AI Earnings Predictions for Criteo S.A. (CRTO)

EX-99.1

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Exhibit 99.1

CRITEO REPORTS THIRD QUARTER 2026 RESULTS

Q3 2026 Media Spend of $1.2 Billion, up 9%

Expands Performance CTV Capabilities Across Global Markets

NEW YORK - November 4, 2026 - Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the global commerce intelligence platform, today announced financial results for the third quarter ended September 30, 2026.

Third Quarter 2026 Financial Highlights:

The following table summarizes our consolidated financial results for the three months and nine months ended September 30, 2026:

Three Months EndedNine Months Ended

September 30,September 30,

20262025YoY Change20262025YoY Change

(in millions, except EPS data)

GAAP Results

Revenue$416$470(11)%$1,269$1,404(10)%

Gross Profit$208$256(19)%$653$752(13)%

Net Income$6$40(85)%$26$103(74)%

Gross Profit margin50%55%(5)ppt51%54%(3) ppt

Diluted EPS$0.11$0.70(84)%$0.49$1.75(72)%

Cash from operating activities$57$90(36)%$125$151(17)%

Cash and cash equivalents$275$2558%$275$2558%

Non-GAAP Results1

Contribution ex-TAC$240$288(17)%$746$845(12)%

Adjusted EBITDA$65$105(39)%$203$287(29)%

Adjusted diluted EPS$0.43$1.31(67)%$1.96$3.32(41)%

Free Cash Flow (FCF)$21$67(69)%$—$76(100)%

FCF / Adjusted EBITDA33%64%(31)ppt—%27%(27) ppt

"Despite near-term headwinds, we are making tangible progress across our business, with momentum in newer channels and a growing pipeline of opportunities,” said Michael Komasinski, Chief Executive Officer of Criteo. “As we sharpen execution and operate with greater discipline, we remain focused on capturing the opportunities ahead and creating sustainable value for our shareholders.”

Operating Highlights

•Criteo's media spend2 was $4.6 billion in the last 12 months and $1.2 billion in Q3 2026, up 9% year-over-year at constant currency3.

•Criteo expands its Performance Connected TV capabilities beyond the U.S., starting with Brazil and Mexico by year-end 2026, followed by Canada, the UK, France, Germany, Italy, Spain, Australia, and select additional markets in 2027.

•Criteo became OpenAI's first advertising technology partner in March 2026, enabling thousands of brands to advertise on ChatGPT; the offering is now available in 89 countries.

•We expanded Retail Media adoption across approximately 4,700 brands and grew our retail network with new partners, including Notino in EMEA, El Puerto de Liverpool in Mexico, ONIGO in Japan, Adore Beauty in Australia, and PayU in India.

•Criteo is working to bring sponsored products into AI-powered conversational search with THG Ingenuity, creating new discovery and monetization opportunities.

•Criteo earned Frost & Sullivan's 2026 Global New Product Innovation Recognition in the commerce media supply-side platform category.

•The Company deployed $65 million of capital for share repurchases in the first nine months of 2026, including $4 million in the third quarter.

•Criteo's transfer of legal domicile from Luxembourg to the United States is expected to be completed on January 1, 2027, subject to shareholder approval and other customary conditions.

•Criteo appointed former Google and Microsoft executive Jianchang “JC” Mao to its Board of Directors as an independent director.

1 Contribution ex-TAC, Adjusted EBITDA, Adjusted EBITDA margin, Adjusted diluted EPS and Free Cash Flow are not measures calculated in accordance with U.S. GAAP.

2 Media spend is defined as working media spend allocated to Retail Media campaigns and media spend activated on behalf of Performance Media clients.

3 Constant currency measures exclude the impact of foreign currency fluctuations and is computed by applying the prior year monthly exchange rates to transactions denominated in settlement or billing currencies other than the U.S. dollar.

1

Exhibit 99.1

Financial Summary

Revenue for Q3 2026 was $416 million, gross profit was $208 million and Contribution ex-TAC was $240 million. Net income for Q3 2026 was $6 million, representing $0.11 per share on a diluted basis. Adjusted EBITDA for Q3 2026 was $65 million, and adjusted net income was $21 million, resulting in an adjusted diluted EPS of $0.43. As reported, revenue for Q3 decreased (11)%, gross profit decreased (19)% and Contribution ex-TAC decreased (17)%. At constant currency, revenue for Q3 2026 decreased (10)% and Contribution ex-TAC decreased (15)%. Cash flow from operating activities was $57 million in Q3 2026 and Free Cash Flow was $21 million in Q3 2026. As of September 30, 2026, we had $326 million in cash and marketable securities on our balance sheet.

