Criteo

Criteo SA is a global technology company, which specializes in digital performance marketing. The firm enables e-commerce companies to leverage large volumes of granular data to engage and convert their customers. It operates through the following segments: Marketing Solutions and Retail Media. The Marketing Solutions segment allows commerce companies to address multiple marketing goals by engaging their consumers with personalized ads across the web, mobile and offline store environments. The Retail Media segment allows retailers to generate advertising revenues from consumer brands, and/or to drive sales for themselves, by monetizing their data and audiences through personalized ads, either on their own digital property or on the open Internet, that address multiple marketing goals. The company was founded by Jean-Baptiste Rudelle, Franck Le Ouay, Pascal Gauthier, Laurent Quatrefages and Romain Niccoli on November 3, 2005 and is headquartered in Paris, France.

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Criteo reports robust Q4 performance, eyes growth amid challenges

Criteo's Q4 2022 performance reflects strong growth in Retail Media and Commerce Audiences, driving revenue and profitability.
Despite challenges from data privacy and cautious spending, the company remains optimistic about its long-term growth prospects and strategic initiatives.
With a focus on enhancing shareholder value, expanding Retail Media, and leveraging partnerships, Criteo is positioned for growth acceleration in 2023.

Criteo's Q1 2023 earnings show growth in Retail Media and Commerce Audiences, offsetting Retargeting challenges

Criteo's Q1 2023 performance reflects strong growth in Retail Media and Commerce Audiences, offsetting challenges in Retargeting.
Notable wins and increased agency contributions demonstrate strong client relationships and market presence.
Focus on Commerce Media transformation strategy and launch of Commerce Max platform driving growth and optimism for 2023.
Challenges include macroeconomic impacts, evolving market dynamics, and adapting to changes in third-party ID deprecation.

Criteo reports strong Q2 performance and eyes expansion opportunities

Criteo's Q2 2023 performance showcased revenue growth and strategic advancements in Commerce Max and Commerce Grid.
Despite challenges in Marketing Solutions, the company's focus on Retail Media and Commerce Audiences bodes well for future growth.
Partnerships like Uber and the development of Commerce Media division offer promising opportunities for expansion and market reach.
Navigating challenges in the evolving digital advertising landscape requires strategic adjustments and leveraging unique strengths.

Criteo exceeds Q3 expectations, eyes market leadership in Commerce Media

Criteo delivered a strong Q3 performance, surpassing $1 billion in Contribution ex-TAC, with a positive outlook for Q4 despite cautiousness about the holiday season.
The company's strengths lie in its transition to a multi-solution platform, robust growth in Retail Media, and a focus on operational efficiency, while challenges include macroeconomic uncertainties and industry changes.
Opportunities for Criteo include market leadership in Commerce Media, innovation in Commerce Audiences and Retail Media, and readiness for industry shifts towards privacy-focused advertising.

Criteo achieves record growth in Q4 2023 amidst evolving challenges

Criteo's strong financial results in Q4 2023 and full-year performance reflect growth in Retail Media and Marketing Solutions, driven by tech innovation and strategic partnerships.
While facing challenges in privacy regulation changes and declining take rates, the company aims to capitalize on opportunities in CTV, first-party data, and publisher partnerships for future growth.
Overall, Criteo's focus on audience expansion, AI-driven solutions, and market differentiation position it well to navigate industry shifts and drive continued success in 2024 and beyond.

Criteo reports stellar Q1 results, poised for growth amid market shifts

Criteo's Q1 2024 performance reflects strong revenue growth, EBITDA expansion, and strategic stock repurchases, underpinned by leadership in retail and performance media segments.
Despite challenges such as FX drag and evolving market dynamics, Criteo's agility, innovation, and focus on partnerships present opportunities for sustained growth and profitability.
With the cookie deprecation delay, Criteo is poised to leverage its market strengths, drive customer value, and capitalize on industry trends to deliver robust financial performance and shareholder returns.
Confidence in exceeding expectations is driven by Criteo's solid business strategy, commitment to innovation, and proactive approach to addressing challenges and seizing growth opportunities.

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Criteo SA is a global technology company, which specializes in digital performance marketing. The firm enables e-commerce companies to leverage large volumes of granular data to engage and convert their customers. It operates through the following segments: Marketing Solutions, Retail Media, and Iponweb. The Marketing Solutions segment is involved in helping advertisers achieve their customer acquisition and retention goals. The Retail Media segment assists retailers in generating high-margin advertising revenues from brands and agencies looking to address multiple marketing goals. The iponweb segment specializes in building real-time advertising technology and trading infrastructure, delivering advanced media buying, selling, and packaging capabilities for media owners, agencies, performance advertisers, and third-party AdTech platforms. The company was founded by Jean-Baptiste Rudelle, Franck Le Ouay, Pascal Gauthier, Laurent Quatrefages and Romain Niccoli on November 3, 2005, and is headquartered in Paris, France.

