Criteo（CRTO N）株式概要テクノロジーカンパニーであるCriteo S.A.は、北米・南米、ヨーロッパ、中東、アフリカ、アジア太平洋地域で、オープンインターネットを利用したマーケティングおよび収益化サービスとインフラを提供しています。 詳細CRTO N ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より72.4%で取引されている リスク分析今後3年間の収益は年平均15.5%減少すると予測されている。 株式の流動性は非常に低い 過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るCRTO N Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueMex$Current PriceMex$290.48183.9% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-23m2b2016201920222025202620282031Revenue US$985.4mEarnings US$58.8mAdvancedSet Fair ValueView all narrativesCriteo S.A. 競合他社Megacable Holdings S. A. B. de C. VSymbol: BMV:MEGA CPOMarket cap: Mex$50.2bCorporación Interamericana de Entretenimiento. deSymbol: BMV:CIE BMarket cap: Mex$24.0bMNTNSymbol: NYSE:MNTNMarket cap: US$630.6mAPG|SGASymbol: SWX:APGNMarket cap: CHF 550.1m価格と性能株価の高値、安値、推移の概要Criteo過去の株価現在の株価US$290.4852週高値US$440.0052週安値US$290.48ベータ0.301ヶ月の変化-8.94%3ヶ月変化n/a1年変化n/a3年間の変化n/a5年間の変化-64.54%IPOからの変化-9.72%最新ニュースRecent Insider Transactions • May 30Chief Legal & Transformation Officer recently sold Mex$631k worth of stockOn the 26th of May, Ryan Damon sold around 2k shares on-market at roughly Mex$296 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.5m. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.70 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (down from US$0.70 in 1Q 2025). Revenue: US$424.6m (down 5.9% from 1Q 2025). Net income: US$7.82m (down 79% from 1Q 2025). Profit margin: 1.8% (down from 8.4% in 1Q 2025). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Global Media industry are expected to grow by 3.7%.お知らせ • Apr 30Criteo S.A., Annual General Meeting, Jun 29, 2026Criteo S.A., Annual General Meeting, Jun 29, 2026. Location: 32 rue blanche, 75009 paris, Franceお知らせ • Apr 22Criteo S.A. to Report Q1, 2026 Results on May 06, 2026Criteo S.A. announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Mar 31Criteo Expands Go with Full Self-Service Access to Its Ai-Powered Performance PlatformCriteo announced the expansion of its GO platform with full self-service access for small and mid-sized businesses (SMBs) and growth-stage commerce brands. Criteo GO enables advertisers to independently create an account, enter billing details, and launch campaigns in as few as five clicks. By expanding access to Criteo's AI-powered performance capabilities, the company can scale to a wider advertiser base while delivering measurable outcomes across the shopper journey. Designed to simplify activation and dynamically allocate budgets across channels, Criteo GO unifies display, video, native, and social within a single campaign environment. The platform automatically optimizes spend to drive the best outcome, while built-in generative AI creative tools produce and adapt ad formats, including video, to maintain consistent, high-performing messaging across channels. GO campaigns have already demonstrated strong performance in the market. Campaigns that include social activation deliver more than 20% higher return on ad spend (ROAS) compared to traditional configurations. This performance has contributed to increased advertiser investment and lower churn, reinforcing Criteo GO's role as a durable growth driver for the company. As consumer touchpoints fragment across platforms, channels, and devices, many legacy tools remain confined to closed ecosystems, limiting reach and transparency for marketers. Criteo GO addresses this challenge by harnessing the scale of its global commerce data, including 740 million daily shoppers, $1T in annual transactions, and 5 billion product SKUs to help brands engage high-intent consumers wherever they discover and shop online. Criteo GO's Onboarding Agent is available, marking a significant step forward in advancing Criteo's agentic capabilities. By forecasting results and automatically configuring key parameters, the Onboarding Agent reflects Criteo's vision of an AI-powered ecosystem where campaigns are not only automated but intelligently guided from launch to scale. Criteo GO's self-service capabilities are now available in the U.S. and U.K., with plans to expand to other markets later this year.Recent Insider Transactions • Mar 07CFO & Principal Accounting Officer recently sold Mex$6.5m worth of stockOn the 3rd of March, Sarah J. Glickman sold around 20k shares on-market at roughly Mex$319 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sarah J. has been a net seller over the last 12 months, reducing personal holdings by Mex$13m.最新情報をもっと見るRecent updatesRecent Insider Transactions • May 30Chief Legal & Transformation Officer recently sold Mex$631k worth of stockOn the 26th of May, Ryan Damon sold around 2k shares on-market at roughly Mex$296 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.5m. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.70 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (down from US$0.70 in 1Q 2025). Revenue: US$424.6m (down 5.9% from 1Q 2025). Net income: US$7.82m (down 79% from 1Q 2025). Profit margin: 1.8% (down from 8.4% in 1Q 2025). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Global Media industry are expected to grow by 3.7%.お知らせ • Apr 30Criteo S.A., Annual General Meeting, Jun 29, 2026Criteo S.A., Annual General Meeting, Jun 29, 2026. Location: 32 rue blanche, 75009 paris, Franceお知らせ • Apr 22Criteo S.A. to Report Q1, 2026 Results on May 06, 2026Criteo S.A. announced that they will report Q1, 2026 results on May 06, 2026お知らせ • Mar 31Criteo Expands Go with Full Self-Service Access to Its Ai-Powered Performance PlatformCriteo announced the expansion of its GO platform with full self-service access for small and mid-sized businesses (SMBs) and growth-stage commerce brands. Criteo GO enables advertisers to independently create an account, enter billing details, and launch campaigns in as few as five clicks. By expanding access to Criteo's AI-powered performance capabilities, the company can scale to a wider advertiser base while delivering measurable outcomes across the shopper journey. Designed to simplify activation and dynamically allocate budgets across channels, Criteo GO unifies display, video, native, and social within a single campaign environment. The platform automatically optimizes spend to drive the best outcome, while built-in generative AI creative tools produce and adapt ad formats, including video, to maintain consistent, high-performing messaging across channels. GO campaigns have already demonstrated strong performance in the market. Campaigns that include social activation deliver more than 20% higher return on ad spend (ROAS) compared to traditional configurations. This performance has contributed to increased advertiser investment and lower churn, reinforcing Criteo GO's role as a durable growth driver for the company. As consumer touchpoints fragment across platforms, channels, and devices, many legacy tools remain confined to closed ecosystems, limiting reach and transparency for marketers. Criteo GO addresses this challenge by harnessing the scale of its global commerce data, including 740 million daily shoppers, $1T in annual transactions, and 5 billion product SKUs to help brands engage high-intent consumers wherever they discover and shop online. Criteo GO's Onboarding Agent is available, marking a significant step forward in advancing Criteo's agentic capabilities. By forecasting results and automatically configuring key parameters, the Onboarding Agent reflects Criteo's vision of an AI-powered ecosystem where campaigns are not only automated but intelligently guided from launch to scale. Criteo GO's self-service capabilities are now available in the U.S. and U.K., with plans to expand to other markets later this year.Recent Insider Transactions • Mar 07CFO & Principal Accounting Officer recently sold Mex$6.5m worth of stockOn the 3rd of March, Sarah J. Glickman sold around 20k shares on-market at roughly Mex$319 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sarah J. has been a net seller over the last 12 months, reducing personal holdings by Mex$13m.Recent Insider Transactions • Mar 02CFO & Principal Accounting Officer recently sold Mex$1.3m worth of stockOn the 24th of February, Sarah J. Glickman sold around 4k shares on-market at roughly Mex$288 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sarah J. has been a net seller over the last 12 months, reducing personal holdings by Mex$6.5m.Recent Insider Transactions • Feb 25Chief Legal & Transformation Officer recently sold Mex$795k worth of stockOn the 24th of February, Ryan Damon sold around 3k shares on-market at roughly Mex$288 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$1.2m. Insiders have been net sellers, collectively disposing of Mex$7.8m more than they bought in the last 12 months.New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (Mex$3.9m sold).Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$2.73 (vs US$2.04 in FY 2024)Full year 2025 results: EPS: US$2.73 (up from US$2.04 in FY 2024). Revenue: US$1.94b (flat on FY 2024). Net income: US$144.6m (up 30% from FY 2024). Profit margin: 7.4% (up from 5.8% in FY 2024). Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Global Media industry are expected to grow by 4.5%.お知らせ • Feb 05Criteo Introduces Agentic Commerce Recommendation Service to Power AI Shopping AssistantsCriteo introduced its Agentic Commerce Recommendation Service, designed to power AI shopping assistants with accurate, relevant product recommendations built on Criteo's commerce intelligence. LM platforms are rapidly evolving into AI shopping assistants, while retailers develop their own AI chatbots,encing how consumers discover, compare, and purchase products online. As these AI-driven shopping experiences scale, AI assistants need a commerce-grade recommendation infrastructure that drives outcome-based relevancy by accessing real shopping behavior, not just publicly available product descriptions, to deliver the trusted and personalized results that consumers expect. This approach builds on Criteo's previously published agentic commerce vision. Built on Criteo's Commerce intelligence, its Agentic Commerce Recommendation service delivered up to a 60% improvement in recommendation relevancy compared to third-party approaches based only on product descriptions in Criteo's testing 1. This performance is enabled by the company's unmatched scale of 720 million daily shoppers, $1T in annual transactions, and 4.5 billion product SKUs. The service is available through Criteo's Model Context Protocol (MCP) and directly connects AI-powered shopping assistants with merchant inventory, translating consumer shopping queries into curated, transaction-ready product recommendations. It enables AI assistants to surface the most relevant products for each individual consumer by applying real-world shopping and purchase signals that cannot be accessed through traditional c sprawling tactics. AI assistant query: The AI assistant queries Criteo's Agentic Commerce Recommendation Service to identify relevant products. Commerce intelligence-powered filtering: Criteo applies real-world shopping and purchase signal to filter and rank products based on what is most relevant for that individual consumer, considering nuances such as product popularity, availability, and user intent. Curated results: Criteo returns a curated shortlist of product recommendations, rather than raw catalog data.