---
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"
generated_at: "2026-06-06T06:59:25.895773+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Criteo Q4 2023: Contribution ex-TAC $316M (+12% YoY); raises buyback by $150M

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001576427-24-000005
- JSON: https://secwatch.observer/filing/0001576427-24-000005.json
- Plain text: https://secwatch.observer/filing/0001576427-24-000005.txt

## Key facts
- Earnings Releases
  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.
  - Period: the fiscal year ended December 31, 2023
  - Revenue: $1,949 million
  - Net income: $55 million
  - EPS: $0.88 per share on a diluted basis
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1576427/000157642724000005/0001576427-24-000005-index.htm
- Earnings Releases
  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.
  - Period: the quarter ended December 31, 2023
  - Revenue: $566 million
  - Net income: $62 million
  - EPS: $1.02 per share on a diluted basis
  - Result: reported results
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/1576427/000157642724000005/0001576427-24-000005-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.