Criteo S.A. (NASDAQ:CRTO ) Q2 2023 Earnings Conference Call August 2, 2023 8:00 AM ET Company Participants Melanie Dambre - Vice President, Investor Relations Megan Clarken - Chief Executive Officer Sarah Glickman - Chief Financial Officer Todd Parsons - Chief Product Officer Conference Call Participants Mark Zgutowicz - Rosenblatt Securities Ygal Arounian - Citigroup Doug Anmuth - JPMorgan Mark Kelley - Stifel Matthew Thornton - Truist Securities Brian Fitzgerald - Wells Fargo Tim Nollen - Macquarie Richard Kramer - Arete Research Matthew Cost - Morgan Stanley Operator Good morning, and welcome to Criteo's Second Quarter 2023 Earnings Call.

Criteo S.A. (CRTO) Q2 2023 Earnings Call Transcript

The headline numbers for Criteo S.A. (CRTO) give insight into how the company performed in the quarter ended June 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Criteo S.A. (CRTO) Reports Q2 Earnings: What Key Metrics Have to Say

Q2 Activated Media Spend Up 53% Launched First-ever Supply-side Platform Built for Commerce NEW YORK , Aug. 2, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the commerce media company, today announced financial results for the three and six months ended June 30, 2023.

CRITEO REPORTS STRONG SECOND QUARTER 2023 RESULTS

Integral Ad Science Holding LLC

Marketers gain unprecedented, standardized third-party verification and transparency on ad inventory across Criteo's network of hundreds of retailers NEW YORK , July 25, 2023 /PRNewswire/ --  Integral Ad Science  (Nasdaq: IAS), a leading global media measurement and optimization platform, today announced a new partnership with Criteo (Nasdaq: CRTO), the commerce media company, to enable a first-to-market product for measuring onsite quality metrics for retail media. Through this new integration, IAS will enable viewability and invalid traffic (IVT) measurement for Criteo's network of retail media partners, ensuring that marketers are reaching real users and maximizing engagement across this critical channel.

IAS Expands First-to-Market Retail Media Measurement to Criteo's Commerce Media Platform

I give CRTO a buy rating. Despite a temporary decline in ad spend and revenue growth, CRTO appears to have the right assets and resources to win in cookieless advertising. I consider the management's expectation of solid growth in 2023 under the tough macro situation as a bullish sign.

Criteo: Strong Fundamentals And Enough Upside

NEW YORK , July 19, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the Commerce Media company, will announce its financial results for the second quarter ended June 30, 2023, on Wednesday, August 2, 2023.

CRITEO TO ANNOUNCE SECOND QUARTER 2023 FINANCIAL RESULTS ON AUGUST 2, 2023

Global leader in AI-powered Order-to-Cash solutions , Sidetrade has been selected by global commerce media company, Criteo , for a multi-year agreement.

Sidetrade selected by Criteo to optimize its Order-to-Cash

Omnicom Group

Partnership with the World's Largest Set of Commerce Signals Connects Consumers Across Devices and Channels, Revealing Behaviors and Intent Across the Purchase Process CANNES, France , June 22, 2023 /PRNewswire/ -- Omnicom Media Group, the media services division of Omnicom Group Inc. (NYSE:OMC) today announced a collaboration with Criteo (NASDAQ: CRTO), the global commerce media company with the world's largest set of commerce signals, that will take commerce media to the next level by enabling  high precision, real-time targeting across all commerce channels and devices, and at any point in the purchase process.   The partnership marks the first time that an agency holding company will have access to the high-value signals and performative insights in Criteo's Commerce Grid – the industry's first Supply Side Platform (SSP) purpose-built for commerce – for activation through alternative buying platforms.

Omnicom Media Group Announces First-to-Market Commerce Audience Collaboration with Criteo and Clean Room Provider InfoSum

French advertising technology giant Criteo has been issued with a revised fine of €40 million ($44 million) over failings to garner users' consent around targeted advertising.

Adtech giant Criteo his with revised €40M fine by French data privacy body over GDPR breaches

Omnicom Media Group signs on as exclusive launch partner following successful market test  NEW YORK , June 15, 2023 /PRNewswire/ -- Criteo (Nasdaq: CRTO), the commerce media company, today announced the launch of Commerce Grid, a first-of-its-kind supply-side platform (SSP) purpose-built for agencies and publishers looking to efficiently connect media and commerce with programmatic. Commerce Grid differentiates itself from other SSPs by bringing Criteo's proprietary Commerce Audiences to both buyers and sellers on the supply side for the first time.

Criteo Launches First-ever Supply-side Platform Built for Commerce

NEW YORK , May 10, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the Commerce Media company, today announced that Megan Clarken, CEO, and Sarah Glickman, CFO, will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, May 24, 2023, at 12:00 PM Eastern Time.

