Sign In
NASDAQ:CRTO
Criteo S.A. Stock Earnings Reports
$29.20
+0.350 (+1.21%)
At Close: Apr 16, 2025
Criteo S.A. Earnings Calls
Q1 2025
(Upcoming)
| Release date | May 01, 2025 |
| EPS estimate | $0.760 |
| EPS actual | - |
| Revenue estimate | 259.949M |
| Revenue actual | - |
| Expected change | +/- 10.70% |
Q4 2024
Beat
$1.75 (27.74%)
| Release date | Feb 05, 2025 |
| EPS estimate | $1.37 |
| EPS actual | $1.75 |
| EPS Surprise | 27.74% |
| Revenue estimate | 331.32M |
| Revenue actual | 553.035M |
| Revenue Surprise | 66.92% |
Q3 2024
Beat
$0.96 (14.29%)
| Release date | Oct 30, 2024 |
| EPS estimate | $0.84 |
| EPS actual | $0.96 |
| EPS Surprise | 14.29% |
| Revenue estimate | 333.67M |
| Revenue actual | 458.892M |
| Revenue Surprise | 37.53% |
Q2 2024
Beat
$1.08 (38.46%)
| Release date | Aug 01, 2024 |
| EPS estimate | $0.780 |
| EPS actual | $1.08 |
| EPS Surprise | 38.46% |
| Revenue estimate | 263.62M |
| Revenue actual | 470.866M |
| Revenue Surprise | 78.62% |
Last 4 Quarters for Criteo S.A.
Below you can see how CRTO performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Q2 2024
Beat
| Release date | Aug 01, 2024 |
| Fiscal end date | Jun 30, 2024 |
| Price on release | $46.96 |
| EPS estimate | $0.780 |
| EPS actual | $1.08 |
| EPS surprise | 38.46% |
| Date | Price |
|---|---|
| Jul 26, 2024 | $45.07 |
| Jul 29, 2024 | $44.08 |
| Jul 30, 2024 | $44.19 |
| Jul 31, 2024 | $44.54 |
| Aug 01, 2024 | $46.96 |
| Aug 02, 2024 | $46.67 |
| Aug 05, 2024 | $43.44 |
| Aug 06, 2024 | $43.81 |
| Aug 07, 2024 | $45.51 |
| 4 days before | 4.19% |
| 4 days after | -3.09% |
| On release day | -0.618% |
| Change in period | 0.98% |
Q3 2024
Beat
| Release date | Oct 30, 2024 |
| Fiscal end date | Sep 30, 2024 |
| Price on release | $33.59 |
| EPS estimate | $0.84 |
| EPS actual | $0.96 |
| EPS surprise | 14.29% |
| Date | Price |
|---|---|
| Oct 24, 2024 | $41.00 |
| Oct 25, 2024 | $41.31 |
| Oct 28, 2024 | $40.94 |
| Oct 29, 2024 | $42.66 |
| Oct 30, 2024 | $33.59 |
| Oct 31, 2024 | $33.68 |
| Nov 01, 2024 | $33.44 |
| Nov 04, 2024 | $34.40 |
| Nov 05, 2024 | $34.86 |
| 4 days before | -18.07% |
| 4 days after | 3.78% |
| On release day | 0.268% |
| Change in period | -14.98% |
Q4 2024
Beat
| Release date | Feb 05, 2025 |
| Fiscal end date | Dec 31, 2024 |
| Price on release | $45.17 |
| EPS estimate | $1.37 |
| EPS actual | $1.75 |
| EPS surprise | 27.74% |
| Date | Price |
|---|---|
| Jan 30, 2025 | $37.98 |
| Jan 31, 2025 | $37.99 |
| Feb 03, 2025 | $37.66 |
| Feb 04, 2025 | $38.40 |
| Feb 05, 2025 | $45.17 |
| Feb 06, 2025 | $45.89 |
| Feb 07, 2025 | $45.53 |
| Feb 10, 2025 | $44.14 |
| Feb 11, 2025 | $43.99 |
| 4 days before | 18.93% |
| 4 days after | -2.61% |
| On release day | 1.59% |
| Change in period | 15.82% |
Q1 2025
(Upcoming)
| Release date | May 01, 2025 |
| Fiscal end date | Mar 30, 2025 |
| Price on release | - |
| EPS estimate | $0.760 |
| EPS actual | - |
| Date | Price |
|---|---|
| Apr 10, 2025 | $29.01 |
| Apr 11, 2025 | $28.39 |
| Apr 14, 2025 | $27.93 |
| Apr 15, 2025 | $28.85 |
| Apr 16, 2025 | $29.20 |
Criteo S.A. Earnings Call Transcript Summary of Q4 2024
Leadership Transition
Megan Clarken announced her upcoming retirement, with Michael Komosinski set to take over as CEO on February 15, 2025. Clarken expressed confidence in Komosinski’s ability to lead the company forward.
