximately 34%. The company anticipates a $75 million headwind in 2026 from tiered fees with its largest retailer, with Q1 2026 expected to be the low watermark.
Oct 29, 2025, 12:00 PM
Criteo Reports Strong Q3 2025 Performance and Positive Outlook
CRTO
Earnings
Guidance Update
Share Buyback
- Criteo delivered strong Q3 2025 financial results, with Contribution ex-TAC increasing 6% year-over-year to $288 million and Adjusted EBITDA growing 28% to $105 million, achieving a 36% margin which was above guidance.
- Profitability saw significant gains, with Non-GAAP Diluted EPS up 36% to $1.31 and Net Income increasing 552% to $40 million. Both Retail Media and Performance Media segments contributed to growth, with Contribution ex-TAC up 11% and 5% respectively.
- The company maintains a robust balance sheet with $296 million in cash and cash equivalents as of September 2025, no long-term debt, and $104 million remaining on its share repurchase authorization.
- Criteo provided a positive outlook, targeting FY 2025 Contribution ex-TAC growth of +3% to +4% at constant currency and guiding Q4 2025 Contribution ex-TAC between $325 million and $331 million.
Oct 29, 2025, 12:00 PM
Criteo Reports Strong Q3 2025 Results, Raises Margin Outlook, and Announces Redomiciliation Plan
CRTO
Earnings
Guidance Update
Delisting/Listing Issues
- Criteo reported strong Q3 2025 financial results, with revenue increasing 2% year-over-year to $470 million, net income rising 552% to $40 million, and diluted EPS reaching $0.70.
- The company raised its full-year 2025 Adjusted EBITDA margin outlook to approximately 34% of Contribution ex-TAC, up from the previous guidance of 33% to 34%.
- Criteo announced its intention to redomicile to Luxembourg and list ordinary shares directly on Nasdaq, a strategic move expected to simplify its corporate structure and increase capital management flexibility, with completion anticipated in Q3 2026.
- Contribution ex-TAC increased 8% year-over-year to $288 million in Q3 2025, and the company deployed $115 million for share repurchases in the first nine months of 2025.
Oct 29, 2025, 11:12 AM
Criteo Announces Intention to Redomicile to Luxembourg and List Ordinary Shares on Nasdaq
CRTO
Delisting/Listing Issues
Share Buyback
New Projects/Investments
- Criteo S.A. (NASDAQ: CRTO) announced its intention to transfer its legal domicile from France to Luxembourg via a cross-border conversion, expected to be completed in the third quarter of 2026.
- This move will replace its American Depositary Shares (ADSs) structure with ordinary shares directly listed on Nasdaq.
- The company anticipates this will simplify its corporate structure, provide greater capital management flexibility for share repurchases, and enable potential inclusion in U.S. stock indices.
- The Conversion is subject to shareholder approval by a two-thirds majority of votes cast.
Oct 29, 2025, 11:01 AM
Criteo Reports Strong Q3 2025 Results and Raises Full-Year Margin Outlook
CRTO
Earnings
Guidance Update
Delisting/Listing Issues
- Criteo reported strong Q3 2025 financial results, with revenue increasing 2% year-over-year to $470 million, net income surging 552% to $40 million, and Adjusted EBITDA growing 28% to $105 million.
- The company raised its full-year 2025 Adjusted EBITDA margin outlook to approximately 34% of Contribution ex-TAC, up from the previous guidance of 33% to 34%.
- Criteo announced its intention to redomicile to Luxembourg and replace its American Depositary Shares (ADS) structure with ordinary shares to be directly listed on Nasdaq, with completion expected in Q3 2026.
- For the first nine months of 2025, Criteo deployed $115 million for share repurchases.
Oct 29, 2025, 11:00 AM
Criteo and DoorDash Sign Multi-Year Partnership
CRTO
New Projects/Investments
Revenue Acceleration/Inflection
- Criteo and DoorDash have announced a new multi-year partnership to expand retail media access.
- Criteo will serve as an extension of DoorDash's U.S. ad sales team, collaborating with brands and agencies to scale advertising across DoorDash's marketplace for grocery, convenience, and other non-restaurant retailers.
- Advertisers working with Criteo will gain access to DoorDash ad formats, including on-site video, display banners, Sponsored Product, and Sponsored Brands, as well as off-site channels across display, video, search, and social.
- The partnership aims to help advertisers reach consumers more effectively, drive measurable sales, and influence incremental trips within the fast-growing retail media segment.
Oct 6, 2025, 10:00 AM
Quarterly earnings call transcripts for Criteo.
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