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CRITEO Q1 2025 Earnings Report
Criteo reported record first quarter 2025 results, with significant increases in net income, diluted EPS, and cash from operating activities.
Key Takeaways
Criteo announced strong first quarter 2025 financial results, with revenue of $451 million, net income of $40 million, and diluted EPS of $0.66. The company also reported a significant increase in cash from operating activities to $62 million and deployed $56 million for share repurchases.
Revenue for Q1 2025 was $451 million, showing a 0.3% increase year-over-year.
Net income surged to $40 million in Q1 2025, a 367% increase from $9 million in Q1 2024.
Diluted EPS reached $0.66, marking a 450% increase compared to $0.12 in the prior year.
Cash from operating activities significantly increased to $62 million in Q1 2025 from $14 million in Q1 2024.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Criteo's fiscal year 2025 guidance anticipates low-single-digit growth in Contribution ex-TAC at constant currency and an Adjusted EBITDA margin of approximately 33% to 34% of Contribution ex-TAC. For Q2 2025, Contribution ex-TAC is expected to be between $272 million and $278 million, and Adjusted EBITDA between $60 million and $66 million.
Positive Outlook
- Low-single-digit growth in Contribution ex-TAC at constant currency for fiscal year 2025.
- Adjusted EBITDA margin of approximately 33% to 34% of Contribution ex-TAC for fiscal year 2025.
- Q2 2025 Contribution ex-TAC expected to be between $272 million and $278 million.
- Q2 2025 Adjusted EBITDA expected to be between $60 million and $66 million.
- Assumes no additional acquisitions are completed during Q2 2025.
Challenges Ahead
- Uncertain macro-economic backdrop.
- Impact of foreign currency fluctuations on guidance.
- Potential curtailment of services by largest Retail Media client starting November 1, 2025, reducing expected revenue.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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