お知らせ • Jan 21Criteo S.A. to Report Q4, 2025 Results on Feb 11, 2026Criteo S.A. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026Recent Insider Transactions • Dec 21Chief Legal & Transformation Officer recently sold Mex$1.2m worth of stockOn the 17th of December, Ryan Damon sold around 3k shares on-market at roughly Mex$379 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$2.6m. Insiders have been net sellers, collectively disposing of Mex$56m more than they bought in the last 12 months.Recent Insider Transactions • Nov 25Chief Legal & Transformation Officer recently sold Mex$1.2m worth of stockOn the 24th of November, Ryan Damon sold around 3k shares on-market at roughly Mex$361 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$2.6m. Insiders have been net sellers, collectively disposing of Mex$54m more than they bought in the last 12 months.Recent Insider Transactions • Nov 14Independent Chairman recently bought Mex$2.0m worth of stockOn the 10th of November, Frederik van der Kooi bought around 5k shares on-market at roughly Mex$396 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Frederik has been a buyer over the last 12 months, purchasing a net total of Mex$2.9m worth in shares.Recent Insider Transactions • Nov 05Independent Director recently bought Mex$1.8m worth of stockOn the 3rd of November, Ernst Teunissen bought around 4k shares on-market at roughly Mex$420 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$63m more in shares than they bought in the last 12 months.Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.72 (vs US$0.11 in 3Q 2024)Third quarter 2025 results: EPS: US$0.72 (up from US$0.11 in 3Q 2024). Revenue: US$469.7m (up 2.3% from 3Q 2024). Net income: US$37.8m (up US$31.5m from 3Q 2024). Profit margin: 8.0% (up from 1.4% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 16% p.a. on average during the next 3 years, while revenues in the Global Media industry are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Oct 29Criteo Appoints Edouard Dinichert as Chief Customer Officer, Effective December 1, 2025Criteo announced the appointment of Edouard Dinichert as Chief Customer Officer, effective December 1, 2025. In this role based in New York City, Dinichert will report directly to Chief Executive Officer Michael Komasinski and will lead global sales and operations for Criteo's Performance Media business. He will focus on accelerating growth and strengthening commercial excellence, while ensuring that client success remains central to Criteo's approach. His appointment underscores the Company's continued commitment to advancing client success and driving performance-led innovation globally. Dinichert brings more than 20 years of industry experience leading global revenue organizations that bridge creativity, data, and performance. He most recently served as Chief Revenue Officer at TripleLift and was one of the three executives who led the Office of the CEO from July 2024 to January 2025. At TripleLift, he scaled the company's creative supply-side platform (SSP) offerings across retail media, CTV, and data-driven curation. Earlier, he spent over a decade at Amazon, where he launched and led Amazon Advertising in France and then built its global Ad Tech Sales & Services organization, encompassing Amazon DSP, Amazon Ad Server (formerly Sizmek), and Amazon Marketing Cloud adoption and growth. Working closely with AWS and cross-functional teams, he advanced privacy-aware solutions that connected CRM, media, and analytics, while fostering API-first innovation with agencies and partners.お知らせ • Oct 15Criteo S.A. to Report Q3, 2025 Results on Oct 29, 2025Criteo S.A. announced that they will report Q3, 2025 results on Oct 29, 2025お知らせ • Jun 18Criteo Debuts Auction-Based Display Ads to Help Clients Unlock More Value in Retail MediaCriteo announced the launch of its Auction-Based Display technology, bringing programmatic flexibility into retail media environments and helping to propel the industry forward. This advancement, paired with Criteo's full suite of ad formats, empowers brands to inspire product discovery and buy retail media in a way that best suits their needs. Criteo's Auction-Based Display technology is purpose-built for the unique dynamics of retail environments, helping leading players like Costco, Shipt and soon to come Albertsons Media Collective bolster their media offerings with biddable trading optionality, flexible pricing, streamlined and efficient workflows, and advanced controls for ad relevancy. By complementing existing reservation-based deals with auction-based buy types, retailers and marketplaces can also unlock new monetization opportunities and access national media budgets. Unlike traditional publisher sites, retail platforms demand highly relevant and timely ads. Criteo's auction-Based Display technology adds a new buying option alongside fixed pricing, allowing advertiser-driven bidding that better reflects real-time category dynamics and seasonal demand. Combined with advanced controls for ad relevancies, this approach helps retailers maximize yield on high-demand placements while staying competitive across the ecosystem. Advertisers also benefit from standardized campaign execution and measurement across Sponsored Products, Display, and Video--all within a single platform--making it easier to optimize multi-retailer campaigns at scale.お知らせ • Apr 23Criteo S.A. Introduces Onsite Video to Its Retail Media MixCriteo S.A. announced the general availability of its Onsite Video solution for retail media. This innovative offering integrates shoppable video ad formats directly into the digital storefronts of Criteo's retailer partners, including Albertsons®? Companies Inc., Costco, Walmart Mexico, and a growing network of other top retailers. The new solution enables brands and advertisers to seamlessly bridge storytelling and sales at the point of purchase, driving both brand affinity and conversions. With the introduction of Onsite Video, Criteo now offers a comprehensive, full-funnel onsite advertising suite, combining Video, Display and Sponsored Product ad formats in one unified platform. This expansion further strengthens Criteo's position as the go-to platform for performance-driven commerce media, while also providing brands and agencies new ways to influence shoppers higher in the marketing funnel. Research reveals that onsite retail media can generate up to 70% in gross margins, making it a valuable revenue stream for retailers. For advertisers, it engages high-intent shoppers with dynamic content at critical purchase decision-making moments. When combined with Display and Sponsored Products ads, Onsite Video has shown a 5.6x lift in new-to-brand customers, highlighting its impact in full-funnel strategies focused on expanding reach, driving awareness and acquiring new customers. Early adopters are already unlocking the full potential of Onsite Video as part of holistic, full-funnel campaigns. Albertsons Media Collective®?, the retail media arm for Albertsons Cos., is a beta partner for Onsite Video and saw standout results in a test campaign where shoppers exposed to both Onsite Video and Sponsored Products delivered a 280% increase in click-through rates, signaling deeper engagement. When paired with Sponsored Product ads, Onsite Video also drove a 460% lift in sales, reinforcing its value in influencing purchase decisions and connecting brands with new audiences.お知らせ • Apr 16Criteo S.A. to Report Q1, 2025 Results on May 02, 2025Criteo S.A. announced that they will report Q1, 2025 results on May 02, 2025お知らせ • Apr 14Criteo S.A., Annual General Meeting, Jun 13, 2025Criteo S.A., Annual General Meeting, Jun 13, 2025. Location: 32 rue blanche, 75009 paris, Franceお知らせ • Apr 11Criteo S.A. Announces Board ChangesCriteo S.A. named Frederik (Rik") van der Kooi Chairperson of the Board of Directors (the Board"). Van der Kooi has served as a member of Criteo's Board since June 2023. He succeeds Rachel Picard, who has served as Chairperson for the past five years and will continue service as a director. Criteo has also nominated Stefanie Jay to stand for election to its Board as a new independent director at Criteo's 2025 Annual General Meeting of Shareholders (AGM"). Hubert de Pesquidoux, a Board member and Chairperson of the Audit Committee since 2012, has informed the Board that he will not stand for reelection. With the election of Jay at the AGM, the Board will be comprised of eight directors, seven of whom are considered independent, and four of whom have been added over the last five years. Van der Kooi is an accomplished senior leader with deep digital advertising expertise and extensive executive experience. He most recently served as a Corporate Vice President at Microsoft, where he led its digital advertising business, spanning search, display, native, retail media and video offerings, for over a decade. In this role, he led strategy, sales, marketing and partnerships globally, scaling Microsoft's advertising business to $10 billion. Van der Kooi previously served as Chief Operating Officer of Microsoft's Online Services Division, leading acquisitions and integrations of PromoteIQ in retail media, Xandr and others. Van der Kooi served on the Board of Directors of the Interactive Advertising Bureau (IAB) in the United States, including as Chairman from 2019 through 2021. Jay brings nearly 20 years of experience across omnichannel retail, eCommerce, and digital marketplaces and most recently served as Senior Vice President and Chief Business and Strategy Officer at eBay. Previously, Jay served as Vice President and General Manager at Walmart Media Group (now Walmart Connect), where she transformed its advertising technology stack, grew revenue more than 7X and significantly scaled its retail media platform and operations. She also spearheaded global M&A and business development initiatives at Walmart, including the acquisition of Jet.com and securing strategic partnerships with JD.com, Uber, Lyft, and Google. Earlier in her career, Jay spent over a decade at Goldman Sachs, where she held leadership roles in investment banking and client strategy, including in its Consumer Retail Group.