secwatch.observer — SEC 8-K summary
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Issuer:     Criteo S.A. (CRTO)
CIK:        0001576427
Form:       8-K
Filed at:   2026-05-06T23:59:59+00:00
Accession:  0001576427-26-000043
Event type: earnings
Sentiment:  negative
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Criteo Q1 revenue $425M (-6%), adj EBITDA $65M (-30%), Retail Media -32%
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1576427/000157642726000043/0001576427-26-000043-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1576427/000157642726000043/crto-20260506.htm
  HTML page:      https://secwatch.observer/filing/0001576427-26-000043

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