{"filings":[{"id":93793,"accession_number":"0001576427-26-000043","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Criteo Q1 revenue $425M (-6%), adj EBITDA $65M (-30%), Retail Media -32%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $425M, down 6% YoY; gross profit $223M (-6%); net income $9M (-79%) or $0.15 diluted EPS.","Contribution ex-TAC $250M (-5%, -9% constant currency); Retail Media down 32% due to scope changes with 2 clients.","Adjusted EBITDA $65M (-30%); adjusted diluted EPS $0.73 vs $1.10; FCF $16M (-65%).","Deployed $31M on share repurchases in Q1; shareholder approval to redomicile to Luxembourg, expected Q3 2026.","CFO cites macro volatility, Middle East tensions, and lower US Performance Media budgets impacting Q2 outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":0.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":424639000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":93792,"accession_number":"0001576427-26-000037","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Criteo reduces share capital by cancelling 1.93M shares, amends bylaws","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Share capital reduced to €1,343,222.375 from €1,391,497.375, a decrease of €48,275.","Total shares outstanding cut from 55,659,895 to 53,728,895, a reduction of 1,931,000 shares.","Board approved the amendment on April 28, 2026; updated bylaws filed as Exhibit 3.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105714,"accession_number":"0001576427-26-000020","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2026-02-27T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Criteo shareholders approve redomiciliation from France to Luxembourg, expected Q3 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved the conversion with 50,511,371 votes for, 114,993 against, 37,908 abstentions.","Company expects to complete cross-border conversion to Luxembourg in Q3 2026, subject to conditions.","Post-conversion, ordinary shares will be directly listed on Nasdaq, replacing ADS structure.","Benefits cited: potential U.S. index inclusion, greater capital management flexibility, and elimination of ADS fees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105713,"accession_number":"0001576427-26-000007","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2026-02-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Glass Lewis and ISS recommend Criteo shareholders vote FOR redomiciliation to Luxembourg","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Glass Lewis and ISS both recommend voting FOR all proposals on the cross-border conversion from France to Luxembourg.","Shareholder meeting scheduled for February 27, 2026 at 10:00 a.m. Paris time.","Redomiciliation also includes replacing ADS structure with ordinary shares directly listed on Nasdaq.","Expected completion in Q3 2026, subject to shareholder and regulatory approval.","Benefits cited: potential US index inclusion, capital management flexibility, elimination of ADS fees."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105712,"accession_number":"0001576427-26-000004","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2026-02-11T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Criteo Q4 2025: Revenue $541M (-2% YoY), adj. EPS $1.30 (-26%); Board boosts buyback auth. to $200M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net income $46M ($0.90 diluted EPS) vs $72M ($1.23) a year ago; adjusted diluted EPS $1.30 vs $1.75.","Contribution ex-TAC $330M (-1% YoY); Retail Media Contribution ex-TAC down 18% on scope changes with two clients.","Full year 2025 revenue $1.945B (+1%), net income $149M (+30%), adjusted EBITDA $407M (+4%).","Deployed $152M on share repurchases in 2025; Board increased remaining authorization to up to $200M.","Board approved redomiciliation to Luxembourg with shareholder vote Feb 27, 2026; direct listing planned."],"consensus_eps_estimate":null,"consensus_eps_actual":2.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":1944901000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":105711,"accession_number":"0001193125-26-005427","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2026-01-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Criteo Board approves redomiciliation to Luxembourg; shareholder meeting set for Feb 27, 2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved cross-border conversion from France to Luxembourg, replacing ADS with ordinary shares directly listed on Nasdaq.","Shareholder meeting on Feb 27, 2026 at 10:00 a.m. Paris time to approve conversion and related proposals.","Record dates: ordinary shareholders Feb 25, 2026; ADS holders Jan 20, 2026.","Completion expected in Q3 2026, subject to shareholder approval and other conditions.","Subsequent redomiciliation to US may follow if Board determines beneficial."