お知らせ • Jan 22Criteo S.A. to Report Q4, 2024 Results on Feb 05, 2025Criteo S.A. announced that they will report Q4, 2024 results on Feb 05, 2025お知らせ • Jan 14+ 1 more updateCriteo S.A. Appoints Michael Komasinski as Chief Executive Officer, Effective from February 15, 2025Criteo S.A. announced that its Board of Directors appointed Michael Komasinski as Chief Executive Officer and a member of the Board, effective February 15, 2025. Komasinski will succeed Megan Clarken who, as previously announced, is retiring and will be stepping down from her role as CEO and from the Board. Clarken will serve in a senior advisory role to ensure a smooth transition. Komasinski brings over two decades of experience in AdTech and building brand and retail relationships globally. He has consistently demonstrated the ability to achieve exceptional results at global organizations, leveraging technology-driven strategies to drive profitable growth while cultivating an inclusive work environment. He currently serves as CEO of the Americas, President of Global Data & Technology, and member of the Group Executive Management team at dentsu, one of the larger global advertising holding companies. He joined dentsu through its acquisition of Merkle in 2016 and led both the EMEA and Americas regions before becoming Global CEO of Merkle in 2021. At dentsu, Komasinski led the technological transformation of its product suite during a time of rapid innovation. Those efforts included embedding AI across dentsu's products and platforms to enhance value for clients and defining dentsu's client-facing data-driven technology strategy, which resulted in significant enterprise client wins. He also has vast retail media expertise, having grown Merkle's retail media consulting practice and combining it with dentsu's leading media buy-side capabilities. Prior to joining dentsu, Komasinski was responsible at Merkle for overseeing a staff of more than 14,000 employees in over 50 locations throughout the Americas, EMEA, and APAC. He previously served in leadership positions at Razorfish, Schawk Retail Marketing, The Nielsen Company, and A.T. Kearney. Komasinski is a board member of the Ad Council and serves on the client advisory boards of Meta and Microsoft. He holds a Bachelor of Science degree in Engineering and Philosophy from Vanderbilt University and an MBA degree from Indiana University'sKelley School of Business.お知らせ • Oct 16Criteo S.A. to Report Q3, 2024 Results on Oct 30, 2024Criteo S.A. announced that they will report Q3, 2024 results on Oct 30, 2024お知らせ • Oct 09Criteo Announces Partnership with Belk Inc. to Launch its Retail Media Arm, the Belk Media NetworkCriteo announced a partnership with Belk Inc. to launch its retail media arm, the Belk Media Network. The partnership offers national brands across the apparel, accessories, beauty and home categories the opportunity to increase awareness and sales on Belk's owned-and-operated properties. The retailer will utilize sponsored products and onsite display, with plans to expand to additional formats in 2025. Access to Criteo's technology and Belk's first-party data will allow brands and agencies to target a unique audience segment of high-earning, predominately women shoppers. In anticipation of another busy holiday shopping season where shoppers have less purchasing power, retail media offers a competitive advantage, allowing for advertisers to reach and activate high-intent consumers amidst a heightened demand for deals. Belk serves customers at nearly 300 stores and Belk Outlet locations spanning across 16 Southeastern states and boasts a strong digital presence. Belk Media Network launches as retail media continues to scale at a rapid pace. With the category expected to surpass $231 billion by 2030, Belk is the latest company to capitalize on the opportunity by joining Criteo's network of 225 global retailer and marketplace partners. Belk is harnessing Criteo's retailer monetization platform, Commerce Yield to optimize monetization opportunities and provide brands and agencies access to its inventory and data for display and sponsored product campaigns. Brands and agencies can also plan, activate, and report on campaigns in real-time and with closed-loop reporting via Criteo's demand-side platform, Commerce Max for a seamless experience that drives performance across the buyer journey.お知らせ • Aug 27+ 1 more updateCriteo S.A. Announces the Retirement of Megan Clarken from the BoardCriteo S.A. announced that Megan Clarken has informed the Board of Directors of her intention to retire within the next 12 months. She will step down from the Board. Clarken has also agreed to remain with Criteo in a senior advisor role providing services until any necessary transition is complete.お知らせ • Jul 26Criteo Announces Senior Executive PromotionsCriteo announced the promotion of key leaders to further propel growth and continue building momentum in Retail Media and Performance Media, effective immediately. Brian Gleason, who joined Criteo in April 2022 as Chief Revenue Officer, will assume the expanded role of Chief Revenue Officer and President, Retail Media. He will oversee the end-to-end execution of Retail Media ambitions, driving even greater efficiency and agility, and further advancing Criteo's market presence and leadership in the fastest-growing channel in digital advertising. He will also continue to lead the company's global commercial organization, driving top-line growth and expanding new client opportunities. Prior to joining Criteo, Gleason was Global Chief Commercial Officer of GroupM, a WPP subsidiary. He also served as CEO of Xaxis, one of the world's largest programmatic audience platforms, and in senior roles at various advertising and technology companies that enjoyed significant growth under his leadership. Ryan Damon, formerly Chief Legal and Corporate Affairs Officer, will assume the expanded role of Chief Legal and Transformation Officer. In addition to overseeing the company's legal, compliance and public affairs, his new responsibilities will cover transformation initiatives to further drive Criteo's Commerce Media Platform vision and execution roadmap, including Criteo's trading infrastructure and custom capabilities. Prior to joining Criteo in 2018, Damon served as Senior Vice President, General Counsel and Secretary at Riverbed Technology where he led legal and corporate development. He has also held senior legal roles at Charles Schwab and was an attorney with the law firm of Gunderson Dettmer in Silicon Valley, representing start-up technology companies and venture capital investors. Connor McGogney, formerly Executive Vice President, Corporate Development, has been promoted to Chief Business Development Officer. Since joining Criteo in 2018, McGogney has been instrumental in shaping Criteo's acquisition and business transformation strategy. As part of the senior leadership team, he will play a central role in driving the company's growth strategy including mergers and acquisitions and forging strategic partnerships to further advance Criteo's global market position. Previously, McGogney was Vice President, Global M&A and Corporate Development at Nielsen. He also served as Vice President, Media and Technology Investment Banking at Credit Suisse. In addition to Brian Gleason and Ryan Damon, Connor McGogney will report directly to Megan Clarken, Chief Executive Officer.お知らせ • Jul 18Criteo S.A. to Report Q2, 2024 Results on Aug 01, 2024Criteo S.A. announced that they will report Q2, 2024 results on Aug 01, 2024お知らせ • Apr 20Criteo S.A. to Report Q1, 2024 Results on May 02, 2024Criteo S.A. announced that they will report Q1, 2024 results on May 02, 2024お知らせ • Apr 17+ 1 more updateCriteo S.A., Annual General Meeting, Jun 25, 2024Criteo S.A., Annual General Meeting, Jun 25, 2024. Agenda: To consider directorate reelections.お知らせ • Feb 28Petrus Advisers Issues a Letter to Criteo SAOn February 27, 2024, Petrus Advisers announced that it sent a letter on February 22, 2024 asking Criteo SA to (i) prepare an investor day as soon as possible to explain its Retail Media strategy and a new mid-term plan, (ii) accelerate the existing share buyback by means of a substantial self-tender of up to $150 million, (iii) no later than Q4 2024, initiate a comprehensive strategic review, including to evaluate all ownership options, and (iv) refresh the board of directors of the Company by adding independent candidates whom the Petrus Advisers will propose, with the aim of strengthening capital markets acumen and industry experience. Petrus Advisers further seek to engage in a dialogue with the Company’s managers and Board members to maximize ADS and shareholder value. Petrus Advisers may also seek to communicate with shareholders and other third parties about such discussions and strategy. Depending on the evolution of the market for the ADS, as well as the outcome of (i) Petrus Advisers discussions with the Company’s managers and Board members (ii) the publication of the Letter, and (iii) the change, if any, in the Company’s strategy, Petrus Advisers may seek to obtain the appointment of new Board members, or the dismissal of existing Board members, at the Company’s next general meeting.お知らせ • Jan 25Criteo S.A. to Report Q4, 2023 Results on Feb 07, 2024Criteo S.A. announced that they will report Q4, 2023 results on Feb 07, 2024お知らせ • Oct 20Criteo S.A. to Report Q3, 2023 Results on Nov 02, 2023Criteo S.A. announced that they will report Q3, 2023 results on Nov 02, 2023お知らせ • Sep 20Criteo Appoints Mohit H Chablani as Head of Sales - Enterprise, IndiaCriteo appointed Mohit H Chablani as the Head of Sales - Enterprise, India. In this role, he will be responsible to carve out the next phase of growth for the India region. Criteo's commerce media platform helps maximize returns and earn more revenue. Brands benefit from the only unified platform that directly connects advertisers with retailers and publishers to drive commerce on the open internet. Prior to joining Criteo, Mohit worked as Associate Director - Sales at Affinity Inc. (mCanvas), where he was responsible for revenue generation for the South and East region and was instrumental in significantly growing the South region and creating + growing the digital branding business in the East region. Mohit is a professional and sales leader with an experience of more than 17+ years in sales. His prior candidature includes Gameloft, an established and leading mobile video games developer worldwide; Zedo (acquired by Discovery) was a US and India-based advertising technology company that provided several online advertising products and services to Internet publishers, advertisers, and agencies and Directi (Media.net) comprises of a group of tech businesses.お知らせ • Sep 13Criteo Launches Commerce Max DSP into General Availability and Announces Next-Gen Retailer Monetization Solution SuiteCriteo announced the general availability of its self-service demand-side platform (DSP), Commerce Max, giving brands and agencies a single point of entry to retail media inventory onsite and across premium publishers offsite. Complementing Commerce Max, Criteo is also expanding its retailer monetization solution suite, offering retailers the means to tap previously unattainable demand by paving the way for the integration of marketplace and in-store monetization technologies. Retail media has proven extremely successful for retailers looking to grow additional revenue streams and brands and agencies looking to engage consumers actively in a buying mindset. Until now, however, fragmentation across the industry has held retailers, brands and agencies back from reaching their full potential with retail media. Commerce Max entered market testing in 2022 with leading consumer electronics retailer, Best Buy, and the world's foremost media investment company, GroupM, as exclusive Alpha partner. Over this period, Commerce Max enrolled 10 retailers including Best Buy, Macy's and Shipt. Retailers who have completed campaigns have more than doubled conversion rates on average when running both onsite and offsite advertising though the platform. Now in general availability, brands and agencies across the globe can use Commerce Max to access data and inventory across multiple retailers and marketplaces, finding valuable audiences on these sites and extending these audiences offsite. This is underpinned by closed-loop measurement, enabling advertisers to quickly and efficiently determine the effectiveness of campaigns and optimize accordingly.お知らせ • Jun 16Criteo Launches First-Ever Supply-Side Platform Built for CommerceCriteo announced the launch of Commerce Grid, a first-of-its-kind supply-side platform (SSP) purpose-built for agencies and publishers looking to efficiently connect media and commerce with programmatic. Commerce Grid differentiates itself from other SSPs by bringing Criteo's proprietary Commerce Audiences to both buyers and sellers on the supply side for the first time. When packaged with premium inventory, ad buyers can target these audiences—built from Criteo's leading AI technology that analyzes billions of real-time commerce signals—through their preferred demand-side platform (DSP) to engage with potential customers across all channels, devices, and stages of their shopping journey. Publishers also gain access to other Criteo assets, including shoppable formats and commerce insights. According to McKinsey, commerce media has the potential to generate over $1.3 trillion of enterprise value in the United States alone by 2026, with $50 billion up for grabs by publishers. Connecting Agencies with Premium Audiences to Drive Commerce Outcomes: Omnicom Media Group (OMG), the media services division of leading global marketing and corporate communications company Omnicom Group Inc., served as an exclusive agency partner for the launch.Recent Insider Transactions • Mar 01Key Executive recently sold Mex$6.0m worth of stockOn the 24th of February, Rachel Picard sold around 10k shares on-market at roughly Mex$599 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$6.6m. Rachel has been a net seller over the last 12 months, reducing personal holdings by Mex$13m.お知らせ • Feb 13Criteo Reportedly Explores SaleCriteo S.A. (NasdaqGS:CRTO) is making a new attempt to sell itself after discussions with potential acquirers in previous years proved unsuccessful, according to people familiar with the matter. The Paris-based company, which is listed in New York, kicked off a sale process last week that could attract other companies and private equity firms, one of the sources said. Investment bank Evercore Inc. (EVR.N) is advising Criteo on the process, the sources added. Bloomberg News reported in 2021 that Criteo was fielding takeover interest. It was not immediately clear what prompted the new deal talks. The company has been seeking to reassure shareholders it can overcome challenges to its business of tracking consumer data as iPhone maker Apple Inc. (AAPL.O) and Android developer Google (GOOGL.O) tighten privacy standards on their devices. The sources, who cautioned that no deal is certain, requested anonymity as these discussions are confidential. Criteo declined to comment, while an Evercore spokesperson did not immediately respond to a request for comment. The sale process for Criteo will likely pique the interest of buyout firms that have shown strong interest in audience measurement and analytics companies. In October, Elliott Investment Management's private equity arm and Brookfield Business Partners LP (BBU.N) acquired Nielsen Holdings Plc for $16 billion. Truist analyst Matthew Thornton wrote in a note to clients after the Reuters report that his analysis indicated Criteo could fetch more than $60 per share if it was acquired at the same valuation multiple as Nielsen.Reported Earnings • Feb 09Full year 2022 earnings released: EPS: US$0.15 (vs US$2.21 in FY 2021)Full year 2022 results: EPS: US$0.15 (down from US$2.21 in FY 2021). Revenue: US$2.02b (down 11% from FY 2021). Net income: US$8.95m (down 93% from FY 2021). Profit margin: 0.4% (down from 6.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 24% p.a. on average during the next 3 years, while revenues in the Media industry in South America are expected to grow by 8.3%.お知らせ • Jan 26Criteo S.A. to Report Q4, 2022 Results on Feb 08, 2023Criteo S.A. announced that they will report Q4, 2022 results on Feb 08, 2023Recent Insider Transactions • Jan 25CFO & Principal Accounting Officer recently sold Mex$3.1m worth of stockOn the 23rd of January, Sarah J. Glickman sold around 6k shares on-market at roughly Mex$545 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.6m. Sarah J. has been a net seller over the last 12 months, reducing personal holdings by Mex$31m.Recent Insider Transactions • Nov 23Insider recently sold Mex$3.9m worth of stockOn the 22nd of November, Ryan Damon sold around 8k shares on-market at roughly Mex$510 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$28m. Insiders have been net sellers, collectively disposing of Mex$86m more than they bought in the last 12 months.Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. CEO & Director Megan Clarken was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 09Independent Director recently bought Mex$230k worth of stockOn the 7th of November, Edmond Mesrobian bought around 495 shares on-market at roughly Mex$464 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$82m more in shares than they bought in the last 12 months.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.11 (vs US$0.39 in 3Q 2021)Third quarter 2022 results: EPS: US$0.11 (down from US$0.39 in 3Q 2021). Revenue: US$446.9m (down 12% from 3Q 2021). Net income: US$6.58m (down 72% from 3Q 2021). Profit margin: 1.5% (down from 4.6% in 3Q 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Media industry in South America.Recent Insider Transactions • Oct 26CFO & Principal Accounting Officer recently sold Mex$28m worth of stockOn the 24th of October, Sarah J. Glickman sold around 54k shares on-market at roughly Mex$520 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sarah J.'s only on-market trade for the last 12 months.Recent Insider Transactions • Sep 08Executive VP & Chief Legal Officer recently sold Mex$74k worth of stockOn the 6th of September, Ryan Damon sold around 134 shares on-market at roughly Mex$551 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$8.5m. Insiders have been net sellers, collectively disposing of Mex$52m more than they bought in the last 12 months.Recent Insider Transactions • Aug 17Executive VP & Chief Legal Officer recently sold Mex$8.5m worth of stockOn the 15th of August, Ryan Damon sold around 15k shares on-market at roughly Mex$568 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$52m more than they bought in the last 12 months.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.28 (vs US$0.24 in 2Q 2021)Second quarter 2022 results: EPS: US$0.28 (up from US$0.24 in 2Q 2021). Revenue: US$495.1m (down 10% from 2Q 2021). Net income: US$17.0m (up 15% from 2Q 2021). Profit margin: 3.4% (up from 2.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 52% compared to a 5.8% decline forecast for the industry in Mexico.Board Change • Jul 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. CEO & Director Megan Clarken was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Jun 15CEO & Director recently sold Mex$1.8m worth of stockOn the 13th of June, Megan Clarken sold around 4k shares on-market at roughly Mex$484 per share. This was the largest sale by an insider in the last 3 months. Megan has been a seller over the last 12 months, reducing personal holdings by Mex$40m.Recent Insider Transactions • Jun 04Executive VP & Chief Legal Officer recently sold Mex$69k worth of stockOn the 3rd of June, Ryan Damon sold around 134 shares on-market at roughly Mex$516 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$1.3m. Insiders have been net sellers, collectively disposing of Mex$42m more than they bought in the last 12 months.Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. CEO & Director Megan Clarken was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.株主還元CRTO NMX MediaMX 市場7D0%1.0%1.8%1Yn/a15.0%16.2%株主還元を見る業界別リターン: CRTO NがMX Media業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: CRTO N MX市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is CRTO N's price volatile compared to industry and market?CRTO N volatilityCRTO N Average Weekly Movementn/aMedia Industry Average Movement5.7%Market Average Movement3.8%10% most volatile stocks in MX Market6.1%10% least volatile stocks in MX Market2.5%安定した株価: CRTO Nの株価は、 MX市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のCRTO Nのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト20053,649Michael Komasinskiwww.criteo.comテクノロジーカンパニーであるCriteo S.A.は、北米、南米、ヨーロッパ、中東、アフリカ、アジア太平洋地域において、オープンインターネット上でのマーケティングおよび収益化サービスとインフラを提供している。リテールメディアとパフォーマンスメディアの2つのセグメントで事業を展開している。同社のCriteo Shopper Graphは、デジタルプロパティ上でのトランザクションアクティビティなど、クライアント独自のコマースデータを導き出す。また、ルックアライクファインダー、レコメンデーション、予測入札モデル、レコメンデーションアルゴリズム、ダイナミッククリエイティブ最適化+、スポンサードプロダクトプレースメントアルゴリズム、その他のプロダクトプレースメントアルゴリズムを含むCriteo AI Engineソリューションも提供している。同社のテクノロジーは、様々な地域における分散コンピューティングインフラストラクチャのデータ同期、保存、分析、および多層キャッシングインフラストラクチャを使用した高速データ収集と検索、およびオフライン/オンラインテストプラットフォームである実験プラットフォームで構成されています。さらに、広告費用に対するリターンが高く、複数のマーケティング目標に取り組むことを目指すブランドや代理店から、利益率の高い広告収入を得たり、自社のデジタルストアやオープンインターネット上のメディアオーナーのプロパティで、パーソナライズされた広告を通じてオーディエンスを収益化することで、自社の売上を促進したりする小売業者を支援するRetail Mediaや、コマースの活性化、収益化、サービスを包括するPerformance Mediaを提供している。さらに、メディア・オーナー、広告代理店、パフォーマンス広告主、サードパーティのアドテク・プラットフォーム向けに、高度なメディア・バイイング、販売、パッケージ機能を提供するリアルタイム広告テクノロジーと取引インフラを提供している。小売、旅行、クラシファイドなどの業界にサービスを提供している。同社はMirakl SASと戦略的提携を結んでおり、リテールメディア、サードパーティーセラー、中長期的な広告主にサービスを提供している。Criteo S.A.は2005年に設立され、フランスのパリに本社を置いている。もっと見るCriteo S.A. 基礎のまとめCriteo の収益と売上を時価総額と比較するとどうか。CRTO N 基礎統計学時価総額Mex$15.06b収益（TTM）Mex$1.97b売上高(TTM)Mex$33.02b7.6xPER（株価収益率0.5xP/SレシオCRTO N は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CRTO N 損益計算書（TTM）収益US$1.92b売上原価US$882.96m売上総利益US$1.04bその他の費用US$920.66m収益US$114.49m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.28グロス・マージン53.97%純利益率5.97%有利子負債／自己資本比率0.9%CRTO N の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/12 23:52終値2026/05/19 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Criteo S.A. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。30 アナリスト機関Rocco StraussArete Research Services LLPRichard KramerArete Research Services LLPMark ZgutowiczBenchmark Company27 その他のアナリストを表示
Recent Insider Transactions • May 30Chief Legal & Transformation Officer recently sold Mex$631k worth of stockOn the 26th of May, Ryan Damon sold around 2k shares on-market at roughly Mex$296 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.5m. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.70 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (down from US$0.70 in 1Q 2025). Revenue: US$424.6m (down 5.9% from 1Q 2025). Net income: US$7.82m (down 79% from 1Q 2025). Profit margin: 1.8% (down from 8.4% in 1Q 2025). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Global Media industry are expected to grow by 3.7%.
