secwatch.observer — SEC 8-K summary
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Issuer:     Criteo S.A. (CRTO)
CIK:        0001576427
Form:       8-K
Filed at:   2026-02-11T23:59:59+00:00
Accession:  0001576427-26-000004
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Criteo Q4 2025: Revenue $541M (-2% YoY), adj. EPS $1.30 (-26%); Board boosts buyback auth. to $200M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1576427/000157642726000004/0001576427-26-000004-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1576427/000157642726000004/crto-20260211.htm
  HTML page:      https://secwatch.observer/filing/0001576427-26-000004

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer