Highest-materiality recent filing
Criteo Q1 revenue $425M (-6%), adj EBITDA $65M (-30%), Retail Media -32%
Revenue $425M, down 6% YoY; gross profit $223M (-6%); net income $9M (-79%) or $0.15 diluted EPS.
Criteo reduces share capital by cancelling 1.93M shares, amends bylaws
Share capital reduced to €1,343,222.375 from €1,391,497.375, a decrease of €48,275.
Criteo shareholders approve redomiciliation from France to Luxembourg, expected Q3 2026
Shareholders approved the conversion with 50,511,371 votes for, 114,993 against, 37,908 abstentions.
Glass Lewis and ISS recommend Criteo shareholders vote FOR redomiciliation to Luxembourg
Glass Lewis and ISS both recommend voting FOR all proposals on the cross-border conversion from France to Luxembourg.
Criteo Q4 2025: Revenue $541M (-2% YoY), adj. EPS $1.30 (-26%); Board boosts buyback auth. to $200M
Q4 GAAP net income $46M ($0.90 diluted EPS) vs $72M ($1.23) a year ago; adjusted diluted EPS $1.30 vs $1.75.
Criteo Board approves redomiciliation to Luxembourg; shareholder meeting set for Feb 27, 2026
Board approved cross-border conversion from France to Luxembourg, replacing ADS with ordinary shares directly listed on Nasdaq.
Criteo amends bylaws to reduce share capital and share count by ~3.8%
Board amended Article 6 of bylaws on December 4, 2025, effective December 8, 2025.
Q3 revenue $470M (+2% YoY), gross profit $256M (+11%), net income $40M ($0.70 GAAP EPS).
Criteo Q2 2025 revenue up 2% to $483M, raises full-year outlook, $104M buyback
Q2 revenue $483M (+2% YoY), gross profit $259M (+11%), Contribution ex-TAC $292M (+9%).
Criteo CRO and President of Retail Media Brian Gleason resigns effective July 29, 2025
Gleason resigns to become CEO at a private company; effective July 29, 2025.
Renewed Rachel Picard, Nathalie Balla, Frederik van der Kooi as directors; appointed Stefanie Jay and ratified Michael Komasinski.
Criteo Q1 earnings beat but largest Retail Media client to curtail services from Nov 2025
Q1 revenue $451M (flat YoY), gross profit $237M (+9%), Contribution ex-TAC $264M (+4%, +7% cc).
Criteo amends bylaws to reflect issuance of 1,098 new shares, capital up €27.45
Share capital increased from €1,443,593.525 to €1,443,620.975, adding €27.45.
Criteo Reports Record Q4 2024 Results and Appoints Michael Komasinski as CEO
Q4 2024 revenue $553M (down 2% YoY), gross profit $301M (up 9%), net income $72M (up 16%), adjusted EBITDA $144M (up 4%).
Criteo appoints Michael Komasinski as CEO effective Feb 15, 2025, succeeding retiring Megan Clarken
Michael Komasinski appointed CEO effective Feb 15, 2025; Megan Clarken retires and stays as senior advisor for transition.
Criteo reduces share capital by ~2% through bylaw amendment effective Dec 9, 2024
Board amended by-laws to reduce share capital from €1,475,775 to €1,443,594, effective Dec 9, 2024.
Criteo Q3 2024: Adj. EPS $0.96 beats $0.71; Retail Media Contribution ex-TAC up 23%
Revenue $459M (-2% YoY), gross profit $232M (+13%), Contribution ex-TAC $266M (+8%).
Criteo CEO Megan Clarken to retire; board initiates CEO search with Heidrick & Struggles
Megan Clarken to retire as CEO within 12 months; will stay until successor named and then serve as senior advisor.
Criteo Q2 beats: Revenue $471M, Adj EBITDA up 67% to $93M; raises FY2024 outlook
Q2 revenue $471M (+1% YoY, +3% cc); Gross profit $233M (+17%, margin 49% vs 43%).
Renewed directors Megan Clarken (55.8M for), Marie Lalleman (53.2M for), and Edmond Mesrobian (55.7M for); appointed Ernst Teunissen as director.
Criteo posts Q1 net income $9M, raises FY2024 outlook; adjusted EBITDA up 83%
Revenue $450M (+1% YoY); gross profit $217M (+20%); Contribution ex-TAC $254M (+15% at cons. curr.)
Criteo amends bylaws to reduce share capital by ~2.13M shares
Share capital reduced from €1,529,141.575 to €1,475,775.025, effective April 25, 2024.
Ernst Teunissen, former TripAdvisor CFO, nominated as independent director at Criteo's June 25, 2024 AGM.
Criteo recasts 2022-2023 segment data; new structure: Retail Media and Performance Media
Effective Q1 2024, Criteo reorganizes into two reportable segments: Retail Media and Performance Media.
Criteo responds to Petrus Advisers; highlights $1B Contribution ex-TAC, $150M buyback addition
Criteo achieved double-digit growth in 2023 for second consecutive year; Q4 record top line with organic growth acceleration.
Criteo Q4 2023: Contribution ex-TAC $316M (+12% YoY); raises buyback by $150M
Contribution ex-TAC $316M in Q4 (+12% YoY); full-year $1.023B (+10%). Record milestone.
appointed Michael Komasinski as Chief Executive Officer and a member of the Board effective February 15, 2025
Megan Clarken who, as previously announced, is retiring from her current position as Chief Executive Officer and from the Board
On August 26, 2024, Criteo S.A. (the “Company”) announced that Megan Clarken, the Chief Executive Officer of the Company, will retire from the Company after completion of a search process for her successor and a transition period.
James Warner, a current director, notified the Company that he does not intend to stand for re-election to the Board at the 2024 AGM.
Max materiality 0.90 · Median 0.70 · Most common event earnings