Criteo SA (CRTO)
NASDAQ:CRTO
Want to see CRTO full AI Analyst Report?
Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.77Last Year’s EPS
0.92Same Quarter Last Year
Moderate Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mix of strategic, product and commercial progress (notably Agentic AI/OpenAI partnership, GO launch, Retail Media product momentum and a record media spend milestone) alongside meaningful near-term financial headwinds (contribution decline driven by two Retail Media client scope reductions, large U.S. client budget softness, EPS compression, and higher CapEx). Management emphasized disciplined execution, strong liquidity, share buybacks and an expectation that underlying growth (excluding known client losses) will reaccelerate later in 2026, but they pushed a return to growth to Q4 and provided a cautiously reduced outlook for 2026.Company Guidance
Media Spend Milestone
Activated media spend topped $1.0 billion in Q1 for the first time, with media spend up 30% year-over-year in the quarter across 4,150 global brands.
Agentic AI Momentum and OpenAI Partnership
Became OpenAI's first ad tech partner; over 1,000 brands live with incremental budgets. Reported that traffic from AI platforms like ChatGPT converts at ~1.5x the rate of other referral channels and highlighted strong early pipeline and agency traction.
GO Self-Service Launch and Early Adoption
Criteo GO launched at the end of Q1 as an AI-powered self-service cross-channel product; more than two-thirds of small-client campaigns in the U.S. are now running through GO, and cross-channel clients spend up to 3x more (case example: Wine Country Gift Baskets saw ROAS +28% and AOV +10%).
Retail Media Underlying Strength
Retail Media underlying contribution ex-TAC grew 24% in Q1 excluding the impact of two previously communicated client scope reductions. Auction-based display adoption expanded to >60 retailers (from 49 last quarter) and shoppable video is scaling quickly.
Positive Profitability and Cash Position
Adjusted EBITDA of $65 million in Q1; operating cash flow $48 million and free cash flow $16 million in a seasonally low quarter. Strong balance sheet with no long-term debt and $889 million in total liquidity as of end of March.
Active Capital Return and Shareholder Actions
Deployed $31 million to repurchase 1.6 million shares in Q1, with $190 million remaining under the repurchase authorization and 1.9 million shares canceled in April to increase repurchase capacity.
Product and Supply-Side Innovation
Launched Page Intelligence (AI layer to balance organic and sponsored content), expanded auction-based display and conquesting capabilities, secured multiyear retailer renewals and added new retail partners (e.g., DoorDash Canada, Hyundai department store APAC).
Guidance for Underlying Growth (Excluding Known Headwinds)
Company expects that excluding the $75 million Retail Media client scope reduction, underlying contribution ex-TAC for 2026 should grow at a mid-single-digit rate, and underlying Retail Media growth (ex-clients) could accelerate toward the high-teens to 20% range.
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 |
|---|---|---|---|
May 06, 2026 | $20.12 | $15.86 | -21.17% |
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% |
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 Aug 05, 2026, Before Open (Confirmed).
What is Criteo SA (CRTO) earnings time?
Criteo SA (CRTO) earnings time is at Aug 05, 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 (Q2) is 0.77.