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.
Criteo (CRTO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
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.
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 posted Q1 contribution ex-TAC growth of 7%, which, along with $91 million in adjusted EBITDA, was well above the guidance range. Reduced demand from two large retail media customers led to full-year retail media growth expectations being drastically lowered. Performance media segment growth expectations were maintained, with overall revenue growth for 2025 now expected to be in the low single digits.
CRTO outshines TTD with strong retail media growth, better valuation, and expanding partnerships despite tough ad tech competition.
CRTO is positioned for long-term success due to its focus on high-growth areas, which suggests a compelling entry point in the stock in 2025.
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.
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