Criteo Q1 earnings beat but largest Retail Media client to curtail services from Nov 2025

Criteo S.A.

2025-Q1 EPS reported $0.66 revenue$451,434,000

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.

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