Financial PerformanceCRTO's performance in the second quarter was better than expected, with a modest increase in revenue and adjusted EBITDA forecasts.
Growth OpportunitiesCriteo appears well-positioned against a large $50 billion Retail Media SAM, with meaningful growth opportunities from Retail Media and Performance Media moving forward.
Market DemandThere is strong demand for Criteo's auction-based display, which is expected to support higher market rates for its offerings.