• Reported GAAP EPS of $0.91 down -30.00% YoY • Reported revenue of $541.14M down -2.15% YoY • Criteo expects fiscal year 2026 Contribution ex-TAC growth to be flat to +2% at constant currency, with Adjusted EBITDA margin of approximately 32% to 34% of Contribution ex-TAC.
Bullish
Criteo achieved strong fiscal year 2025 revenue and gross profit growth, alongside robust cash generation and increased share repurchase authorization. New AI-powered services enhance Criteo's commerce intelligence platform.
Bearish
Criteo experienced a Q4 decline in Retail Media revenue and Adjusted EBITDA, partly due to client scope changes and increased operating expenses. An impairment charge was also recorded due to third-party cookie deprecation.