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Dec 31, 2025
CRITEO Q4 2025 Earnings Report
Criteo reported fourth quarter 2025 Contribution ex-TAC of $330.0 million with lower net income year-over-year.
Key Takeaways
For Q4 2025, Criteo generated Contribution ex-TAC of 330042000 and net income of 46371000, with diluted EPS of 0.90. Adjusted EBITDA was 120088000, representing a 36% margin, while Retail Media declined and Performance Media posted modest growth.
Contribution ex-TAC was 330042000 in Q4 2025.
Net income was 46371000 with diluted EPS of 0.90.
Adjusted EBITDA reached 120088000 with a 36% margin.
Retail Media declined year-over-year while Performance Media grew modestly.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For fiscal year 2026, Criteo expects Contribution ex-TAC growth of flat to +2% at constant currency and Adjusted EBITDA margin of approximately 32% to 34%. Q1 2026 Contribution ex-TAC is expected between 245000000 and 250000000 with Adjusted EBITDA between 50000000 and 55000000.
Positive Outlook
- FY 2026 Contribution ex-TAC expected to grow flat to +2% at constant currency.
- Adjusted EBITDA margin expected at approximately 32% to 34% for FY 2026.
- Continued traction in Performance Media.
- Strong liquidity position.
- Expanded share repurchase authorization.
Challenges Ahead
- Scope changes with two Retail Media clients impacting near-term revenue.
- Q1 2026 expected to represent the low point of the year.
- Foreign exchange headwinds.
- Planned growth investments weighing on margins.
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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