earnings
confidence high
sentiment neutral
materiality 0.70
Criteo Q4 2025: Revenue $541M (-2% YoY), adj. EPS $1.30 (-26%); Board boosts buyback auth. to $200M
Criteo S.A.
2025-FY EPS reported
$2.64
revenue$1,944,901,000
- 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.