Criteo Dirección
Dirección controles de criterios 2/4
El CEO de Criteo es Michael Komasinski, nombrado en Feb 2025, tiene una permanencia de 1.17 años. posee directamente un 0.72% de las acciones de la empresa, con un valor de $6.68M. La antigüedad media del equipo directivo y de la junta directiva es de 5.2 años y 4.9 años, respectivamente.
Información clave
Michael Komasinski
Chief Executive Officer (CEO)
n/a
Compensación total
| Porcentaje del salario del CEO | n/a |
| Permanencia del CEO | 1.2yrs |
| Participación del CEO | 0.7% |
| Permanencia media de la dirección | 5.2yrs |
| Promedio de permanencia en la Junta Directiva | 4.9yrs |
Actualizaciones recientes de la dirección
Recent updates
Criteo is a profitable, cash-generative commerce data platform trading at or below its liquidation value, with Retail Media re-acceleration
Investment Thesis The stock trades near or below the bear-case DCF intrinsic value (~$33), meaning you are paying for a business in secular decline and getting the Retail Media growth optionality largely for free Retail Media’s underlying CexT grew 16% in 2025 ex-scope changes; as the $75M headwind anniversaries in late 2026, reported growth should re-accelerate and likely re-rate the multiple Management has retired ~$871M in shares since 2018 and continues buying at ~$28/share, compounding per-share value even if aggregate FCF is flat The Luxembourg redomiciliation removes the primary structural barrier to acquisition; at $35–42/share a takeout is both fair to shareholders and strategically rational for a PE buyer or holding company The commerce data asset — 5B SKUs, $1T+ in observed transactions, 90% client retention — is 20 years in the making and cannot be replicated quickly by any credible acquirer or competitor Risk Considerations A single large retailer reducing scope cost $75M in annual revenue; the top-10 clients represent ~20% of revenue, making the thesis vulnerable to one or two more relationship deteriorations Performance Media (~$915M of CexT) faces structural headwinds from walled garden dominance and potential client in-housing; if it declines faster than Retail Media grows, total CexT could shrink rather than stabilize 2026 capex steps up to ~$175M (from $101M in 2025) for data center renewal, compressing near-term FCF to ~$130–150M and limiting the buyback pace precisely when the stock may be cheapest Criteo’s independence is its value proposition to retailers — any acquisition by a strategic player that competes with retailers (Amazon, Walmart, Google) would trigger customer attrition and destroy the core asset it was purchased for Agentic commerce (MCP, conversational shopping) is the growth narrative but is pre-revenue and depends on AI assistant providers adopting Criteo’s APIs rather than building their own commerce data layersCriteo: Amazon Risks Are Real, But Cheap Multiples Warrant A Buy
Dec 17Earnings Working Against Criteo S.A.'s (NASDAQ:CRTO) Share Price Following 27% Dive
May 28
Does Criteo (NASDAQ:CRTO) Deserve A Spot On Your Watchlist?
May 04Is Criteo (NASDAQ:CRTO) A Risky Investment?
Apr 15Criteo: Steady Growth With Retail Media Potential
Mar 13Criteo S.A.'s (NASDAQ:CRTO) Subdued P/E Might Signal An Opportunity
Mar 05We Like The Quality Of Criteo's (NASDAQ:CRTO) Earnings
Feb 15Criteo (NASDAQ:CRTO) Has A Rock Solid Balance Sheet
Jan 10Criteo S.A.: Still Worth Investing In
Dec 18Is Now An Opportune Moment To Examine Criteo S.A. (NASDAQ:CRTO)?
Nov 15Getting In Cheap On Criteo S.A. (NASDAQ:CRTO) Is Unlikely
Oct 28These 4 Measures Indicate That Criteo (NASDAQ:CRTO) Is Using Debt Safely
Oct 10
Decisive Partnerships And AI Propel Growth Amid Challenges
Enhanced advertising capabilities due to Google's revised cookie policy and partnerships with companies like Microsoft could improve Criteo's revenue and market position.Criteo: Riding Retail Media Advertising Tailwinds
Aug 21Is It Too Late To Consider Buying Criteo S.A. (NASDAQ:CRTO)?
Aug 11Subdued Growth No Barrier To Criteo S.A. (NASDAQ:CRTO) With Shares Advancing 26%
Jul 24We Discuss Why Criteo S.A.'s (NASDAQ:CRTO) CEO Compensation May Be Closely Reviewed
Jun 19Criteo: Good Momentum, But Still Undervalued
May 17We Think Criteo (NASDAQ:CRTO) Can Manage Its Debt With Ease
May 08Is There Now An Opportunity In Criteo S.A. (NASDAQ:CRTO)?
Apr 17CEO
Michael Komasinski (54 yo)
Mr. Michael Komasinski has been Chief Executive Officer and Director of Criteo S.A. since February 15, 2025. He served as Chief Executive Officer of CXM (Customer Experience Management) and International M...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CFO & Principal Accounting Officer | 5.6yrs | US$4.40m | 0.32% $ 2.9m | |
| Chief Legal & Transformation Officer | 7.6yrs | US$3.76m | 0.36% $ 3.3m | |
| CEO & Director | 1.2yrs | sin datos | 0.72% $ 6.7m | |
| Chief Technology Officer | 6.6yrs | sin datos | sin datos | |
| Investor Relations Director | no data | sin datos | sin datos | |
| Chief People Officer | 4.6yrs | sin datos | sin datos | |
| President of Retail Media | no data | sin datos | sin datos | |
| Chief Product Officer & President of Performance Media | 5.7yrs | sin datos | sin datos | |
| Chief Information Security Officer | 5.3yrs | sin datos | sin datos | |
| First Senior Vice President of Global Diversity | 5.1yrs | sin datos | sin datos | |
| Senior Vice President of Go-to-Market | 4.8yrs | sin datos | sin datos | |
| Executive Vice President of Data & Policy | 4.8yrs | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de CRTO es experimentado (5.2 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| CEO & Director | 1.2yrs | sin datos | 0.72% $ 6.7m | |
| Member of Advisory Board | no data | sin datos | sin datos | |
| Member of Advisory Board | no data | sin datos | sin datos | |
| Independent Director | 9.2yrs | US$292.48k | 0.065% $ 595.8k | |
| Independent Vice Chairman of the Board | 8.8yrs | US$291.86k | 0.068% $ 626.5k | |
| Member of Advisory Board | no data | sin datos | sin datos | |
| Independent Director | 1.8yrs | US$155.93k | 0.025% $ 230.8k | |
| Independent Director | 7yrs | US$347.71k | 0.086% $ 791.0k | |
| Independent Director | less than a year | sin datos | 0.0089% $ 82.2k | |
| Independent Director | 8.8yrs | US$567.16k | 0.11% $ 990.1k | |
| Independent Chairman | 2.8yrs | US$294.86k | 0.053% $ 492.4k |
Junta con experiencia: La junta directiva de CRTO se considera experimentada (4.9 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/04/09 18:02 |
| Precio de las acciones al final del día | 2026/04/09 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Criteo S.A. está cubierta por 30 analistas. 10 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Mark Zgutowicz | Benchmark Company |