earnings
confidence high
sentiment negative
materiality 0.75
Criteo Q1 revenue $425M (-6%), adj EBITDA $65M (-30%), Retail Media -32%
Criteo S.A.
2026-Q1 EPS reported
$0.15
revenue$424,639,000
- Revenue $425M, down 6% YoY; gross profit $223M (-6%); net income $9M (-79%) or $0.15 diluted EPS.
- Contribution ex-TAC $250M (-5%, -9% constant currency); Retail Media down 32% due to scope changes with 2 clients.
- Adjusted EBITDA $65M (-30%); adjusted diluted EPS $0.73 vs $1.10; FCF $16M (-65%).
- Deployed $31M on share repurchases in Q1; shareholder approval to redomicile to Luxembourg, expected Q3 2026.
- CFO cites macro volatility, Middle East tensions, and lower US Performance Media budgets impacting Q2 outlook.