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121986,"accession_number":"0001576427-25-000120","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Criteo amends bylaws to reduce share capital and share count by ~3.8%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board amended Article 6 of bylaws on December 4, 2025, effective December 8, 2025.","Share capital decreased from €1,443,620.975 to €1,391,497.375.","Number of shares reduced from 57,744,839 to 55,659,895 (par value €0.025 each).","Reduction represents a cancellation of approximately 2.1 million shares.","No change to fiscal year or other corporate governance provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":121985,"accession_number":"0001193125-25-254634","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Criteo Q3 beats with adj. EPS $1.31, revenue $470M; plans redomicile to Luxembourg and direct listing on Nasdaq","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 revenue $470M (+2% YoY), gross profit $256M (+11%), net income $40M ($0.70 GAAP EPS).","Adjusted EBITDA $105M (+28%), adjusted diluted EPS $1.31 (+36%), raises full-year margin outlook.","Plans to redomicile from France to Luxembourg via cross-border conversion, expected completion Q3 2026, subject to shareholder approval.","Will replace ADS structure with ordinary shares directly listed on Nasdaq; potential subsequent transfer to U.S.","Appoints Amazon veteran Edouard Dinichert as Chief Customer Officer effective Dec 1, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138696,"accession_number":"0001576427-25-000102","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Criteo Q2 2025 revenue up 2% to $483M, raises full-year outlook, $104M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $483M (+2% YoY), gross profit $259M (+11%), Contribution ex-TAC $292M (+9%).","Adjusted EBITDA $89M (-4% YoY) but full-year 2025 guidance raised; adjusted diluted EPS $0.92.","Deployed $104M for share repurchases in H1 2025; cash & marketable securities $241M.","Retail Media Contribution ex-TAC +11% YoY constant currency, Performance Media +6%.","Todd Parsons promoted to CPO & President Performance Media; Sherry Smith President Retail Media; Stefanie Jay appointed to Board."],"consensus_eps_estimate":null,"consensus_eps_actual":1.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":934105000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":138695,"accession_number":"0001576427-25-000087","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2025-07-01T23:59:59+00:00","items":["2.02","5.02"],"status":"ready","headline":"Criteo CRO and President of Retail Media Brian Gleason resigns effective July 29, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Gleason resigns to become CEO at a private company; effective July 29, 2025.","Company expresses confidence in execution and strategy; no replacement named.","Q2 2025 financial results to be announced on July 30, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156143,"accession_number":"0001576427-25-000081","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2025-06-16T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Criteo shareholders approve all 27 resolutions at 2025 AGM, including director renewals and bylaw amendments","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Renewed Rachel Picard, Nathalie Balla, Frederik van der Kooi as directors; appointed Stefanie Jay and ratified Michael Komasinski.","Approved advisory say-on-pay for NEOs (52.1M for, 1.1M against).","Approved amendment to Article 19 of bylaws (shareholder meetings) with 38.5M for, 14.6M against.","Approved stock plan extension (51.0M for, 2.2M against) and capital delegation resolutions.","Approved change of statutory auditor to Nexbonis Advisory."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":156142,"accession_number":"0001576427-25-000070","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2025-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Criteo Q1 earnings beat but largest Retail Media client to curtail services from Nov 2025","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenue $451M (flat YoY), gross profit $237M (+9%), Contribution ex-TAC $264M (+4%, +7% cc).","GAAP diluted EPS $0.66 vs $0.12 YoY; adjusted diluted EPS $1.10 vs $0.80 (+38%).","Adjusted EBITDA $92M (+30%), margin 35% vs 28%; Free Cash Flow $45M vs $1M.","Deployed $56M in share repurchases in Q1; total liquidity ~$810M.","Largest Retail Media client will curtail services from Nov 1, 2025, reducing expected revenue; multi-year platform contract continues."],"consensus_eps_estimate":null,"consensus_eps_actual":0.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":451434000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174587,"accession_number":"0001576427-25-000042","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Criteo amends bylaws to reflect issuance of 1,098 new shares, capital up €27.45","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Share capital increased from €1,443,593.525 to €1,443,620.975, adding €27.45.","Number of outstanding ordinary shares increased from 57,743,741 to 57,744,839.","Amendment effective February 28, 2025; no change to fiscal year."