Seeking Alpha·3d ago
Criteo S.A. (CRTO) Q3 2026 Earnings Call TranscriptCriteo S.A. (CRTO) Q3 2026 Earnings Call Transcript
Criteo's trailing revenue growth of just 0.6% and a latest-quarter decline of 11.3% suggest the legacy retail media business is still losing volume faster than newer channels can replace it.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $0.43-25.2% vs $0.57 | $240M+0.5% vs $239M |
Q3 2026 Aug 5, 2026 | $0.80+13.0% vs $0.71 | $256M-3.0% vs $263M |
Q2 2026 May 6, 2026 | $0.73+28.1% vs $0.57 | $250M+0.9% vs $248M |
Q1 2026 Feb 11, 2026 | $1.30-4.4% vs $1.36 | $330M+0.3% vs $329M |
Criteo S.A. (CRTO) Q3 2026 Earnings Call Transcript
Criteo NASDAQ: CRTO reported third-quarter results that were in line with its expectations on the top line and ahead of plan on adjusted EBITDA, while management pointed to stabilizing spending among large performance media clients and growing traction in connected TV, social and AI advertising channels.
Expanding Performance CTV through differentiated commerce audiences, flexible activation, and connected measurement NEW YORK, Nov. 4, 2026 /PRNewswire/ -- Criteo (NASDAQ: CRTO), the global commerce intelligence platform, today announced the expansion of its Performance Connected TV (CTV) capabilities beyond the U.S. to additional markets. The rollout will begin in Brazil and Mexico by the end of 2026, followed by Canada, the UK, France, Germany, Italy, Spain, Australia, and select additional markets in 2027.
Q3 2026 Media Spend of $1.2 Billion, up 9% Expands Performance CTV Capabilities Across Global Markets NEW YORK, Nov. 4, 2026 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the global commerce intelligence platform, today announced financial results for the third quarter ended September 30, 2026.
Benchmark CRTO against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Criteo S.A. (CRTO)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $15.42 | $774.77M | 10.64 | 0.6% | 3.99% | 6.14% | — | |
| $12.93 | $6.08B | 14.93 | 18.47% | 13.61% | 16.09% | — | |
| $13.56 | $2.08B | 33.66 | 13.92% | 8.22% | 5.82% | — | |
| $27.39 | $3.92B | 22.84 | 6.85% | 23.58% | 19.35% | — | |
| $17.81 | $831.79M | -60.91 | -2.86% | -4.66% | -5.41% | — | |
| $391.22 | $131.43B | 26.12 | 69.99% | 65.89% | 182.97% | — |
Criteo S.A. (CRTO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Criteo S.A. (CRTO) SEC filings — annual & quarterly reports (10-K, 10-Q)
Nov 4, 2026·SEC
Oct 29, 2026·SEC
Aug 5, 2026·SEC
Get notified when CRTO posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Criteo S.A. (CRTO) stock FAQ — growth, dividends, profitability & financials explained
Criteo S.A. (CRTO) reported $1.81B in revenue over the trailing twelve months. Revenue was $1.94B in fiscal year 2025. That is 2128% more than the $87.3M of fiscal year 2010.
Criteo S.A. (CRTO) revenue fell by 7.5% over the trailing twelve months, compared with the twelve months before.
Yes. Criteo S.A. (CRTO) earned $72.2M in net income over the trailing twelve months (a 4.0% net margin).
Criteo S.A. (CRTO) had a return on equity (ROE) of 6.1% over the trailing twelve months. That is below the market's typical 10-15%.
Criteo S.A. (CRTO) generated $131.8M in free cash flow over the trailing twelve months.
