Criteo SA (Pre-Reincorporation)
criteo.comWhat Do They Do?
Delivers personalized digital ads for brands and agencies, and provides retailers and other media owners with technology to monetize advertising space.
10-K for FY2025, filed Feb 26, 2026Criteo connects the global commerce ecosystem for brands, agencies, retailers, and media owners to drive measurable business outcomes.…View ↗
We deliver value to marketers and media owners through our Commerce Intelligence Platform, which combines scalable commerce data, broad…View ↗
Performance Media, we help them capture user activity on their websites and mobile apps, referred to as digital properties, and translate…View ↗
We sell personalized digital display advertisements featuring product-level recommendations either directly to clients or to advertising…View ↗
How Do They Make Money?
Performance Media is the larger business: advertisers and agencies are billed when ads are displayed or clicked, or when they trade digital ad inventory through the platform. Retailers and other advertising technology companies also pay for tools to monetize ad space.
10-K for FY2025, filed Feb 26, 2026We sell personalized digital display advertisements featuring product-level recommendations either directly to clients or to advertising…View ↗
Our pricing models include click- and impression-based pricing, and percentage of spend pricing.View ↗
For campaigns priced on a click or an impression basis, we bill our customers when a user clicks on an advertisement or an advertisement is…View ↗
For campaigns priced on a percentage of working media spend basis, we bill our customers when customers buy and sell digital advertising…View ↗
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10-K for FY2025, filed Feb 26, 2026
FY2025 revenue by reportable segment ↗
$1.9B
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10-K for FY2025, filed Feb 26, 2026
$1.9B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Retail Media
Usage-based
10-K for FY2025, filed Feb 26, 2026 |
14%
FY2022: 10%
|
Retail Media, FY2025
$263.9M Sources
|
Usage-based |
|
Performance Media
Usage-based
10-K for FY2025, filed Feb 26, 2026 |
86%
FY2022: 90%
|
Performance Media, FY2025
$1.7B Sources
|
Usage-based |
Who Are Their Customers?
Brands and agencies use Criteo to run ad campaigns; retailers and media owners use its services to monetize advertising space. It serves clients directly and through agencies, resellers and other third parties; large clients work through brand agencies, while midmarket clients use performance agencies and resellers.
10-K for FY2025, filed Feb 26, 2026Performance Media, we help them capture user activity on their websites and mobile apps, referred to as digital properties, and translate…View ↗
Our ClientsView ↗
On the supply side for commerce media monetization, we power the Retail Media Networks of approximately 235 retailers, as media owners. We…View ↗
As of December 31, 2025, we had a total of approximately 17,000 clients. In 2025, approximately 30% of our client relationships were held…View ↗
Our clients are serviced through a combination of direct and indirect approaches, including through brand agencies for large clients, and…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 7 cents of every revenue dollar as net income in FY2025 and turned 11 cents into free cash flow.
10-K for FY2025, filed Feb 26, 2026
$202.8MView ↗
10-K for FY2025, filed Feb 26, 2026
$144.6MView ↗
10-K for FY2025, filed Feb 26, 2026
$208.5MView ↗
How Are They Changing?
10-Q for Q2 FY2026, filed Aug 5, 2026
Open tableView ↗
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Aug 5, 2026
Criteo appointed Connor McGogney as CFO, succeeding Sarah Glickman
McGogney is to take over as CFO, while Glickman will remain as a senior advisor during the transition.
Sources
8-K, filed Aug 5, 2026
On August 5, 2026, the Company announced that its Board of Directors (the “Board”) has approved the appointment of Connor McGogney as the…View ↗
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Aug 5, 2026
Criteo agreed to merge its Luxembourg company into its U.S. subsidiary
The merger requires shareholder approval, an effective registration statement, exchange listing approval and other conditions.
Sources
8-K, filed Aug 5, 2026
On August 5, 2026, Criteo S.A., a public limited liability company (société anonyme) incorporated and existing under the laws of the Grand…View ↗
Shrinking. Revenue fell 14% in 4 years, from $2.3B in FY2021 to $1.9B in FY2025, about 4% a year.
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