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Criteo SA (CRTO)
NASDAQ:CRTO
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.57Last Year’s EPS
1.1Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a constructive long-term view supported by record 2025 financials (revenue, margins, cash flow), strong underlying Retail Media and Performance Media traction, and promising AI/agentic proof points (60% uplift in recommendation testing; Go delivering >20% higher ROAS). Near-term headwinds from two retail client scope reductions (≈$75M in 2026), category softness (fashion and department stores), mix-driven take-rate pressure, and increased 2026 investments (higher CapEx and AI spending) temper near-term growth and drive conservative 2026 guidance (flat to +2% contribution ex-TAC). Overall, the fundamentals and product momentum materially outweigh the known, disclosed near-term challenges, and management positioned the company for durable growth beyond the transitional year.Company Guidance
Record 2025 Revenue and Strong Profitability
Revenue of $1.9B in 2025; contribution ex-TAC $1.2B, +3.5% at constant currency; adjusted EBITDA margin of 35%; adjusted net income $253M; adjusted diluted EPS $4.62; free cash flow $211M, +16% YoY (52% of adjusted EBITDA); $891M total liquidity and no long-term debt.
Performance Media Momentum
Performance Media revenue $1.7B and contribution ex-TAC $915M, +4% at constant currency in 2025. Q4 Performance Media revenue $465M and contribution ex-TAC +2% cc. High-growth verticals: Travel +37% and Classifieds +12%; Commerce Growth Solution +5%.
Retail Media Underlying Strength (Excluding Scope Changes)
Retail Media revenue $264M; contribution ex-TAC $260M, +2% cc in 2025. Excluding two clients with scope changes, Retail Media contribution ex-TAC grew 16% in 2025 and 20% in Q4. Auction-based display media spend increased 65% in the quarter; auction-based display now ~21% of on-site media spend (vs 13% last year); 49 retailers live on auction-based display; new wins include Lidl, JB Hi‑Fi and Ulta Beauty.
AI / Agentic Commerce Traction
Agentic recommendation service outperformed baseline LLM recommendations in broad offline testing with ~60% average uplift in prioritizing products most likely to be purchased. Proof of concept with an LLM partner moved into extended testing. 'Go' AI automation: campaigns that include social deliver >20% higher ROAS vs traditional; 37% of Go campaigns include social; in the U.S. half of small-client campaigns now run through Go. Full self-service launch on track for end of Q1.
Strong Cash Returns and Capital Allocation
Generated robust cash: Q4 free cash flow $134M and cash from operations $161M. In 2025 deployed $152M to repurchases (5.4M shares), cancelled 2.2M shares in Q4. Board increased remaining buyback authorization up to $200M.
Holiday & Product Performance Highlights
Media spend grew 25% YoY in Q4 across ~4,100 global brands. Black Friday on-site display spend more than doubled YoY. Shoppable video spend +30% sequentially. Notable off-site result: Cyber Week off-site activation reached 7M Costco shoppers and delivered >2000% ROAS for a large computer brand.
CRTO Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CRTO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 11, 2026 | $19.49 | $18.51 | -5.03% |
Oct 29, 2025 | $20.88 | $22.17 | +6.18% |
Jul 30, 2025 | $22.81 | $22.97 | +0.70% |
May 02, 2025 | $33.42 | $29.47 | -11.83% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Criteo SA (CRTO) report earnings?
Criteo SA (CRTO) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Criteo SA (CRTO) earnings time?
Criteo SA (CRTO) earnings time is at May 06, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CRTO EPS forecast?
CRTO EPS forecast for the fiscal quarter 2026 (Q1) is 0.57.