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.”
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Criteo S.A. shareholders will vote on December 29, 2026 on merging into Criteo Holdings, Inc., with the surviving company’s common stock planned for NYSE listing under the symbol “CRTO” upon completion.
Criteo reported revenue of $416 million and adjusted EBITDA of $65 million, while ContributionXTAC fell 15% at constant currency. It kept 2026 Contribution X-TAC guidance at a 10% to 12% decline.
Criteo S.A. reported Q3 2026 revenue of $416 million, down (11)% year-over-year, and Adjusted EBITDA of $65 million. Fiscal year 2026 guidance calls for Contribution ex-TAC to decrease -12% to -10% year-over-year at constant currency.
Criteo S.A. appointed Jianchang Mao as an independent director effective October 28, 2026, after Edmond Mesrobian resigned from its Board and Compensation Committee effective immediately.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Criteo reported sharp Q3 declines in revenue, gross profit, net income, segment results and adjusted EBITDA, while unchanged full-year guidance still calls for a 10% to 12% Contribution ex-TAC decline and Q4 faces a greater foreign-exchange headwind. Positives include 9% constant-currency media-spend growth, stronger new-business momentum, underlying Retail Media Contribution ex-TAC growth of 10%, CTV, social and OpenAI traction, and lower non-GAAP operating expenses.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted EPS non-GAAP | $0.8 | Q2 2026 | — |
| Adjusted EBITDA non-GAAP | $73.3M | three months ended June 30, 2026 filing | — |
| Adjusted EBITDA margin non-GAAP | 29% | Q2 2026 | — |
| Average CPM for inventory purchased (constant currency) | 26% | Three Months Ended June 30, 2026 filing | — |
| brands advertising on ChatGPT | 2,000 | Q2 2026 | — |
| Capital expenditures | $57.82M | Q2 2026 | — |
| Clients | 16,752 | Q2 2026 | — |
| Contribution ex-TAC non-GAAP | $255.5M | the three months ended June 30, 2026 filing | — |
| Days Sales Outstanding (days - end of month) | 58 | Q2 2026 | — |
| Free Cash Flow (FCF) non-GAAP | -$22M | Six Months Ended June 30, 2026 | — |
| Headcount | 3,543 | Q2 2026 | — |
| Net cash position | $252.34M | Q2 2026 | — |
| Non-GAAP operating expenses non-GAAP | $158M | Q2 2026 | — |
| Performance Media Contribution ex-TAC non-GAAP | $208.31M | Q2 2026 | — |
| Retail Media Contribution ex-TAC non-GAAP | $87.76M | Six Months Ended June 30, 2026 | — |
| share repurchases | $61M | Six Months Ended June 30, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CRTO
this stock
Criteo S.A.
|
$887.34M | -12.5% | +27.7% | 13.2 | 2.5% |
|
APP
AppLovin Corp
|
$135.54B | -39.3% | +70.0% | 27.5 | 3.3% |
|
OMC
Omnicom Group Inc.
|
$24.01B | +9.0% | +10.1% | — | 8.9% |
|
TTD
Trade Desk, Inc.
|
$7.41B | -58.7% | +18.5% | 22.7 | 15.3% |
|
WPP
WPP plc
|
$5.99B | +23.7% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Criteo S.A. shareholders will vote on December 29, 2026 on merging into Criteo Holdings, Inc., with the surviving company’s common stock planned for NYSE listing under the symbol “CRTO” upon completion.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CRTO | +16.9% | +17.5% | +5.9% | +23.1% | -12.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +14.3% | +18.7% | +5.4% | +23.3% | -23.1% |
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
