CRTO · Criteo S.A. · Earnings Call Transcripts & Audio
$17.37
-0.07 (-0.40%)
At close · Sep 10
View the 10-Q filed Aug 5, 2026
Customer concentration
— top 10 customers 19.5% of revenue
10 customers — 19.5% of revenue (2025)
“Although our overall customer base is well-diversified, with our largest 10 clients representing 19.5% of our revenue in the aggregate in 2025, in certain of our markets and solutions we derive a substantial portion of revenues from a limited number of clients.”
Market Cap
$859.42M
Shares
49.00M
Criteo S.A. Earnings Call Transcripts
Quarterly earnings calls for Criteo S.A. (CRTO), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▼12.1%
$446.92M
$6.58M
'22 Q3
22-10-28
▼13.6%
$564.42M
$15.40M
'22 Q4
23-02-08
▼12.8%
$445.02M
−$11.81M
'23 Q1
23-05-03
▼5.3%
$468.93M
−$2.88M
'23 Q2
23-08-02
▲5%
$469.19M
$6.93M
'23 Q3
23-11-02
▲0.3%
$566.30M
$61.02M
'23 Q4
24-02-07
▲1.1%
$450.06M
$7.24M
'24 Q1
24-05-02
▲0.5%
$471.31M
$26.99M
'24 Q2
24-08-01
▼2.2%
$458.89M
$6.25M
'24 Q3
24-10-30
▼2.3%
$553.03M
$71.09M
'24 Q4
25-02-05
▲0.3%
$451.43M
$37.93M
'25 Q1
25-05-02
▲2.4%
$482.67M
$21.25M
'25 Q2
25-07-30
▼5.9%
$424.64M
$7.82M
'26 Q1
26-05-06
LATEST
▼11.3%
$428.02M
$11.19M
'26 Q2
26-08-05
Conference
Investor event
2026-09-08
Criteo S.A. (CRTO) September 2026 Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q2
2026-08-05
Criteo S.A. (CRTO) Q2 2026 Earnings Call
Revenue
$428.02M
▼ 11.3% YoY Diluted EPS
$0.22
▼ 43.6% YoY Gross margin
51.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-05-06
Criteo S.A. (CRTO) Q1 2026 Earnings Call Transcript
Positive tone
Agentic AI and OpenAI partnership
Retail Media and auction-based display
Take rate dynamics and contribution ex-TAC
Revenue
$424.64M
▼ 5.9% YoY Diluted EPS
$0.15
▼ 77.3% YoY Gross margin
52.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Conference
Investor event
2026-03-04
Criteo S.A. (CRTO) March 2026 Conference Transcript
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY25 · Q4
2026-02-11
Criteo S.A. (CRTO) Q4 2025 Earnings Call Transcript
Positive tone
Retail media leadership
Agentic commerce and LLM partnerships
Performance media and Go self-service
Results not yet reported
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-10-29
Criteo S.A. (CRTO) Q3 2025 Earnings Call Transcript
Confident tone
Retail Media growth and headwinds
Cross-channel diversification (CTV, social, video)
Guidance and forward outlook
Results not yet reported
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Criteo S.A. (CRTO) Q2 2025 Earnings Call Transcript
Positive tone
Retail Media growth drivers
Strategy and vision for unified platform
Vertical / category weakness
Revenue
$482.67M
▲ 2.4% YoY Diluted EPS
$0.39
▼ 15.2% YoY Gross margin
53.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-05-02
Criteo S.A. (CRTO) Q1 2025 Earnings Call Transcript
Revenue
$451.43M
▲ 0.3% YoY Diluted EPS
$0.66
▲ 450% YoY Gross margin
52.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-05
Criteo S.A. (CRTO) Q4 2024 Earnings Call Transcript
Confident tone
Retail Media Growth
Performance Media / Commerce Audiences
Agency Channel Momentum
Revenue
$553.03M*
▼ 2.3% YoY Gross margin
54.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Criteo S.A. (CRTO) Q3 2024 Earnings Call Transcript
Confident tone
Retail Media Growth and Market Share
Commerce GO! Automation Tool
Cookie Deprecation Uncertainty
Revenue
$458.89M
▼ 2.2% YoY Diluted EPS
$0.11
▼ 8.3% YoY Gross margin
50.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-08-01
Criteo S.A. (CRTO) Q2 2024 Earnings Call Transcript
Confident tone
Retail Media growth and market share
Performance Media outlook