CRITEO TO PRESENT AT J.P. MORGAN 51ST TECHNOLOGY, MEDIA & COMMUNICATION CONFERENCE ON MAY 24, 2023

Criteo S.A. (NASDAQ:CRTO ) Q1 2023 Earnings Conference Call May 3, 2023 8:00 AM ET Company Participants Melanie Dambre - Vice President-Investor Relations Megan Clarken - Chief Executive Officer Sarah Glickman - Chief Financial Officer Todd Parsons - Chief Product Officer Conference Call Participants Mark Kelley - Stifel Ygal Arounian - Citigroup Matthew Cost - Morgan Stanley Mark Zgutowicz - Benchmark Company Richard Kramer - Arete Research Tim Nollen - Macquarie Matthew Thornton - Truist Securities Operator Good morning, and welcome to Criteo's First Quarter 2023 Earnings Call.

Criteo S.A. (CRTO) Q1 2023 Earnings Call Transcript

Q1 Activated Media Spend Up 37% Continued Momentum in Retail Media with 200 Retailers Reiterates Full Year 2023 Outlook NEW YORK , May 3, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the commerce media company, today announced financial results for the first quarter ended March 31, 2023.

CRITEO REPORTS FIRST QUARTER 2023 RESULTS

Shopify

With access to Criteo's unique AI and commerce data, Shopify merchants like VRAI  have already achieved 300% ROAS NEW YORK , April 27, 2023 /PRNewswire/ -- Criteo (Nasdaq: CRTO), the commerce media company, today announced the next phase of its integration with Shopify (NYSE: SHOP), a provider of essential internet infrastructure for commerce. For the first time, Criteo and Shopify's thousands of merchants and clients in the U.S. can access the Criteo App on the Shopify App Store thanks to new self-registration capabilities to unlock self-service set-up via the Criteo Commerce Growth Platform.

Criteo Expands Shopify Integration to Drive New Growth for Merchants

Criteo Sees Demand From Major Retailers Aiming For Online Growth.

Criteo Sees Demand From Major Retailers Aiming For Online Growth

NEW YORK , April 20, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the commerce media company, today announced the publication of its 2022 Corporate Social Responsibility Report (CSR Report).

CRITEO PUBLISHES ITS 2022 CORPORATE SOCIAL RESPONSIBILITY REPORT

NEW YORK , April 19, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the Commerce Media company, will announce its financial results for the first quarter ended March 31, 2023, on Wednesday, May 3, 2023.

CRITEO TO ANNOUNCE FIRST QUARTER 2023 FINANCIAL RESULTS ON MAY 3, 2023

Criteo named exclusive partner for ASOS retail media advertising, launching in four markets before expanding to all global territories NEW YORK and LONDON , March 14, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the commerce media company, today announced a retail media advertising partnership with ASOS, the global online fashion destination.

ASOS Selects Criteo to Supercharge its Global Retail Media Business

Acquisition creates a holistic omnichannel media planning and activation platform NEW YORK , March 7, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the commerce media company, today announced its acquisition of Brandcrush, an Australia-based company whose platform enables the buying and selling of omnichannel retail media, including offline media channels.

Criteo Acquires Brandcrush to Accelerate Offline Retail Media Solutions

The consensus price target hints at a 26.3% upside potential for Criteo S.A. (CRTO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Wall Street Analysts Think Criteo S.A. (CRTO) Could Surge 26.34%: Read This Before Placing a Bet

NEW YORK , March 1, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the Commerce Media company, announced today that its Board of Directors has appointed Rik van der Kooi as an observer to the Board.

CRITEO APPOINTS RIK VAN DER KOOI AS BOARD OBSERVER, WITH THE INTENTION TO NOMINATE HIM FOR ELECTION TO ITS BOARD OF DIRECTORS

NEW YORK , Feb. 22, 2023 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the Commerce Media company, today announced that Megan Clarken, CEO, and Sarah Glickman, CFO, will present at the Morgan Stanley Technology, Media & Telecom Conference on Wednesday, March 8, 2023, at 11:35 AM Eastern Time.

CRITEO TO PRESENT AT THE MORGAN STANLEY TECHNOLOGY, MEDIA & TELECOM CONFERENCE ON MARCH 8, 2023

Criteo S.A. (CRTO) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Criteo S.A. (CRTO) Upgraded to Strong Buy: Here's What You Should Know

Some investors reacted to rumors that the company is putting itself up for sale.

Why Criteo Stock Soared 12% This Week

Criteo S.A. (NASDAQ:CRTO ) Q4 2022 Earnings Conference Call February 8, 2022 8:00 AM ET Company Participants Melanie Dambre - Head of IR Megan Clarken - CEO Sarah Glickman - CFO Todd Parsons - Chief Product Officer Conference Call Participants Ygal Arounian - Citi Mark Kelley - Stifel Matthew Cost - Morgan Stanley Richard Kramer - Arete Research Matt Thornton - Truist Securities Katy Ansel - J.P.

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