お知らせ • Apr 30Criteo S.A., Annual General Meeting, Jun 29, 2026Criteo S.A., Annual General Meeting, Jun 29, 2026. Location: 32 rue blanche, 75009 paris, France
お知らせ • Apr 22Criteo S.A. to Report Q1, 2026 Results on May 06, 2026Criteo S.A. announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Mar 31Criteo Expands Go with Full Self-Service Access to Its Ai-Powered Performance PlatformCriteo announced the expansion of its GO platform with full self-service access for small and mid-sized businesses (SMBs) and growth-stage commerce brands. Criteo GO enables advertisers to independently create an account, enter billing details, and launch campaigns in as few as five clicks. By expanding access to Criteo's AI-powered performance capabilities, the company can scale to a wider advertiser base while delivering measurable outcomes across the shopper journey. Designed to simplify activation and dynamically allocate budgets across channels, Criteo GO unifies display, video, native, and social within a single campaign environment. The platform automatically optimizes spend to drive the best outcome, while built-in generative AI creative tools produce and adapt ad formats, including video, to maintain consistent, high-performing messaging across channels. GO campaigns have already demonstrated strong performance in the market. Campaigns that include social activation deliver more than 20% higher return on ad spend (ROAS) compared to traditional configurations. This performance has contributed to increased advertiser investment and lower churn, reinforcing Criteo GO's role as a durable growth driver for the company. As consumer touchpoints fragment across platforms, channels, and devices, many legacy tools remain confined to closed ecosystems, limiting reach and transparency for marketers. Criteo GO addresses this challenge by harnessing the scale of its global commerce data, including 740 million daily shoppers, $1T in annual transactions, and 5 billion product SKUs to help brands engage high-intent consumers wherever they discover and shop online. Criteo GO's Onboarding Agent is available, marking a significant step forward in advancing Criteo's agentic capabilities. By forecasting results and automatically configuring key parameters, the Onboarding Agent reflects Criteo's vision of an AI-powered ecosystem where campaigns are not only automated but intelligently guided from launch to scale. Criteo GO's self-service capabilities are now available in the U.S. and U.K., with plans to expand to other markets later this year.
Recent Insider Transactions • Mar 07CFO & Principal Accounting Officer recently sold Mex$6.5m worth of stockOn the 3rd of March, Sarah J. Glickman sold around 20k shares on-market at roughly Mex$319 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sarah J. has been a net seller over the last 12 months, reducing personal holdings by Mex$13m.
Recent Insider Transactions • May 30Chief Legal & Transformation Officer recently sold Mex$631k worth of stockOn the 26th of May, Ryan Damon sold around 2k shares on-market at roughly Mex$296 per share. This transaction amounted to 1.2% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.5m. Insiders have been net sellers, collectively disposing of Mex$17m more than they bought in the last 12 months.
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.15 (vs US$0.70 in 1Q 2025)First quarter 2026 results: EPS: US$0.15 (down from US$0.70 in 1Q 2025). Revenue: US$424.6m (down 5.9% from 1Q 2025). Net income: US$7.82m (down 79% from 1Q 2025). Profit margin: 1.8% (down from 8.4% in 1Q 2025). Revenue is expected to decline by 11% p.a. on average during the next 3 years, while revenues in the Global Media industry are expected to grow by 3.7%.
お知らせ • Apr 30Criteo S.A., Annual General Meeting, Jun 29, 2026Criteo S.A., Annual General Meeting, Jun 29, 2026. Location: 32 rue blanche, 75009 paris, France
お知らせ • Apr 22Criteo S.A. to Report Q1, 2026 Results on May 06, 2026Criteo S.A. announced that they will report Q1, 2026 results on May 06, 2026
お知らせ • Mar 31Criteo Expands Go with Full Self-Service Access to Its Ai-Powered Performance PlatformCriteo announced the expansion of its GO platform with full self-service access for small and mid-sized businesses (SMBs) and growth-stage commerce brands. Criteo GO enables advertisers to independently create an account, enter billing details, and launch campaigns in as few as five clicks. By expanding access to Criteo's AI-powered performance capabilities, the company can scale to a wider advertiser base while delivering measurable outcomes across the shopper journey. Designed to simplify activation and dynamically allocate budgets across channels, Criteo GO unifies display, video, native, and social within a single campaign environment. The platform automatically optimizes spend to drive the best outcome, while built-in generative AI creative tools produce and adapt ad formats, including video, to maintain consistent, high-performing messaging across channels. GO campaigns have already demonstrated strong performance in the market. Campaigns that include social activation deliver more than 20% higher return on ad spend (ROAS) compared to traditional configurations. This performance has contributed to increased advertiser investment and lower churn, reinforcing Criteo GO's role as a durable growth driver for the company. As consumer touchpoints fragment across platforms, channels, and devices, many legacy tools remain confined to closed ecosystems, limiting reach and transparency for marketers. Criteo GO addresses this challenge by harnessing the scale of its global commerce data, including 740 million daily shoppers, $1T in annual transactions, and 5 billion product SKUs to help brands engage high-intent consumers wherever they discover and shop online. Criteo GO's Onboarding Agent is available, marking a significant step forward in advancing Criteo's agentic capabilities. By forecasting results and automatically configuring key parameters, the Onboarding Agent reflects Criteo's vision of an AI-powered ecosystem where campaigns are not only automated but intelligently guided from launch to scale. Criteo GO's self-service capabilities are now available in the U.S. and U.K., with plans to expand to other markets later this year.
Recent Insider Transactions • Mar 07CFO & Principal Accounting Officer recently sold Mex$6.5m worth of stockOn the 3rd of March, Sarah J. Glickman sold around 20k shares on-market at roughly Mex$319 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sarah J. has been a net seller over the last 12 months, reducing personal holdings by Mex$13m.
Recent Insider Transactions • Mar 02CFO & Principal Accounting Officer recently sold Mex$1.3m worth of stockOn the 24th of February, Sarah J. Glickman sold around 4k shares on-market at roughly Mex$288 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Sarah J. has been a net seller over the last 12 months, reducing personal holdings by Mex$6.5m.
Recent Insider Transactions • Feb 25Chief Legal & Transformation Officer recently sold Mex$795k worth of stockOn the 24th of February, Ryan Damon sold around 3k shares on-market at roughly Mex$288 per share. This transaction amounted to 2.4% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$1.2m. Insiders have been net sellers, collectively disposing of Mex$7.8m more than they bought in the last 12 months.
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 1.0% per year for the foreseeable future. Minor Risk Significant insider selling over the past 3 months (Mex$3.9m sold).
Reported Earnings • Feb 12Full year 2025 earnings released: EPS: US$2.73 (vs US$2.04 in FY 2024)Full year 2025 results: EPS: US$2.73 (up from US$2.04 in FY 2024). Revenue: US$1.94b (flat on FY 2024). Net income: US$144.6m (up 30% from FY 2024). Profit margin: 7.4% (up from 5.8% in FY 2024). Revenue is expected to decline by 19% p.a. on average during the next 3 years, while revenues in the Global Media industry are expected to grow by 4.5%.
