Criteo's earnings call highlighted strong performance in Retail Media and successful product launches, supported by solid agency partnerships. However, challenges in the retail sector, decline in ad tech services, and macro environment uncertainties present notable challenges.

Company Guidance -

Q3 2025

In the second quarter of 2025 earnings call, Criteo provided guidance reflecting a positive outlook for the year despite some macroeconomic uncertainties. The company expects contribution ex-TAC to grow by 3% to 4% year-over-year at constant currency, with Performance Media projected to increase by mid-single digits, up from prior expectations of low single-digit growth. Retail Media is anticipated to grow in the low to mid-single digits, excluding the impact of specific client dynamics. Adjusted EBITDA margin is expected to be between 33% and 34% for 2025, with a focus on investing in AI innovation and long-term growth. For Q3 2025, Criteo forecasts contribution ex-TAC of $277 million to $283 million and adjusted EBITDA between $81 million and $87 million, indicating continued investment in high ROI growth areas.

Solid Q2 Performance

Criteo delivered strong Q2 results with revenue of $483 million and contribution ex-TAC of $292 million, representing a 7% year-over-year growth at constant currency.

Retail Media Growth

Retail Media drove close to $400 million in media spend this quarter, up 20% year-over-year with over 4,000 brands globally.

Successful Product Launches

Launch of auction-based display technology in June with 16 retailers already live, expected to double in the coming weeks.

Strong Agency Partnerships

Expanded global partnership with dentsu and renewal with another major holding company, leveraging Criteo's full Commerce Media Platform stack.

Positive Outlook for Performance Media

Performance Media revenue was $422 million with contribution ex-TAC up 6% at constant currency, supported by AI-driven audience modeling technology.

Criteo SA (CRTO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CRTO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	0.93 / -	0.96	―	―	―
Jul 30, 2025	2025 (Q2)	0.71 / 0.92	1.08	-14.81% (-0.16)
May 02, 2025	2025 (Q1)	0.77 / 1.10	0.8	37.50% (+0.30)
Feb 05, 2025	2024 (Q4)	1.35 / 1.75	1.52	15.13% (+0.23)
Oct 30, 2024	2024 (Q3)	0.83 / 0.96	0.71	35.21% (+0.25)
Aug 01, 2024	2024 (Q2)	0.77 / 1.08	0.49	120.41% (+0.59)
May 02, 2024	2024 (Q1)	0.54 / 0.80	0.46	73.91% (+0.34)
Feb 07, 2024	2023 (Q4)	1.23 / 1.52	0.84	80.95% (+0.68)
Nov 02, 2023	2023 (Q3)	0.60 / 0.71	0.53	33.96% (+0.18)
Aug 02, 2023	2023 (Q2)	0.43 / 0.49	0.58	-15.52% (-0.09)

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
Jul 30, 2025	$22.81	$22.97	+0.70%
May 02, 2025	$33.42	$29.47	-11.82%
Feb 05, 2025	$38.40	$45.17	+17.63%
Oct 30, 2024	$42.66	$33.59	-21.26%

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 Oct 29, 2025, Before Open (Confirmed).

What is Criteo SA (CRTO) earnings time?

Criteo SA (CRTO) earnings time is at Oct 29, 2025, 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 2025 (Q3) is 0.93.

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