| Metric | Value ($ M) | Q1 FY25 |
|---|---|---|
| Revenue | 424.64 | 5.9% |
| Total Income | 424.64 | 5.9% |
| Expenditure | 414.24 | 2.7% |
| PBT | 12.27 | 75.7% |
| Net Profit | 7.82 | 79.4% |
| OPM | 2.45% | 8.22pp |
| NPM | 1.84% | 6.56pp |
| EPS | 0.16 | 77.1% |
Criteo Reports Q1 2026 Results: Activated Media Spend Surpasses $1 Billion
06 May 2026 · 6 May, 4:42 pm
Summary
Criteo S.A. announced its financial results for the first quarter ended March 31, 2026. Revenue for Q1 2026 was $425 million, a decrease of (6)% year-over-year, while gross profit decreased (6)% to $223 million. Net income for Q1 2026 was $9 million, or $0.15 per share diluted. The company's activated media spend surpassed $1 billion for the first time. Criteo is advancing its AI roadmap and scaling its AI-driven solutions across Performance Media and Retail Media.
Key Highlights
- 1
Criteo's Q1 2026 activated media spend surpassed $1 billion for the first time, marking an 8% year-over-year increase at constant currency.
- 2
Revenue for Q1 2026 was $425 million, a decrease of (6)% year-over-year.
- 3
Gross profit for Q1 2026 was $223 million, also down by (6)% compared to the previous year.
- 4
Net income for Q1 2026 was $9 million, representing $0.15 per share on a diluted basis.
- 5
Adjusted EBITDA for Q1 2026 was $65 million, resulting in an adjusted diluted EPS of $0.73.
- 6
The company deployed $31 million to repurchase shares in Q1 2026.
- 7
Criteo received overwhelming shareholder support to redomicile from France to Luxembourg, with completion expected in the third quarter of 2026.
Management Comments
Michael Komasinski
We delivered a solid start to 2026 with disciplined execution and meaningful progress against our strategy. While the near-term outlook reflects a more challenging environment, we are advancing our AI roadmap, strengthening our commercial organization, and scaling our AI-driven solutions across Performance Media and Retail Media. We remain confident in our path to reacceleration and the opportunity ahead.
Sarah Glickman
Our first quarter results reflect strong execution, while our outlook incorporates macro volatility, including geopolitical tensions in the Middle East and the lower marketing budgets for certain large Performance Media U.S. clients so far in the second quarter. We are taking a prudent approach, with a continued focus on execution and cost discipline.
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