Criteo Management
Management criteria checks 2/4
Criteo's CEO is Michael Komasinski, appointed in Feb 2025, has a tenure of 1.5 years. total yearly compensation is $12.48M, comprised of 5.3% salary and 94.7% bonuses, including company stock and options. directly owns 0.71% of the company’s shares, worth $6.03M. The average tenure of the management team and the board of directors is 5.5 years and 5.3 years respectively.
Key information
Michael Komasinski
Chief executive officer
US$12.5m
Total compensation
| CEO salary percentage | 5.27% |
| CEO tenure | 1.5yrs |
| CEO ownership | 0.7% |
| Management average tenure | 5.5yrs |
| Board average tenure | 5.3yrs |
Recent management updates
Recent updates
CRTO: Higher Discount Rate And Buybacks Will Shape Balanced Return Outlook
Analysts cut their price target on Criteo from $26 to $16 as they now apply a higher discount rate, expect lower revenue growth and slightly tighter profit margins, and use a reduced future P/E assumption in their valuation work. What's in the News for Criteo Criteo scheduled a Special and Extraordinary Shareholders Meeting for December 15, 2026, at the offices of Loyens & Loeff Luxembourg Sarl in Luxembourg, according to company disclosures.
AI Commerce And Retail Media Channels Will Support A Stronger Long-Term Earnings Profile
Catalysts About Criteo Criteo provides advertising technology that uses commerce data and AI decisioning to help brands and retailers reach shoppers across digital channels. What are the underlying business or industry changes driving this perspective?
Criteo at ~$17 is priced at the bear-case DCF intrinsic value following two consecutive guidance cuts, a CFO departure, and negative H1 FCF
Criteo at ~$17 is priced at the bear-case DCF intrinsic value following two consecutive guidance cuts, a CFO departure, and negative H1 FCF — making it a binary bet that Performance Media stabilizes and the capex cycle ends, with meaningful upside if both occur but no margin of safety if either does not. Investment Thesis Retail Media's underlying client base grew 20% in Q2 ex-scope reductions — the core growth engine remains structurally intact and the known $75M headwind is mechanically set to anniversary in Q4 2026, which should produce a sharp reported re-acceleration The OpenAI partnership has 2,000+ brands advertising on ChatGPT across seven countries within five months of launch, representing the first concrete commercial evidence that the agentic commerce thesis is not purely aspirational At 2.2x FY2026E Adj.Criteo: No Light At The End Of The Tunnel As Top Line Deteriorates (Rating Downgrade)
Summary Criteo is downgraded to a sell after a dismal Q2 and sharp guidance cut, signaling a value trap. CRTO now expects a -10% to -12% decline in contribution ex-TAC, with both Retail Media and Performance Media segments deteriorating. Adjusted EBITDA margin guidance drops to 30%, but recent trends make even this lowered target appear at risk. Despite a new partnership with OpenAI, CRTO's execution issues and client churn outweigh any AI-driven upside; I recommend avoiding the stock. Read the full article on Seeking AlphaAI Ad Push And Retail Media Headwinds Will Set Up A Quiet Recovery
Catalysts About Criteo Criteo provides commerce media and AI driven advertising solutions that connect brands, retailers and consumers across channels. What are the underlying business or industry changes driving this perspective?CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$104m |
| Mar 31 2026 | n/a | n/a | US$114m |
| Dec 31 2025 | US$12m | US$658k | US$145m |
Compensation vs Market: Michael's total compensation ($USD12.48M) is above average for companies of similar size in the US market ($USD3.61M).
Compensation vs Earnings: Insufficient data to compare Michael's compensation with company performance.
CEO
Michael Komasinski (55 yo)
Mr. Michael Komasinski has been Chief Executive Officer and Director of Criteo S.A. since February 15, 2025. He served as Chief Executive Officer of CXM (Customer Experience Management) and International M...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.5yrs | US$12.48m | 0.71% $ 6.0m | |
| Advisor | 5.9yrs | US$4.58m | 0.87% $ 7.4m | |
| Chief Legal & Transformation Officer | 7.9yrs | US$3.57m | 0.34% $ 2.9m | |
| Chief Financial Officer | no data | no data | no data | |
| Chief Technology Officer | 6.9yrs | no data | no data | |
| Investor Relations Director | no data | no data | no data | |
| Chief People Officer | 4.9yrs | no data | no data | |
| President of Retail Media | no data | no data | no data | |
| Chief Product Officer & President of Performance Media | 6yrs | no data | no data | |
| Chief Information Security Officer | 5.6yrs | no data | no data | |
| First Senior Vice President of Global Diversity | 5.4yrs | no data | no data | |
| Senior Vice President of Go-to-Market | 5.1yrs | no data | no data |
Experienced Management: CRTO's management team is seasoned and experienced (5.5 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| CEO & Director | 1.5yrs | US$12.48m | 0.71% $ 6.0m | |
| Member of Advisory Board | no data | no data | no data | |
| Member of Advisory Board | no data | no data | no data | |
| Independent Director | 9.5yrs | US$298.73k | 0% $ 0 | |
| Independent Vice Chairman of the Board | 9.2yrs | US$301.86k | 0% $ 0 | |
| Member of Advisory Board | no data | no data | no data | |
| Independent Director | 2.2yrs | US$313.11k | 0% $ 0 | |
| Independent Director | 7.3yrs | US$347.71k | 0% $ 0 | |
| Independent Director | 1.2yrs | US$145.93k | 0% $ 0 | |
| Independent Director | 9.2yrs | US$403.64k | 0% $ 0 | |
| Independent Chairman | 3.2yrs | US$457.55k | 0% $ 0 |
Experienced Board: CRTO's board of directors are considered experienced (5.3 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/08/24 03:46 |
| End of Day Share Price | 2026/08/21 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
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Analyst Sources
Criteo S.A. is covered by 31 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |
| Mark Zgutowicz | Benchmark Company |