Connor McGogney, Chief Financial Officer, said, “We maintained cost discipline in the third quarter while investing in our growth priorities, and we see further opportunities to improve efficiency. I am confident in our ability to translate Criteo’s strengths into more consistent growth, stronger operating leverage and greater shareho

EX-99.1

7 exhibit991-8xkq22026.htm

EX-99.1

Document

Exhibit 99.1

CRITEO REPORTS SECOND QUARTER 2026 RESULTS

Appointed Connor McGogney as Chief Financial Officer, Effective August 10, 2026

Q2 2026 Media Spend of $1.1 Billion

Deployed $30 Million to Repurchase Shares in Q2 2026

NEW YORK - August 5, 2026 - Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the global commerce intelligence platform, today announced financial results for the second quarter ended June 30, 2026.

Second Quarter 2026 Financial Highlights:

The following table summarizes our consolidated financial results for the three months and six months ended June 30, 2026:

Three Months EndedSix Months Ended

June 30,June 30,

20262025YoY Change20262025YoY Change

(in millions, except EPS data)

GAAP Results

Revenue$428$483(11)%$853$934(9)%

Gross Profit$222$259(14)%$445$495(10)%

Net Income $12$23(49)%$20$63(68)%

Gross Profit margin52%54%(2)ppt52%53%(1) ppt

Diluted EPS$0.22$0.39(44)%$0.37$1.05(65)%

Cash from operating activities$20$(1)NM$69$6112%

Cash and cash equivalents$252$20623%$252$20623%

Non-GAAP Results1

Contribution ex-TAC$255$292(13)%$506$556(9)%

Adjusted EBITDA$73$89(18)%$138$182(24)%

Adjusted diluted EPS$0.80$0.92(13)%$1.53$2.02(24)%

Free Cash Flow (FCF)$(38)$(36)(3)%$(22)$9(340)%

FCF / Adjusted EBITDA(51)%(41)%(10)ppt(16)%5%(21) ppt

"While our second quarter top line performance was disappointing, our long-term strategy remains unchanged,” said Michael Komasinski, Chief Executive Officer of Criteo. “We remain confident in our Commerce Intelligence strategy and are strengthening execution, diversifying our business and positioning Criteo to help shape the next generation of AI driven commerce.”

Operating Highlights

•Criteo appointed Connor McGogney as Chief Financial Officer, effective August 10, 2026. He succeeds Sarah Glickman, who has served as Chief Financial Officer for the past six years and will remain as an advisor through the end of September to support a seamless transition.

•Criteo's media spend2 was $4.5 billion in the last 12 months and $1.1 billion in Q2 2026, up 9% year-over-year at constant currency3.

•Criteo became OpenAI's first advertising technology partner in March 2026 and now has over 2,000 brands advertising on ChatGPT across seven countries, with additional country launches planned, including Mexico and Brazil. ChatGPT Ads inventory is now available through Criteo’s self-service, cross-channel performance platform Criteo GO.

•The Company further strengthened its Retail Media footprint with the addition of Loblaw Advance in Canada, Monoprix and Druni in EMEA, and Olive Young and Golf Digest Online in APAC.

•Criteo launched sponsored products into AI-powered conversational search with Albertsons, creating new discovery and monetization opportunities.

•Criteo was named a Leader in the QKS Group SPARK Matrix™ for Retail Media Network and Monetization Platform, Q2 2026.

•The Company deployed $61 million of capital for share repurchases in the first six months of 2026, including $30 million in the second quarter.

•Criteo completed its redomiciliation from France to Luxembourg, and its Board of Directors approved the subsequent transfer of legal domicile from Luxembourg to the United States, which is expected to be completed in January 2027, subject to shareholder approval and other customary conditions.

1

1 Contribution ex-TAC, Adjusted EBITDA, Adjusted EBITDA margin, Adjusted diluted EPS and Free Cash Flow are not measures calculated in accordance with U.S. GAAP.

2 Media spend is defined as working media spend allocated to Retail Media campaigns and media spend activated on behalf of Performance Media clients.

3 Constant currency measures exclude the impact of foreign currency fluctuations and is computed by applying the prior year monthly exchange rates to transactions denominated in settlement or billing currencies other than the U.S. dollar.

2

Financial Summary

Revenue for Q2 2026 was $428 million, gross profit was $222 million and Contribution ex-TAC was $255 million. Net income for Q2 2026 was $12 million, representing $0.22 per share on a diluted basis. Adjusted EBITDA for Q2 2026 was $73 million, and adjusted net income was $41 million, resulting in an adjusted diluted EPS of $0.80. As reported, revenue for Q2 decreased (11)%, gross profit decreased (14)% and Contribution ex-TAC decreased (13)%. At constant currency, revenue for Q2 2026 decreased (11)% and Contribution ex-TAC decreased (12)%. Cash flow from operating activities was $20 million in Q2 2026 and Free Cash Flow was $(38) million in Q2 2026. As of June 30, 2026, we had $303 million in cash and marketable securities on our balance sheet.

Sarah Glickman, Chief Financial Officer, said, “Our updated outlook reflects a more conservative view of our business trends for the remainder of the year. Our strong profitability, cash flow and balance sheet provide th

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