お知らせ • Feb 05Criteo Introduces Agentic Commerce Recommendation Service to Power AI Shopping AssistantsCriteo introduced its Agentic Commerce Recommendation Service, designed to power AI shopping assistants with accurate, relevant product recommendations built on Criteo's commerce intelligence. LM platforms are rapidly evolving into AI shopping assistants, while retailers develop their own AI chatbots,encing how consumers discover, compare, and purchase products online. As these AI-driven shopping experiences scale, AI assistants need a commerce-grade recommendation infrastructure that drives outcome-based relevancy by accessing real shopping behavior, not just publicly available product descriptions, to deliver the trusted and personalized results that consumers expect. This approach builds on Criteo's previously published agentic commerce vision. Built on Criteo's Commerce intelligence, its Agentic Commerce Recommendation service delivered up to a 60% improvement in recommendation relevancy compared to third-party approaches based only on product descriptions in Criteo's testing 1. This performance is enabled by the company's unmatched scale of 720 million daily shoppers, $1T in annual transactions, and 4.5 billion product SKUs. The service is available through Criteo's Model Context Protocol (MCP) and directly connects AI-powered shopping assistants with merchant inventory, translating consumer shopping queries into curated, transaction-ready product recommendations. It enables AI assistants to surface the most relevant products for each individual consumer by applying real-world shopping and purchase signals that cannot be accessed through traditional c sprawling tactics. AI assistant query: The AI assistant queries Criteo's Agentic Commerce Recommendation Service to identify relevant products. Commerce intelligence-powered filtering: Criteo applies real-world shopping and purchase signal to filter and rank products based on what is most relevant for that individual consumer, considering nuances such as product popularity, availability, and user intent. Curated results: Criteo returns a curated shortlist of product recommendations, rather than raw catalog data.
お知らせ • Jan 21Criteo S.A. to Report Q4, 2025 Results on Feb 11, 2026Criteo S.A. announced that they will report Q4, 2025 results Pre-Market on Feb 11, 2026
Recent Insider Transactions • Dec 21Chief Legal & Transformation Officer recently sold Mex$1.2m worth of stockOn the 17th of December, Ryan Damon sold around 3k shares on-market at roughly Mex$379 per share. This transaction amounted to 2.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$2.6m. Insiders have been net sellers, collectively disposing of Mex$56m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 25Chief Legal & Transformation Officer recently sold Mex$1.2m worth of stockOn the 24th of November, Ryan Damon sold around 3k shares on-market at roughly Mex$361 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$2.6m. Insiders have been net sellers, collectively disposing of Mex$54m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 14Independent Chairman recently bought Mex$2.0m worth of stockOn the 10th of November, Frederik van der Kooi bought around 5k shares on-market at roughly Mex$396 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Frederik has been a buyer over the last 12 months, purchasing a net total of Mex$2.9m worth in shares.
Recent Insider Transactions • Nov 05Independent Director recently bought Mex$1.8m worth of stockOn the 3rd of November, Ernst Teunissen bought around 4k shares on-market at roughly Mex$420 per share. This transaction amounted to 55% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$63m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 31Third quarter 2025 earnings released: EPS: US$0.72 (vs US$0.11 in 3Q 2024)Third quarter 2025 results: EPS: US$0.72 (up from US$0.11 in 3Q 2024). Revenue: US$469.7m (up 2.3% from 3Q 2024). Net income: US$37.8m (up US$31.5m from 3Q 2024). Profit margin: 8.0% (up from 1.4% in 3Q 2024). The increase in margin was primarily driven by lower expenses. Revenue is expected to decline by 16% p.a. on average during the next 3 years, while revenues in the Global Media industry are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29Criteo Appoints Edouard Dinichert as Chief Customer Officer, Effective December 1, 2025Criteo announced the appointment of Edouard Dinichert as Chief Customer Officer, effective December 1, 2025. In this role based in New York City, Dinichert will report directly to Chief Executive Officer Michael Komasinski and will lead global sales and operations for Criteo's Performance Media business. He will focus on accelerating growth and strengthening commercial excellence, while ensuring that client success remains central to Criteo's approach. His appointment underscores the Company's continued commitment to advancing client success and driving performance-led innovation globally. Dinichert brings more than 20 years of industry experience leading global revenue organizations that bridge creativity, data, and performance. He most recently served as Chief Revenue Officer at TripleLift and was one of the three executives who led the Office of the CEO from July 2024 to January 2025. At TripleLift, he scaled the company's creative supply-side platform (SSP) offerings across retail media, CTV, and data-driven curation. Earlier, he spent over a decade at Amazon, where he launched and led Amazon Advertising in France and then built its global Ad Tech Sales & Services organization, encompassing Amazon DSP, Amazon Ad Server (formerly Sizmek), and Amazon Marketing Cloud adoption and growth. Working closely with AWS and cross-functional teams, he advanced privacy-aware solutions that connected CRM, media, and analytics, while fostering API-first innovation with agencies and partners.
お知らせ • Oct 15Criteo S.A. to Report Q3, 2025 Results on Oct 29, 2025Criteo S.A. announced that they will report Q3, 2025 results on Oct 29, 2025
お知らせ • Jun 18Criteo Debuts Auction-Based Display Ads to Help Clients Unlock More Value in Retail MediaCriteo announced the launch of its Auction-Based Display technology, bringing programmatic flexibility into retail media environments and helping to propel the industry forward. This advancement, paired with Criteo's full suite of ad formats, empowers brands to inspire product discovery and buy retail media in a way that best suits their needs. Criteo's Auction-Based Display technology is purpose-built for the unique dynamics of retail environments, helping leading players like Costco, Shipt and soon to come Albertsons Media Collective bolster their media offerings with biddable trading optionality, flexible pricing, streamlined and efficient workflows, and advanced controls for ad relevancy. By complementing existing reservation-based deals with auction-based buy types, retailers and marketplaces can also unlock new monetization opportunities and access national media budgets. Unlike traditional publisher sites, retail platforms demand highly relevant and timely ads. Criteo's auction-Based Display technology adds a new buying option alongside fixed pricing, allowing advertiser-driven bidding that better reflects real-time category dynamics and seasonal demand. Combined with advanced controls for ad relevancies, this approach helps retailers maximize yield on high-demand placements while staying competitive across the ecosystem. Advertisers also benefit from standardized campaign execution and measurement across Sponsored Products, Display, and Video--all within a single platform--making it easier to optimize multi-retailer campaigns at scale.
お知らせ • Apr 23Criteo S.A. Introduces Onsite Video to Its Retail Media MixCriteo S.A. announced the general availability of its Onsite Video solution for retail media. This innovative offering integrates shoppable video ad formats directly into the digital storefronts of Criteo's retailer partners, including Albertsons®? Companies Inc., Costco, Walmart Mexico, and a growing network of other top retailers. The new solution enables brands and advertisers to seamlessly bridge storytelling and sales at the point of purchase, driving both brand affinity and conversions. With the introduction of Onsite Video, Criteo now offers a comprehensive, full-funnel onsite advertising suite, combining Video, Display and Sponsored Product ad formats in one unified platform. This expansion further strengthens Criteo's position as the go-to platform for performance-driven commerce media, while also providing brands and agencies new ways to influence shoppers higher in the marketing funnel. Research reveals that onsite retail media can generate up to 70% in gross margins, making it a valuable revenue stream for retailers. For advertisers, it engages high-intent shoppers with dynamic content at critical purchase decision-making moments. When combined with Display and Sponsored Products ads, Onsite Video has shown a 5.6x lift in new-to-brand customers, highlighting its impact in full-funnel strategies focused on expanding reach, driving awareness and acquiring new customers. Early adopters are already unlocking the full potential of Onsite Video as part of holistic, full-funnel campaigns. Albertsons Media Collective®?, the retail media arm for Albertsons Cos., is a beta partner for Onsite Video and saw standout results in a test campaign where shoppers exposed to both Onsite Video and Sponsored Products delivered a 280% increase in click-through rates, signaling deeper engagement. When paired with Sponsored Product ads, Onsite Video also drove a 460% lift in sales, reinforcing its value in influencing purchase decisions and connecting brands with new audiences.
