Welcome to our dedicated page for Criteo SEC filings (Ticker: CRTO), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Criteo S.A. (NASDAQ: CRTO), a software publisher and ad-tech company active in digital advertising and commerce media. Through these filings, investors can review how Criteo reports its financial condition, operating performance, and material corporate events.
Criteo’s SEC submissions include current reports on Form 8-K, which the company uses to disclose events such as quarterly financial results, leadership changes, and strategic corporate actions. For example, Form 8-K filings have covered the release of earnings for specific quarters, the use of non-GAAP measures like Contribution ex-TAC and Adjusted EBITDA, the appointment of senior executives, and the announcement of the company’s intention to transfer its legal domicile from France to Luxembourg and replace its American Depositary Shares structure with ordinary shares directly listed on Nasdaq.
In addition to 8-Ks, investors can consult Criteo’s annual reports on Form 10-K and quarterly reports on Form 10-Q, which the company references in its public communications. These documents typically contain detailed discussions of risk factors, segment performance for Retail Media and Performance Media, non-GAAP reconciliations, and information on cash flows, liquidity, and capital allocation.
Stock Titan’s SEC filings page is designed to surface these documents alongside AI-powered summaries that explain key points from lengthy filings. Real-time updates from the EDGAR system help users see new 8-K, 10-K, and 10-Q filings as they are posted. The platform also makes it easier to locate insider transaction reports on Form 4 and proxy-related materials, so users can examine topics such as equity compensation and governance.
By combining Criteo’s official SEC disclosures with AI-generated highlights, this page helps investors and researchers quickly understand the company’s reported results, non-GAAP metrics, and major corporate actions, including its planned redomiciliation steps.
Morgan Stanley and its UK broker-dealer subsidiary have filed Amendment No. 1 to Schedule 13G disclosing a >5% passive stake in Criteo S.A. (NASDAQ: CRTO). As of 30 Jun 2025, Morgan Stanley, classified as a parent holding company (HC, CO), reports beneficial ownership of 3,336,522 American Depositary Shares/ordinary shares, equal to 6.3 % of Criteo’s outstanding class. The shares are held with shared voting power of 3,329,081 and shared dispositive power of 3,336,522; no sole voting or dispositive power is reported.
Morgan Stanley & Co. International plc, a UK-based broker-dealer (BD, FI, CO), separately reports 3,284,642 shares (6.2 %) with identical shared voting and dispositive power and zero sole authority. The filing, submitted 7 Aug 2025, indicates that the combined operating units of Morgan Stanley have crossed the 5 % threshold, necessitating this Schedule 13G filing under Rule 13d-1(b). No other material transactions, earnings data, or intentions (Schedule 13D) are disclosed; the position is presented as passive institutional ownership.
Criteo S.A. (CRTO) Q2-25 10-Q highlights
Revenue grew 2% YoY to $482.7 M, driven by Retail Media +11% while Performance Media was flat. Currency-neutral growth was flat as Euro/JPY strength cut $10 M. Traffic acquisition costs fell 7% to $190.6 M, lifting gross margin to 53.6% (49.4% LY) and Contribution ex-TAC to $292.1 M (+9%).
Operating expenses jumped 17% to $228.1 M, mainly from R&D +33% (accelerated cookie-related amortisation $7.9 M) and sales & ops +14%. Operating income fell 18% to $30.5 M; net income declined 18% to $22.9 M, or $0.39 diluted EPS (vs $0.46). H1-25 net income improved 72% to $62.9 M on lighter TAC and lower other costs.
Cash & balance sheet
- Cash & equivalents: $205.7 M (-$85 M YTD) after $104.5 M share buybacks; new authorisation raised to $805 M.
- Operating cash flow H1: $60.9 M (+95% YoY); capex/internally developed software $52.3 M.
- Total equity rose to $1.128 B; net cash position unaffected by long-term debt ($0.3 M).
Key developments & risks
- Largest customer (4.6% FY-24 sales) to reduce scope from Nov-25.
- Alphabet halted cookie deprecation; company recorded $0.9 M impairment and extended server useful life to 6 yrs.
- Ongoing CNIL GDPR fine (€40 M) under appeal; new class action over health-data advertising filed Jul-25.
Regionally, Americas revenue -6%, EMEA +10%, APAC +7%. Retail Media momentum and lower TAC offset regional softness, but rising opex and legal uncertainties weigh on profitability and cash.
Criteo S.A. (NASDAQ: CRTO) insider Brian Gleason has filed a Form 144 indicating his intent to sell up to 2,842 ordinary shares through Citigroup Global Markets on or after 07/28/2025. At the filing price this represents an aggregate value of roughly $64,936, or less than 0.01 % of the company’s 53.1 million shares outstanding, suggesting limited dilution.
The shares were acquired via restricted and performance stock vesting on 04/28/2022 and are to be sold as compensation-related stock. Gleason has already disposed of 5,327 shares in the last three months—2,841 shares on 04/28/2025 for $96,268.99 and 2,486 shares on 05/23/2025 for $64,175.21—bringing his total recent and proposed sales to 8,169 shares (~$225 k). The filing affirms he holds no undisclosed material adverse information about the company.