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174586,"accession_number":"0001576427-25-000012","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2025-02-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Criteo Reports Record Q4 2024 Results and Appoints Michael Komasinski as CEO","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 revenue $553M (down 2% YoY), gross profit $301M (up 9%), net income $72M (up 16%), adjusted EBITDA $144M (up 4%).","Full year 2024 contribution ex-TAC grew 10% to $1.1B, adjusted EBITDA margin expanded 500 bps to 35%.","Deployed record $225M for share repurchases in 2024; remaining authorization up to $200M.","Appointed Michael Komasinski as CEO effective Feb 15, 2025, succeeding retiring Megan Clarken.","2025 outlook targeting mid-single-digit growth; Retail Media contribution ex-TAC grew 25% in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":1933289000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":174585,"accession_number":"0001576427-25-000004","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2025-01-14T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Criteo appoints Michael Komasinski as CEO effective Feb 15, 2025, succeeding retiring Megan Clarken","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael Komasinski appointed CEO effective Feb 15, 2025; Megan Clarken retires and stays as senior advisor for transition.","Komasinski, 54, was CEO of the Americas and President of Global Data & Technology at dentsu, leading over 14,000 staff.","Compensation: $750k base salary, target bonus 100% of base, sign-on cash $1M, sign-on equity $2M, annual equity $5M.","Sign-on equity is 30% RSUs, 70% PSUs (35% financial, 35% TSR-based); annual equity same mix.","Komasinski has over 20 years in AdTech, led AI transformation at dentsu, and holds board seats on Ad Council, Meta, and Microsoft advisory boards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191545,"accession_number":"0001576427-24-000151","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Criteo reduces share capital by ~2% through bylaw amendment effective Dec 9, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board amended by-laws to reduce share capital from €1,475,775 to €1,443,594, effective Dec 9, 2024.","Shares outstanding reduced from 59,031,001 to 57,743,741 (decrease of ~1.29M shares).","Par value per share unchanged at €0.025.","No other material changes in bylaws disclosed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":191544,"accession_number":"0001576427-24-000121","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Criteo Q3 2024: Adj. EPS $0.96 beats $0.71; Retail Media Contribution ex-TAC up 23%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $459M (-2% YoY), gross profit $232M (+13%), Contribution ex-TAC $266M (+8%).","Adjusted EBITDA $82M (+20% YoY, margin 31%), adjusted diluted EPS $0.96 (+35%).","Retail Media Contribution ex-TAC grew 23% (cc) to $266M; Performance Media +5%.","Free cash flow $39M; expect to return $180M capital to shareholders in 2024.","Management reiterates double-digit growth and margin expansion for FY 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":1380254000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208022,"accession_number":"0001576427-24-000103","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-08-26T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Criteo CEO Megan Clarken to retire; board initiates CEO search with Heidrick & Struggles","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Megan Clarken to retire as CEO within 12 months; will stay until successor named and then serve as senior advisor.","Board engaged Heidrick & Struggles to conduct internal and external CEO search.","Transition Phase 1 (full-time): base salary + prorated 2025 bonus; Phase 2 (ad-hoc): $10,000/mo salary.","Equity awards continue vesting through Phase 2; no new long-term incentive grants in 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":208021,"accession_number":"0001576427-24-000096","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Criteo Q2 beats: Revenue $471M, Adj EBITDA up 67% to $93M; raises FY2024 outlook","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $471M (+1% YoY, +3% cc); Gross profit $233M (+17%, margin 49% vs 43%).","Adjusted EBITDA $93M (+67% YoY); Adjusted diluted EPS $1.08 vs $0.53, doubling.","Retail Media Contribution ex-TAC +24% YoY (cc); Performance Media +11% cc.","Raises full-year 2024 guidance; announces Retail Media Investor Update on Nov 18.","Free cash flow $(4)M (improved from $(44)M); trailing 12-month FCF $142M; $102M buybacks."],"consensus_eps_estimate":null,"consensus_eps_actual":0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":921362000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225559,"accession_number":"0001576427-24-000084","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-06-26T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Criteo shareholders approve all 23 resolutions at 2024 AGM, including director elections and advisory vote on exec pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Renewed directors Megan Clarken (55.8M for), Marie Lalleman (53.2M for), and Edmond Mesrobian (55.7M for); appointed Ernst Teunissen as director.","Non-binding advisory vote on executive compensation passed: 49.5M for, 6.4M against (88.5% approval).","Approved delegation for stock buyback, share cancellation, and RSU grants (time-based and performance-based) without preferential rights.","Statutory and consolidated financial statements for FY2023 approved, with over 55.7M votes in favor for each.","Authorized board to increase capital via public offerings, private placements, and employee savings plans, with overall limits approved."