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Criteo
Criteo (CRTO) investor relations material
Criteo Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved record 2025 results with $1.94 billion revenue, $1.2 billion contribution ex-TAC (up 3.5%), and strong margins, despite industry headwinds and client scope changes.
Adjusted EBITDA margin reached 35% for 2025, with net income up 30% to $149 million and free cash flow up 16% to $211 million.
Strategic focus on commerce intelligence, agentic commerce, and AI-powered solutions, with new product launches and expanded partnerships.
Q4 2025 saw $1,355 million in media spend (+6% YoY), but revenue and contribution ex-TAC declined 4% YoY due to client scope changes.
Financial highlights
2025 revenue was $1.94 billion, contribution ex-TAC $1.2 billion (+3.5%), gross profit $1.05 billion (+7%), and adjusted EBITDA $407 million (+4%).
Adjusted net income was $253 million; adjusted diluted EPS rose to $4.62, and free cash flow was $211 million (+16%).
Q4 2025 revenue was $541 million; contribution ex-TAC was $330 million, down 4% at constant currency.
Q4 adjusted EBITDA was $120 million; net income was $46 million; diluted EPS was $0.90.
Full-year gross margin improved to 54% from 51% in 2024.
Outlook and guidance
2026 guidance targets flat to 2% contribution ex-TAC growth at constant currency, with underlying high single-digit growth excluding a $75 million retail media headwind.
Adjusted EBITDA margin for 2026 projected at 32–34%, with over 40% conversion to free cash flow.
Q1 2026 contribution ex-TAC expected at $245–$250 million, down 9–11% YoY, with adjusted EBITDA of $50–$55 million.
No revenue from agentic commerce initiatives included in 2026 guidance.
CapEx for 2026 expected at $190 million, mainly for data center renewals and AI infrastructure.
When will Retail Media client impact subside?
What is the timeline for US redomiciliation?
How will new buyback authorization be utilized?
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Next Criteo earnings date
Q1 20261 May, 2026
Criteo
Next Criteo earnings date
Q1 20261 May, 2026
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Criteo S.A. is a global technology company specializing in performance marketing and advertising solutions. It offers personalized advertising services powered by data analytics and machine learning. The company is headquartered in Paris, France, and its shares are listed on the NASDAQ.
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