Strong Financial Performance
- Criteo reported record results for 2024, with total revenue of $1.9 billion, reflecting double-digit growth for three consecutive years.
- Adjusted EBITDA margin increased to 35%, with free cash flow rising 65% year-over-year to $182 million.
- Adjusted EPS for the year was $4.57, up 44% year-over-year.
Retail Media Growth
- The retail media segment generated $258 million in revenue, indicating a 25% increase at constant currency.
- The company is positioned as a leading independent retail media ad tech provider, with significant growth in media spend (over $1.5 billion) at 31% year-over-year.
- Criteo is expanding its partnerships with leading agencies and retailers, highlighted by a new collaboration with Microsoft Advertising.
Client Base Expansion
- 3,500 brands now utilize Criteo's platform, with 1,000 brands added in 2024, a significant increase compared to the previous year.
- The company has successfully signed new retailer partnerships and made advancements in off-site advertising.
Performance Media
- Performance media revenue reached $1.7 billion, with a contribution ex-TAC of $868 million, marking an 8% growth at constant currency.
- The company saw a 32% increase in commerce audiences owing to strong adoption of its AI-powered targeting solutions.
Investment in AI and New Products
- Criteo continues to invest in AI to enhance campaign performance, introducing Commerce Go, an AI-powered tool designed for rapid campaign management.
- The company aims to drive growth through cross-selling and the expansion of its strategic partnerships, targeting enhanced advertising experiences.
2025 Financial Guidance
- Criteo expects contribution ex-TAC to grow in the mid-single digits at constant currency in 2025, with retail media anticipated to grow 20% to 22%.
- The company anticipates an adjusted EBITDA margin of approximately 33% to 34% for 2025, driven by disciplined cost management and ongoing investments.
Market Position
- Criteo emphasizes its commitment to delivering integrated commerce media solutions and a unified advertising experience for clients.
- The company is focused on leveraging its AI capabilities and extensive commerce data to enhance client offerings and drive future growth.
Investors should note Criteo’s positive momentum in retail media, robust financial performance, and strategic investments in AI and new product offerings as indicators of growth potential moving into 2025 and beyond.
Criteo S.A. Earnings History
Earnings Calendar
FAQ
When is the earnings report for CRTO?
Criteo S.A. (CRTO) has scheduled its earnings report for May 01, 2025 before the markets open.
What is the CRTO price-to-earnings (P/E) ratio?
CRTO P/E ratio as of Apr 16, 2025 (TTM) is 13.69.
What is the CRTO EPS forecast?
The forecasted EPS (Earnings Per Share) for Criteo S.A. (CRTO) for the first fiscal quarter 2025 is $0.760.
What are Criteo S.A.'s retained earnings?
On its balance sheet, Criteo S.A. reported retained earnings of $553.04 million for the latest quarter ending Dec 31, 2024.
What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.
Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.
What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