Agency adoption and Commerce Max DSP
Revenue
$471.31M
▲ 0.5% YoY Diluted EPS
$0.46
Gross margin
49.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-05-02
Criteo S.A. (CRTO) Q1 2024 Earnings Call Transcript
Confident tone
Retail Media growth and market share
Commerce Audiences and Performance Media
Measurement and MRC accreditation
Revenue
$450.06M
▲ 1.1% YoY Diluted EPS
$0.12
Gross margin
48.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-07
Criteo S.A. (CRTO) Q4 2023 Earnings Call Transcript
Confident tone
Retail Media Growth
Financial Performance
Marketing Solutions / Commerce Audiences
Revenue
$566.30M*
▲ 0.3% YoY Gross margin
48.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-11-02
Criteo S.A. (CRTO) Q3 2023 Earnings Call Transcript
Revenue
$469.19M
▲ 5% YoY Diluted EPS
$0.12
▲ 20% YoY Gross margin
43.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-08-02
Criteo S.A. (CRTO) Q2 2023 Earnings Call Transcript
Revenue
$468.93M
▼ 5.3% YoY Diluted EPS
$-0.05
Gross margin
42.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-05-03
Criteo S.A. (CRTO) Q1 2023 Earnings Call Transcript
Revenue
$445.02M
▼ 12.8% YoY Diluted EPS
$-0.21
▼ 165.6% YoY Gross margin
40.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-08
Criteo S.A. (CRTO) Q4 2022 Earnings Call Transcript
Revenue
$564.42M*
▼ 13.6% YoY Gross margin
43.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-28
Criteo S.A. (CRTO) Q3 2022 Earnings Call Transcript
Revenue
$446.92M
▼ 12.1% YoY Diluted EPS
$0.10
▼ 73% YoY Gross margin
40.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-08-03
Criteo S.A. (CRTO) Q2 2022 Earnings Call Transcript
Revenue
$495.09M
▼ 10.2% YoY Diluted EPS
$-0.56
▼ 343.5% YoY Gross margin
37.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-05-04
Criteo S.A. (CRTO) Q1 2022 Earnings Call Transcript
Revenue
$510.57M
▼ 5.6% YoY Diluted EPS
$0.32
▼ 8.6% YoY Gross margin
36.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-09
Criteo S.A. (CRTO) Q4 2021 Earnings Call Transcript
Revenue
$653.27M*
▼ 1.2% YoY Gross margin
37.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-11-03
Criteo S.A. (CRTO) Q3 2021 Earnings Call Transcript
Revenue
$508.58M
▲ 8.1% YoY Diluted EPS
$0.37
▲ 311.1% YoY Gross margin
34.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-08-04
Criteo S.A. (CRTO) Q2 2021 Earnings Call Transcript
Revenue
$551.31M
▲ 26% YoY Diluted EPS
$0.23
▲ 155.6% YoY Gross margin
33.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-05-05
Criteo S.A. (CRTO) Q1 2021 Earnings Call Transcript
Revenue
$541.08M
▲ 7.5% YoY Diluted EPS
$0.35
▲ 40% YoY Gross margin
33.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-10
Criteo S.A. (CRTO) Q4 2020 Earnings Call Transcript
Revenue
$661.28M*
▲ 1.3% YoY Gross margin
33.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-28
Criteo S.A. (CRTO) Q3 2020 Earnings Call Transcript
Revenue
$470.35M
▼ 10% YoY Diluted EPS
$0.09
▼ 67.9% YoY Gross margin
32.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-29
Criteo S.A. (CRTO) Q2 2020 Earnings Call Transcript
Revenue
$437.61M
▼ 17.1% YoY Diluted EPS
$0.09
▼ 43.8% YoY Gross margin
33.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-01
Criteo S.A. (CRTO) Q1 2020 Earnings Call Transcript
Revenue
$503.38M
▼ 9.8% YoY Diluted EPS
$0.25
▼ 13.8% YoY Gross margin
34.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-11
Criteo S.A. (CRTO) Q4 2019 Earnings Call
Revenue
$652.64M*
▼ 2.6% YoY Gross margin
36.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–29 of 29 earnings calls
Key facts
CIK
1576427
CUSIP
L20675101
13F (30d)
67 filings
67 filers
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