CRTO
Criteo S.A.20.88
+0.58+2.86%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.05BP/E (TTM)
7.05Basic EPS (TTM)
2.96Dividend Yield
0%Recent Filings
8-K
10-Q
Q3 FY2025 results
Criteo posted solid Q3 results, with revenue up 2% year-over-year to $469.7 million, fueled by 10% growth in Retail Media while Performance Media edged up 1%; gross profit climbed 11% to $256.5 million as traffic acquisition costs dropped 6%. Operating income surged to $51.6 million from $9.6 million, thanks to lower R&D and sales expenses, driving diluted EPS to $0.70 from $0.11—confirmed against 53.8 million shares with no anti-dilution flags. Cash from operations hit $150.5 million year-to-date, yielding free cash flow of $75.2 million after $75.3 million capex (derived), with $255.0 million in cash and full access to a $477.9 million revolver. Share repurchases totaled $115.4 million under the $805.0 million program. Yet regulatory pressures, like ongoing GDPR appeals, linger as a key risk.
8-K
Criteo Q3 beats, redomicile plan
Criteo posted Q3 revenue of $470 million, up 2% year-over-year, with Contribution ex-TAC climbing 8% to $288 million and Adjusted EBITDA surging 28% to $105 million, fueled by robust Retail Media growth. The company unveiled plans to redomicile from France to Luxembourg by Q3 2026, swapping ADSs for direct Nasdaq ordinary shares to slash complexities and boost capital flexibility. Edouard Dinichert joins as Chief Customer Officer on December 1. Strong margins signal execution; redomiciliation hinges on shareholder nod.
10-Q
Q2 FY2025 results
Criteo posted solid Q2 results, with revenue up 2% year-over-year to $482.7 million, fueled by 11% growth in Retail Media while Performance Media edged up 1%; gross profit climbed 11% to $258.5 million as traffic acquisition costs dropped 7%. Operating income dipped to $30.5 million from $36.9 million, pressured by higher R&D spending on AI and a one-time company event, yet diluted EPS held at $0.39 on 55.1 million shares. Cash from operations for the half-year hit $60.9 million, supporting $104.5 million in share repurchases under the $805 million program, leaving $206.0 million in cash and $477.0 million revolver availability. Retail Media's onsite expansion in the U.S. drives momentum. Privacy regulations remain a persistent headwind.
8-K
Criteo lifts 2025 guidance
Criteo reported Q2 2025 revenue of $483 million, up 2% year-over-year, with Contribution ex-TAC rising 9% to $292 million on strong Retail Media growth of 11%. The company raised its full-year outlook to 3-4% Contribution ex-TAC growth and 33-34% Adjusted EBITDA margin, while deploying $104 million on share repurchases in the first half. Leadership promotions bolster AI-driven platform expansion. Yet cash flow dipped negative.
IPO
Website
Employees
Sector
Industry
ADV
Advantage Solutions Inc.
0.84-0.00
CREX
Creative Realities, Inc.
2.74-0.06
HAO
Haoxi Health Technology Limited
1.06+0.02
ILLMF
illumin Holdings Inc.
0.71+0.01
PERI
Perion Network Ltd
9.79-0.01
PGPEF
PUBLICIS GROUPE SA
104.50+0.00
SABOF
Sabio Holdings Inc.
0.15+0.00
SPTY
Specificity, Inc.
0.14+0.01
STGW
Stagwell Inc.
5.52-0.04
WPP
WPP plc
22.08-0.18