NasdaqGS:CRTO
NasdaqGS:CRTOMedia

Is Criteo's (CRTO) WPP Media Partnership and AI Focus Shifting Its Commerce Media Strategy?

In the past week, Criteo reported second-quarter sales of US$482.67 million and announced a new partnership with WPP Media to expand commerce intelligence in Connected TV advertising. This collaboration aims to link ad exposure to measurable business outcomes, while executive appointments highlight Criteo's continued focus on AI innovation and retail media leadership. We'll examine how the WPP partnership and leadership expansion impact Criteo's long-term strategy in commerce and performance...
NYSE:PRG
NYSE:PRGConsumer Finance

Will PROG Holdings’ (PRG) Raised 2025 Guidance and Major Buybacks Shift Its Investment Narrative?

PROG Holdings released its second-quarter 2025 results, reporting US$604.66 million in revenue and a net income increase to US$38.48 million from a year ago, alongside updated full-year guidance pointing to higher revenue and earnings ranges. A notable aspect is the completion of a major share repurchase tranche, with the company buying back 899,800 shares in the past quarter, bringing total repurchases to more than half of shares outstanding since 2021. We’ll explore how PROG Holdings’...