Criteo S.A. reports developments around its commerce intelligence and digital advertising platform, which connects brands, agencies, retailers, publishers, and media owners through AI-driven campaign decisioning. Company news commonly covers Retail Media and Performance Media results, activated media spend, product updates such as Criteo GO, AI advertising integrations, and retail or commerce partnerships.
Updates also include earnings releases, conference presentations, share repurchase activity, and governance or capital-structure actions for the Nasdaq-traded ADR issuer.
Criteo (NASDAQ: CRTO) announced plans to expand its Performance Connected TV advertising capabilities beyond the United States into additional markets. The rollout is planned to begin in Brazil and Mexico by the end of 2026, followed by Canada, the UK, France, Germany, Italy, Spain, Australia and select additional markets in 2027.
Criteo expects its CTV business to double in Q4 2026 compared with Q3 2026 and continues to invest in commercial resources. Its opportunity pipeline has doubled over the past three months. The company also expects to expand its access to CTV advertising supply over the coming quarters.
Criteo (NASDAQ: CRTO) reported third-quarter 2026 revenue of $416 million, down 11% year over year as both business segments declined. Net income fell 85% to $6 million, with diluted earnings of $0.11 per share versus $0.70. Gross margin narrowed to 50% from 55%.
Contribution ex-TAC, a non-GAAP profitability measure excluding traffic acquisition costs, fell 17% to $240 million. Adjusted EBITDA declined 39% to $65 million. Retail Media faced a $20 million headwind from scope changes with two clients. Operating cash flow fell 36% to $57 million.
Criteo maintained its 2026 outlook for a 10%–12% decline in Contribution ex-TAC at constant currency and an adjusted EBITDA margin of approximately 30%. For Q4, it expects Contribution ex-TAC of $292 million–$298 million and adjusted EBITDA of $105 million–$111 million. Performance connected-TV expansion starts with Brazil and Mexico by year-end 2026.
Criteo (CRTO) appointed Jianchang “JC” Mao as an independent director on its Board, effective October 28, 2026.
Mao has more than 30 years of experience in artificial intelligence, digital advertising and search. He is a General Partner and Distinguished Fellow at Fellows Fund and previously held technology leadership roles at Google and Microsoft.
Edmond Mesrobian stepped down from the Board on October 28, 2026, after nearly a decade of service. His departure was not the result of any disagreement with Criteo or its Board over operations, policies or practices.
Criteo (CRTO) will announce its third-quarter 2026 financial results on November 4, 2026, covering the quarter ended September 30, 2026.
CEO Michael Komasinski and CFO Connor McGogney will host a conference call that day at 8:00 AM ET, 2:00 PM CET. A live webcast and replay will be available on the company's investor website.
Criteo (NASDAQ: CRTO) earned Frost & Sullivan's 2026 Global New Product Innovation Recognition in the commerce media supply-side platform category. The evaluation highlighted the platform's integration of commerce insights, audience activation, curated advertising inventory and measurement across open-web, online video, connected TV and in-app environments.
Criteo (CRTO) has entered a strategic reseller partnership with ad tech company Tyroo Technologies to expand its presence in Thailand, Malaysia and the Philippines.
Under the agreement, Tyroo will promote Criteo’s performance media solutions in these markets, giving local advertisers more direct, in‑market access to Criteo’s commerce intelligence platform for AI‑assisted commerce campaigns. The move builds on an existing relationship between the two companies in India since 2021 and is presented as a next step in Criteo’s Southeast Asia growth strategy, leveraging Tyroo’s regional teams, infrastructure and advertiser relationships.
Criteo (NASDAQ: CRTO) announced that CEO Michael Komasinski will present at the Citi 2026 Global TMT Conference on Tuesday, September 8, 2026, at 3:15 PM Eastern Time. A live audio webcast and subsequent replay will be accessible via Criteo’s investor relations website.
Criteo (NASDAQ: CRTO) appointed Connor McGogney as Chief Financial Officer, effective August 10, 2026. McGogney, currently Chief Strategy Officer, will lead finance while continuing to oversee strategy, corporate development and partnerships. He succeeds Sarah Glickman, CFO since 2020, who will serve as an advisor through September 2026.
Criteo (NASDAQ: CRTO) reported Q2 2026 revenue of $428 million, down 11% year-over-year, with gross profit of $222 million and Contribution ex-TAC of $255 million, all declining double digits. GAAP net income was $12 million (diluted EPS $0.22), and adjusted net income was $41 million (adjusted diluted EPS $0.80). Adjusted EBITDA fell to $73 million and margin to 29% of Contribution ex-TAC. Free Cash Flow was $(38) million, while cash and cash equivalents were $252 million and total financial liquidity about $767 million.
Criteo's last-12-month media spend reached $4.5 billion, including $1.1 billion in Q2, up 9% year-over-year at constant currency. The company repurchased $30 million of shares in Q2 (total $61 million year-to-date) and appointed Connor McGogney as CFO effective August 10, 2026. Criteo updated 2026 guidance to a 10–12% decline in Contribution ex-TAC at constant currency and an Adjusted EBITDA margin of about 30% of Contribution ex-TAC, and expects Q3 2026 Contribution ex-TAC of $237–$241 million and Adjusted EBITDA of $54–$58 million.
Criteo (NASDAQ: CRTO) completed the previously announced transfer of its legal domicile from France to Luxembourg via a cross-border conversion effective July 29, 2026. In connection with this, Criteo terminated its ADS program and each ADS was mandatorily surrendered in exchange for one ordinary share, which now trades directly on Nasdaq under the same ticker.
Following completion and works council consultation, Criteo’s board approved a subsequent transfer of domicile from Luxembourg to the United States via a cross-border merger into a wholly owned U.S. subsidiary, subject to shareholder approval and other conditions, expected in January 2027. Upon U.S. redomiciliation, Criteo expects to move its stock listing from Nasdaq to the NYSE, subject to listing requirements.