earnings
confidence high
sentiment positive
materiality 0.80
Criteo beats guidance: Q4 net income up 60% to $75M; extends buyback to $280M
Criteo S.A.
2021-FY EPS reported
$2.09
revenue$2,254,235,000
- Q4 revenue $653M (‒1% YoY); gross profit $244M (+12%); Contribution ex-TAC $276M (+9%).
- Adjusted diluted EPS $1.44 (Q4) and $3.38 (FY2021), up 47% and 56% YoY respectively.
- Retail Media Contribution ex-TAC +58% YoY in 2021; new Marketing Solutions and Retail Media segments reported.
- Share repurchase authorization expanded from $175M to $280M; bought back $100M in 2021.
- IPONWEB acquisition for $380M (cash + treasury shares) expected to close Q1 2022; FY2022 double-digit growth guidance.