secwatch.observer — SEC 8-K summary
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Issuer:     Criteo S.A. (CRTO)
CIK:        0001576427
Form:       8-K
Filed at:   2026-08-05T11:05:33+00:00
Accession:  0001628280-26-052913
Event type: earnings
Sentiment:  negative
Materiality: 0.80
Item codes: 2.02, 5.02, 5.03, 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Criteo Q2 revenue down 11% to $428M; appoints Connor McGogney as CFO effective Aug 10
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- Q2 revenue $428M (-11% YoY), gross profit $222M (-14%), net income $12M (-49%).
- Adjusted EBITDA $73M (-18%), adjusted diluted EPS $0.80 (-13%); CFO cites more conservative H2 outlook.
- Appointed Connor McGogney as CFO effective Aug 10; he continues as Chief Strategy Officer.
- Retail Media Contribution ex-TAC down 21% due to scope changes with two clients; underlying base grew 20%.
- Deployed $61M on share repurchases in H1; redomiciliation to US expected Jan 2027 subject to approvals.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1576427/000162828026052913/0001628280-26-052913-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1576427/000162828026052913/crto-20260805.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-052913

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