お知らせ • Apr 16Criteo S.A. to Report Q1, 2025 Results on May 02, 2025Criteo S.A. announced that they will report Q1, 2025 results on May 02, 2025
お知らせ • Apr 14Criteo S.A., Annual General Meeting, Jun 13, 2025Criteo S.A., Annual General Meeting, Jun 13, 2025. Location: 32 rue blanche, 75009 paris, France
お知らせ • Apr 11Criteo S.A. Announces Board ChangesCriteo S.A. named Frederik (Rik") van der Kooi Chairperson of the Board of Directors (the Board"). Van der Kooi has served as a member of Criteo's Board since June 2023. He succeeds Rachel Picard, who has served as Chairperson for the past five years and will continue service as a director. Criteo has also nominated Stefanie Jay to stand for election to its Board as a new independent director at Criteo's 2025 Annual General Meeting of Shareholders (AGM"). Hubert de Pesquidoux, a Board member and Chairperson of the Audit Committee since 2012, has informed the Board that he will not stand for reelection. With the election of Jay at the AGM, the Board will be comprised of eight directors, seven of whom are considered independent, and four of whom have been added over the last five years. Van der Kooi is an accomplished senior leader with deep digital advertising expertise and extensive executive experience. He most recently served as a Corporate Vice President at Microsoft, where he led its digital advertising business, spanning search, display, native, retail media and video offerings, for over a decade. In this role, he led strategy, sales, marketing and partnerships globally, scaling Microsoft's advertising business to $10 billion. Van der Kooi previously served as Chief Operating Officer of Microsoft's Online Services Division, leading acquisitions and integrations of PromoteIQ in retail media, Xandr and others. Van der Kooi served on the Board of Directors of the Interactive Advertising Bureau (IAB) in the United States, including as Chairman from 2019 through 2021. Jay brings nearly 20 years of experience across omnichannel retail, eCommerce, and digital marketplaces and most recently served as Senior Vice President and Chief Business and Strategy Officer at eBay. Previously, Jay served as Vice President and General Manager at Walmart Media Group (now Walmart Connect), where she transformed its advertising technology stack, grew revenue more than 7X and significantly scaled its retail media platform and operations. She also spearheaded global M&A and business development initiatives at Walmart, including the acquisition of Jet.com and securing strategic partnerships with JD.com, Uber, Lyft, and Google. Earlier in her career, Jay spent over a decade at Goldman Sachs, where she held leadership roles in investment banking and client strategy, including in its Consumer Retail Group.
お知らせ • Jan 22Criteo S.A. to Report Q4, 2024 Results on Feb 05, 2025Criteo S.A. announced that they will report Q4, 2024 results on Feb 05, 2025
お知らせ • Jan 14+ 1 more updateCriteo S.A. Appoints Michael Komasinski as Chief Executive Officer, Effective from February 15, 2025Criteo S.A. announced that its Board of Directors appointed Michael Komasinski as Chief Executive Officer and a member of the Board, effective February 15, 2025. Komasinski will succeed Megan Clarken who, as previously announced, is retiring and will be stepping down from her role as CEO and from the Board. Clarken will serve in a senior advisory role to ensure a smooth transition. Komasinski brings over two decades of experience in AdTech and building brand and retail relationships globally. He has consistently demonstrated the ability to achieve exceptional results at global organizations, leveraging technology-driven strategies to drive profitable growth while cultivating an inclusive work environment. He currently serves as CEO of the Americas, President of Global Data & Technology, and member of the Group Executive Management team at dentsu, one of the larger global advertising holding companies. He joined dentsu through its acquisition of Merkle in 2016 and led both the EMEA and Americas regions before becoming Global CEO of Merkle in 2021. At dentsu, Komasinski led the technological transformation of its product suite during a time of rapid innovation. Those efforts included embedding AI across dentsu's products and platforms to enhance value for clients and defining dentsu's client-facing data-driven technology strategy, which resulted in significant enterprise client wins. He also has vast retail media expertise, having grown Merkle's retail media consulting practice and combining it with dentsu's leading media buy-side capabilities. Prior to joining dentsu, Komasinski was responsible at Merkle for overseeing a staff of more than 14,000 employees in over 50 locations throughout the Americas, EMEA, and APAC. He previously served in leadership positions at Razorfish, Schawk Retail Marketing, The Nielsen Company, and A.T. Kearney. Komasinski is a board member of the Ad Council and serves on the client advisory boards of Meta and Microsoft. He holds a Bachelor of Science degree in Engineering and Philosophy from Vanderbilt University and an MBA degree from Indiana University'sKelley School of Business.
お知らせ • Oct 16Criteo S.A. to Report Q3, 2024 Results on Oct 30, 2024Criteo S.A. announced that they will report Q3, 2024 results on Oct 30, 2024
お知らせ • Oct 09Criteo Announces Partnership with Belk Inc. to Launch its Retail Media Arm, the Belk Media NetworkCriteo announced a partnership with Belk Inc. to launch its retail media arm, the Belk Media Network. The partnership offers national brands across the apparel, accessories, beauty and home categories the opportunity to increase awareness and sales on Belk's owned-and-operated properties. The retailer will utilize sponsored products and onsite display, with plans to expand to additional formats in 2025. Access to Criteo's technology and Belk's first-party data will allow brands and agencies to target a unique audience segment of high-earning, predominately women shoppers. In anticipation of another busy holiday shopping season where shoppers have less purchasing power, retail media offers a competitive advantage, allowing for advertisers to reach and activate high-intent consumers amidst a heightened demand for deals. Belk serves customers at nearly 300 stores and Belk Outlet locations spanning across 16 Southeastern states and boasts a strong digital presence. Belk Media Network launches as retail media continues to scale at a rapid pace. With the category expected to surpass $231 billion by 2030, Belk is the latest company to capitalize on the opportunity by joining Criteo's network of 225 global retailer and marketplace partners. Belk is harnessing Criteo's retailer monetization platform, Commerce Yield to optimize monetization opportunities and provide brands and agencies access to its inventory and data for display and sponsored product campaigns. Brands and agencies can also plan, activate, and report on campaigns in real-time and with closed-loop reporting via Criteo's demand-side platform, Commerce Max for a seamless experience that drives performance across the buyer journey.
お知らせ • Aug 27+ 1 more updateCriteo S.A. Announces the Retirement of Megan Clarken from the BoardCriteo S.A. announced that Megan Clarken has informed the Board of Directors of her intention to retire within the next 12 months. She will step down from the Board. Clarken has also agreed to remain with Criteo in a senior advisor role providing services until any necessary transition is complete.
お知らせ • Jul 26Criteo Announces Senior Executive PromotionsCriteo announced the promotion of key leaders to further propel growth and continue building momentum in Retail Media and Performance Media, effective immediately. Brian Gleason, who joined Criteo in April 2022 as Chief Revenue Officer, will assume the expanded role of Chief Revenue Officer and President, Retail Media. He will oversee the end-to-end execution of Retail Media ambitions, driving even greater efficiency and agility, and further advancing Criteo's market presence and leadership in the fastest-growing channel in digital advertising. He will also continue to lead the company's global commercial organization, driving top-line growth and expanding new client opportunities. Prior to joining Criteo, Gleason was Global Chief Commercial Officer of GroupM, a WPP subsidiary. He also served as CEO of Xaxis, one of the world's largest programmatic audience platforms, and in senior roles at various advertising and technology companies that enjoyed significant growth under his leadership. Ryan Damon, formerly Chief Legal and Corporate Affairs Officer, will assume the expanded role of Chief Legal and Transformation Officer. In addition to overseeing the company's legal, compliance and public affairs, his new responsibilities will cover transformation initiatives to further drive Criteo's Commerce Media Platform vision and execution roadmap, including Criteo's trading infrastructure and custom capabilities. Prior to joining Criteo in 2018, Damon served as Senior Vice President, General Counsel and Secretary at Riverbed Technology where he led legal and corporate development. He has also held senior legal roles at Charles Schwab and was an attorney with the law firm of Gunderson Dettmer in Silicon Valley, representing start-up technology companies and venture capital investors. Connor McGogney, formerly Executive Vice President, Corporate Development, has been promoted to Chief Business Development Officer. Since joining Criteo in 2018, McGogney has been instrumental in shaping Criteo's acquisition and business transformation strategy. As part of the senior leadership team, he will play a central role in driving the company's growth strategy including mergers and acquisitions and forging strategic partnerships to further advance Criteo's global market position. Previously, McGogney was Vice President, Global M&A and Corporate Development at Nielsen. He also served as Vice President, Media and Technology Investment Banking at Credit Suisse. In addition to Brian Gleason and Ryan Damon, Connor McGogney will report directly to Megan Clarken, Chief Executive Officer.
お知らせ • Jul 18Criteo S.A. to Report Q2, 2024 Results on Aug 01, 2024Criteo S.A. announced that they will report Q2, 2024 results on Aug 01, 2024
お知らせ • Apr 20Criteo S.A. to Report Q1, 2024 Results on May 02, 2024Criteo S.A. announced that they will report Q1, 2024 results on May 02, 2024
お知らせ • Apr 17+ 1 more updateCriteo S.A., Annual General Meeting, Jun 25, 2024Criteo S.A., Annual General Meeting, Jun 25, 2024. Agenda: To consider directorate reelections.
お知らせ • Feb 28Petrus Advisers Issues a Letter to Criteo SAOn February 27, 2024, Petrus Advisers announced that it sent a letter on February 22, 2024 asking Criteo SA to (i) prepare an investor day as soon as possible to explain its Retail Media strategy and a new mid-term plan, (ii) accelerate the existing share buyback by means of a substantial self-tender of up to $150 million, (iii) no later than Q4 2024, initiate a comprehensive strategic review, including to evaluate all ownership options, and (iv) refresh the board of directors of the Company by adding independent candidates whom the Petrus Advisers will propose, with the aim of strengthening capital markets acumen and industry experience. Petrus Advisers further seek to engage in a dialogue with the Company’s managers and Board members to maximize ADS and shareholder value. Petrus Advisers may also seek to communicate with shareholders and other third parties about such discussions and strategy. Depending on the evolution of the market for the ADS, as well as the outcome of (i) Petrus Advisers discussions with the Company’s managers and Board members (ii) the publication of the Letter, and (iii) the change, if any, in the Company’s strategy, Petrus Advisers may seek to obtain the appointment of new Board members, or the dismissal of existing Board members, at the Company’s next general meeting.
