Feb. 11 at 12:43 PM
$CRTO
🚨
Earnings Miss: Criteo reported Q4 2025 adjusted earnings of
$1.30 per share, missing the consensus estimate of
$1.38.
Revenue: Revenue for the quarter was
$541 million, which outperformed expectations of
$328.96 million.
Net Income: Net income fell to
$46 million in Q4 2025 from
$72 million in Q4 2024.
Full Year 2025 Results: Revenue for the full year was
$1.94 billion, up 1% from 2024, with adjusted EBITDA increasing 4% to
$407 million.
Future Outlook: The company provided a cautious outlook for 2026, forecasting flat to 2% growth in Contribution ex-TAC at constant currency.
Guidance: For Q1 2026, Criteo expects Contribution ex-TAC between
$245 million and
$250 million, a 9% to 11% decline year-over-year.
Capital Allocation: The board increased its share repurchase authorization to up to
$200 million in February 2026.
