Criteo S.A. (CRTO) Q1 2026 Earnings Call Transcript
Criteo S.A. (CRTO) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Criteo (CRTO) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Criteo is rated a buy, offering a rebound play amid SMID-cap underperformance and discounted valuation. CRTO's retail media segment leverages deep partnerships with 70% of top U.S. retailers, countering Amazon's DSP threat. Despite flat revenue, client media spend grew 4% y/y and adjusted EBITDA expanded 28% y/y, with margins improving 450 bps.
Criteo ad tech and NetEase gaming benefit from steady economic backdrop and rising tech adoption worldwide.
Criteo S.A. (CRTO) is undervalued, consistently beating earnings estimates and showing improving margins despite market skepticism. CRTO's shift to retail media and partnerships with Google and DoorDash are driving growth and diversifying its revenue streams. The stock trades at a low P/E, with strong balance sheet metrics and persistent outperformance versus sector expectations, supporting a buy rating.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Criteo S.A. ( CRTO ) Q3 2025 Earnings Call October 29, 2025 8:00 AM EDT Company Participants Melanie Dambre - Investor Relations Director Michael Komasinski - CEO & Director Sarah Glickman - CFO & Principal Accounting Officer Todd Parsons - Chief Product Officer & President of Performance Media Conference Call Participants Justin Patterson - KeyBanc Capital Markets Inc., Research Division Ygal Arounian - Citigroup Inc., Research Division Mark Kelley - Stifel, Nicolaus & Company, Incorporated, Research Division Douglas Anmuth - JPMorgan Chase & Co, Research Division Matthew Cost - Morgan Stanley, Research Division Mark Zgutowicz - The Benchmark Company, LLC, Research Division Richard Kramer - Arete Research Services LLP Presentation Operator Good morning, and welcome to Criteo's Third Quarter 2025 Earnings Call.
Although the revenue and EPS for Criteo (CRTO) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Criteo is successfully transitioning from a retargeting business to a diversified commerce media platform, with Retail Media driving structural, high-margin growth. Recent results show broad-based momentum, improved client retention, and a robust pipeline, supporting credible high single-digit topline growth through FY26–27. Margins are set to expand as investments in AI, self-service, and premium formats scale, with operating leverage expected to improve from H2FY25 onward.
Criteo S.A. (NASDAQ:CRTO ) Q2 2025 Earnings Conference Call July 30, 2025 8:00 AM ET Company Participants Melanie Dambre - Investor Relations Director Michael Komasinski - CEO & Director Sarah J.
The headline numbers for Criteo (CRTO) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.