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225558,"accession_number":"0001576427-24-000061","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Criteo posts Q1 net income $9M, raises FY2024 outlook; adjusted EBITDA up 83%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $450M (+1% YoY); gross profit $217M (+20%); Contribution ex-TAC $254M (+15% at cons. curr.)","Adjusted EBITDA $71M (margin 28% vs 18% YoY); adjusted diluted EPS $0.80 (vs $0.50)","Retail Media Contribution ex-TAC +34% constant currency; Performance Media +13% constant currency","Deployed $62M on share repurchases in Q1; plans to return $150M to shareholders in 2024","Raised full-year 2024 guidance; nominated Ernst Teunissen to board"],"consensus_eps_estimate":null,"consensus_eps_actual":0.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":450055000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225557,"accession_number":"0001576427-24-000050","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Criteo amends bylaws to reduce share capital by ~2.13M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Share capital reduced from €1,529,141.575 to €1,475,775.025, effective April 25, 2024.","Total shares outstanding decreased from 61,165,663 to 59,031,001 (par value €0.025 each).","Amendment reflects cancellation of shares (implied share buyback).","No impact on trading or other operations; remaining capital structure unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":225556,"accession_number":"0001576427-24-000039","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-04-16T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Criteo nominates Ernst Teunissen to board; James Warner not standing for re-election; plans record $150M buyback","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Ernst Teunissen, former TripAdvisor CFO, nominated as independent director at Criteo's June 25, 2024 AGM.","James Warner will not stand for re-election; departure not due to any disagreement with the company.","Criteo expects to return a record $150M of capital to shareholders in 2024 via stock buybacks.","Company plans Retail Media business investor update in fall 2024.","Petrus Advisers, a shareholder, supports the board nomination and capital return acceleration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244719,"accession_number":"0001576427-24-000029","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-03-04T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Criteo recasts 2022-2023 segment data; new structure: Retail Media and Performance Media","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Effective Q1 2024, Criteo reorganizes into two reportable segments: Retail Media and Performance Media.","Performance Media combines former Marketing Solutions and Iponweb segments; Retail Media unchanged.","Recast 2023 revenue: Performance Media $1,740M, Retail Media $209M (total $1,949M).","Unaudited supplemental quarterly data for 2022 and 2023 provided to reflect new segment structure.","Segment change has no impact on consolidated financial statements or results of operations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244718,"accession_number":"0001576427-24-000013","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-02-23T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Criteo responds to Petrus Advisers; highlights $1B Contribution ex-TAC, $150M buyback addition","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Criteo achieved double-digit growth in 2023 for second consecutive year; Q4 record top line with organic growth acceleration.","Contribution ex-TAC crossed $1 billion for first time, over 50% from non-Retargeting; Retail Media revenue surpassed $200M.","Completed over $125M in share repurchases in 2023; Board added $150M to authorization and accelerated buyback in Q1 2024 under 10b5-1 plan.","Adjusted EBITDA margin of 30% with over $70M in annualized savings; Board has eight directors, seven independent, including recent appointment of Frederik van der Kooi."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":244717,"accession_number":"0001576427-24-000005","cik":1576427,"company_name":"Criteo S.A.","ticker":"CRTO","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Criteo Q4 2023: Contribution ex-TAC $316M (+12% YoY); raises buyback by $150M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Contribution ex-TAC $316M in Q4 (+12% YoY); full-year $1.023B (+10%). Record milestone.","Net income $62M ($1.02 diluted EPS) vs $16M ($0.25) prior year; adjusted EPS $1.52 vs $0.84.","Retail Media contribution ex-TAC grew 29% YoY constant currency in Q4; platform at 2,600 brands.","Board authorized $150M buyback increase; $125M deployed in 2023. New sustainability-linked credit facility.","FY2024 guidance: targeting mid-single-digit growth; 2023 adjusted EBITDA margin 30% above guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":1949445000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":895253786.0,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}