Criteo's earnings call highlighted strong financial performance and strategic growth initiatives, particularly in Performance Media and Retail Media. However, challenges persist in ad tech services and the U.S. market, leading to a cautious outlook. The expansion of strategic partnerships and new product launches signal positive momentum, but some industry-specific challenges remain.

Company Guidance

During Criteo's Q2 2025 earnings call, the company provided comprehensive guidance, highlighting several key metrics and strategic initiatives aimed at sustaining growth. Criteo reported a revenue of $483 million and an increase in contribution ex-TAC to $292 million, with a year-over-year growth of 7% at constant currency. The company emphasized its three key levers for growth: cross-channel, full-funnel, and self-service advertising solutions. Performance Media revenue was $422 million, with a contribution ex-TAC up 6% at constant currency. Retail Media, identified as a long-term growth engine, showed a 20% increase in media spend, reaching nearly $400 million. Criteo's Commerce GO! platform experienced a 200% quarter-over-quarter campaign volume growth, driven by AI automation. The company also noted a strong partnership expansion with major agencies like dentsu and WPP, contributing to growth in its Commerce Media Platform. Despite some macroeconomic challenges, Criteo raised its full-year guidance, anticipating a contribution ex-TAC growth of 3% to 4% and an adjusted EBITDA margin of 33% to 34% for 2025. The company plans to invest in high ROI areas, including Agentic AI, while maintaining a strong balance sheet with $746 million in total liquidity.

Strong Q2 Financial Results

Revenue was $483 million, with contribution ex-TAC increasing to $292 million, showing a growth of 7% year-over-year at constant currency.

Performance Media Growth

Revenue for Performance Media was $422 million, with a contribution ex-TAC growth of 6% at constant currency. Campaign volume grew 200% quarter-over-quarter, driven by SMB advertisers and lower churn.

Retail Media Expansion

Retail Media contribution ex-TAC grew by 11% at constant currency, with media spend growing 20% year-over-year. New product launches like shoppable video ads and auction-based display technology are gaining traction.

Strategic Partnerships

Criteo announced an expanded global partnership with dentsu and a renewed partnership with another major holding company, leveraging the complete Commerce Media Platform stack.

Positive Free Cash Flow Outlook

Despite a negative free cash flow of $36 million in Q2 due to seasonality, Criteo anticipates positive free cash flow in the second half of the year with a conversion rate above 45% of adjusted EBITDA.

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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