お知らせ • Jan 25Criteo S.A. to Report Q4, 2023 Results on Feb 07, 2024Criteo S.A. announced that they will report Q4, 2023 results on Feb 07, 2024
お知らせ • Oct 20Criteo S.A. to Report Q3, 2023 Results on Nov 02, 2023Criteo S.A. announced that they will report Q3, 2023 results on Nov 02, 2023
お知らせ • Sep 20Criteo Appoints Mohit H Chablani as Head of Sales - Enterprise, IndiaCriteo appointed Mohit H Chablani as the Head of Sales - Enterprise, India. In this role, he will be responsible to carve out the next phase of growth for the India region. Criteo's commerce media platform helps maximize returns and earn more revenue. Brands benefit from the only unified platform that directly connects advertisers with retailers and publishers to drive commerce on the open internet. Prior to joining Criteo, Mohit worked as Associate Director - Sales at Affinity Inc. (mCanvas), where he was responsible for revenue generation for the South and East region and was instrumental in significantly growing the South region and creating + growing the digital branding business in the East region. Mohit is a professional and sales leader with an experience of more than 17+ years in sales. His prior candidature includes Gameloft, an established and leading mobile video games developer worldwide; Zedo (acquired by Discovery) was a US and India-based advertising technology company that provided several online advertising products and services to Internet publishers, advertisers, and agencies and Directi (Media.net) comprises of a group of tech businesses.
お知らせ • Sep 13Criteo Launches Commerce Max DSP into General Availability and Announces Next-Gen Retailer Monetization Solution SuiteCriteo announced the general availability of its self-service demand-side platform (DSP), Commerce Max, giving brands and agencies a single point of entry to retail media inventory onsite and across premium publishers offsite. Complementing Commerce Max, Criteo is also expanding its retailer monetization solution suite, offering retailers the means to tap previously unattainable demand by paving the way for the integration of marketplace and in-store monetization technologies. Retail media has proven extremely successful for retailers looking to grow additional revenue streams and brands and agencies looking to engage consumers actively in a buying mindset. Until now, however, fragmentation across the industry has held retailers, brands and agencies back from reaching their full potential with retail media. Commerce Max entered market testing in 2022 with leading consumer electronics retailer, Best Buy, and the world's foremost media investment company, GroupM, as exclusive Alpha partner. Over this period, Commerce Max enrolled 10 retailers including Best Buy, Macy's and Shipt. Retailers who have completed campaigns have more than doubled conversion rates on average when running both onsite and offsite advertising though the platform. Now in general availability, brands and agencies across the globe can use Commerce Max to access data and inventory across multiple retailers and marketplaces, finding valuable audiences on these sites and extending these audiences offsite. This is underpinned by closed-loop measurement, enabling advertisers to quickly and efficiently determine the effectiveness of campaigns and optimize accordingly.
お知らせ • Jun 16Criteo Launches First-Ever Supply-Side Platform Built for CommerceCriteo announced the launch of Commerce Grid, a first-of-its-kind supply-side platform (SSP) purpose-built for agencies and publishers looking to efficiently connect media and commerce with programmatic. Commerce Grid differentiates itself from other SSPs by bringing Criteo's proprietary Commerce Audiences to both buyers and sellers on the supply side for the first time. When packaged with premium inventory, ad buyers can target these audiences—built from Criteo's leading AI technology that analyzes billions of real-time commerce signals—through their preferred demand-side platform (DSP) to engage with potential customers across all channels, devices, and stages of their shopping journey. Publishers also gain access to other Criteo assets, including shoppable formats and commerce insights. According to McKinsey, commerce media has the potential to generate over $1.3 trillion of enterprise value in the United States alone by 2026, with $50 billion up for grabs by publishers. Connecting Agencies with Premium Audiences to Drive Commerce Outcomes: Omnicom Media Group (OMG), the media services division of leading global marketing and corporate communications company Omnicom Group Inc., served as an exclusive agency partner for the launch.
Recent Insider Transactions • Mar 01Key Executive recently sold Mex$6.0m worth of stockOn the 24th of February, Rachel Picard sold around 10k shares on-market at roughly Mex$599 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$6.6m. Rachel has been a net seller over the last 12 months, reducing personal holdings by Mex$13m.
お知らせ • Feb 13Criteo Reportedly Explores SaleCriteo S.A. (NasdaqGS:CRTO) is making a new attempt to sell itself after discussions with potential acquirers in previous years proved unsuccessful, according to people familiar with the matter. The Paris-based company, which is listed in New York, kicked off a sale process last week that could attract other companies and private equity firms, one of the sources said. Investment bank Evercore Inc. (EVR.N) is advising Criteo on the process, the sources added. Bloomberg News reported in 2021 that Criteo was fielding takeover interest. It was not immediately clear what prompted the new deal talks. The company has been seeking to reassure shareholders it can overcome challenges to its business of tracking consumer data as iPhone maker Apple Inc. (AAPL.O) and Android developer Google (GOOGL.O) tighten privacy standards on their devices. The sources, who cautioned that no deal is certain, requested anonymity as these discussions are confidential. Criteo declined to comment, while an Evercore spokesperson did not immediately respond to a request for comment. The sale process for Criteo will likely pique the interest of buyout firms that have shown strong interest in audience measurement and analytics companies. In October, Elliott Investment Management's private equity arm and Brookfield Business Partners LP (BBU.N) acquired Nielsen Holdings Plc for $16 billion. Truist analyst Matthew Thornton wrote in a note to clients after the Reuters report that his analysis indicated Criteo could fetch more than $60 per share if it was acquired at the same valuation multiple as Nielsen.
Reported Earnings • Feb 09Full year 2022 earnings released: EPS: US$0.15 (vs US$2.21 in FY 2021)Full year 2022 results: EPS: US$0.15 (down from US$2.21 in FY 2021). Revenue: US$2.02b (down 11% from FY 2021). Net income: US$8.95m (down 93% from FY 2021). Profit margin: 0.4% (down from 6.0% in FY 2021). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 24% p.a. on average during the next 3 years, while revenues in the Media industry in South America are expected to grow by 8.3%.
お知らせ • Jan 26Criteo S.A. to Report Q4, 2022 Results on Feb 08, 2023Criteo S.A. announced that they will report Q4, 2022 results on Feb 08, 2023
Recent Insider Transactions • Jan 25CFO & Principal Accounting Officer recently sold Mex$3.1m worth of stockOn the 23rd of January, Sarah J. Glickman sold around 6k shares on-market at roughly Mex$545 per share. This transaction amounted to 2.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$6.6m. Sarah J. has been a net seller over the last 12 months, reducing personal holdings by Mex$31m.
Recent Insider Transactions • Nov 23Insider recently sold Mex$3.9m worth of stockOn the 22nd of November, Ryan Damon sold around 8k shares on-market at roughly Mex$510 per share. This transaction amounted to 5.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$28m. Insiders have been net sellers, collectively disposing of Mex$86m more than they bought in the last 12 months.
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. CEO & Director Megan Clarken was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 09Independent Director recently bought Mex$230k worth of stockOn the 7th of November, Edmond Mesrobian bought around 495 shares on-market at roughly Mex$464 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$82m more in shares than they bought in the last 12 months.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: US$0.11 (vs US$0.39 in 3Q 2021)Third quarter 2022 results: EPS: US$0.11 (down from US$0.39 in 3Q 2021). Revenue: US$446.9m (down 12% from 3Q 2021). Net income: US$6.58m (down 72% from 3Q 2021). Profit margin: 1.5% (down from 4.6% in 3Q 2021). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Media industry in South America.
Recent Insider Transactions • Oct 26CFO & Principal Accounting Officer recently sold Mex$28m worth of stockOn the 24th of October, Sarah J. Glickman sold around 54k shares on-market at roughly Mex$520 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sarah J.'s only on-market trade for the last 12 months.
Recent Insider Transactions • Sep 08Executive VP & Chief Legal Officer recently sold Mex$74k worth of stockOn the 6th of September, Ryan Damon sold around 134 shares on-market at roughly Mex$551 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth Mex$8.5m. Insiders have been net sellers, collectively disposing of Mex$52m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 17Executive VP & Chief Legal Officer recently sold Mex$8.5m worth of stockOn the 15th of August, Ryan Damon sold around 15k shares on-market at roughly Mex$568 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$52m more than they bought in the last 12 months.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.28 (vs US$0.24 in 2Q 2021)Second quarter 2022 results: EPS: US$0.28 (up from US$0.24 in 2Q 2021). Revenue: US$495.1m (down 10% from 2Q 2021). Net income: US$17.0m (up 15% from 2Q 2021). Profit margin: 3.4% (up from 2.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 52% compared to a 5.8% decline forecast for the industry in Mexico.
Board Change • Jul 18Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. CEO & Director Megan Clarken was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Jun 15CEO & Director recently sold Mex$1.8m worth of stockOn the 13th of June, Megan Clarken sold around 4k shares on-market at roughly Mex$484 per share. This was the largest sale by an insider in the last 3 months. Megan has been a seller over the last 12 months, reducing personal holdings by Mex$40m.
Recent Insider Transactions • Jun 04Executive VP & Chief Legal Officer recently sold Mex$69k worth of stockOn the 3rd of June, Ryan Damon sold around 134 shares on-market at roughly Mex$516 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$1.3m. Insiders have been net sellers, collectively disposing of Mex$42m more than they bought in the last 12 months.
Board Change • Jun 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. CEO & Director Megan Clarken was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
