{"schema_version":"secwatch.filing_event.v1","accession":"0001576427-24-000005","form_type":"8-K","ticker":"CRTO","cik":"0001576427","company_name":"Criteo S.A.","filed_at":"2024-02-07T23:59:59+00:00","discovered_at":"2026-05-14T18:03:24.674661+00:00","generated_at":"2026-06-06T06:59:25.895773+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Criteo Q4 2023: Contribution ex-TAC $316M (+12% YoY); raises buyback by $150M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001576427-24-000005","json":"https://secwatch.observer/filing/0001576427-24-000005.json","markdown":"https://secwatch.observer/filing/0001576427-24-000005.md","text":"https://secwatch.observer/filing/0001576427-24-000005.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1576427/000157642724000005/0001576427-24-000005-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1576427/000157642724000005/crto-20240207.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-06T06:59:25.895773+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"5cb320a926a221d418e28751ab92402ff978fbe1","claim":"Criteo S.A. reported the fiscal year ended December 31, 2023 results: revenue $1,949 million, net income $55 million, EPS $0.88 per share on a diluted basis.","evidence_excerpt":"Three Months Ended Twelve Months Ended December 31, December 31, 2023 2022 YoY Change 2023 2022 YoY Change (in millions, except EPS data) GAAP Results Revenue $566 $564 0.3% $1,949 $2,017 (3)% Gross Profit $277 $247 12% $863 $795 9% Net Income $62 $16 287% $55 $11 402% Gross Profit margin 49% 44% 5ppt 44% 39% 5ppt Diluted EPS $1.02 $0.25 308% $0.88 $0.14 529%","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1576427/000157642724000005/0001576427-24-000005-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the fiscal year ended December 31, 2023"},{"label":"Revenue","value":"$1,949 million"},{"label":"Net income","value":"$55 million"},{"label":"EPS","value":"$0.88 per share on a diluted basis"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"a8014d5d728cce17110092abd5ec76438b47f50f","claim":"Criteo S.A. reported the quarter ended December 31, 2023 results: revenue $566 million, net income $62 million, EPS $1.02 per share on a diluted basis.","evidence_excerpt":"generated by clients that were live with us in a given quarter and are still live with us the same quarter in the following year. 1 Financial Summary Revenue for Q4 2023 was $566 million, gross profit was $277 million and Contribution ex-TAC was $316 million. Net income for Q4 was $62 million, or $1.02 per share on a diluted basis. Adjusted EBITDA for Q4 was $139","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1576427/000157642724000005/0001576427-24-000005-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"the quarter ended December 31, 2023"},{"label":"Revenue","value":"$566 million"},{"label":"Net income","value":"$62 million"},{"label":"EPS","value":"$1.02 per share on a diluted basis"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}