Criteo S.A. runs a commerce media platform that helps retailers, brands, agencies, and marketplaces buy and sell digital advertising inventory across the marketing funnel. Its business is built around commerce data, retailer integrations, and performance-based ad delivery, with revenue coming mainly from Retail Media and Performance Media offerings.
12,1 %
54,0 %
7,4 %
+0,6 %
1.27
1.27
| % | |
|---|---|
| Retail Media | 35% Advertising solutions that let brands, agencies, and retailers buy and sell inventory through Criteo's commerce platform. |
| Performance Media | 60% Personalized display advertising and product recommendation products sold on click or impression-based pricing. |
| Professional Services | 3% Implementation and support services tied to Retail Media customer deployments and platform usage. |
| Self-Service / Criteo GO | 2% Self-serve commerce advertising tools aimed at broadening access to the platform for smaller advertisers. |
Criteo sells primarily to commerce clients, especially businesses in digital retail, travel, and marketplaces, and also...
They buy Retail Media tools to monetize onsite traffic and sell digital ad inventory to brands.
They buy performance and retail media placements to drive product discovery and sales.
They use Criteo to manage commerce-focused campaigns for multiple advertiser clients.
They buy performance media to capture demand and convert travelers at key decision points.
They use the platform to monetize traffic and improve ad relevance across listings.
Criteo reports revenue across the Americas, EMEA, and Asia-Pacific, with the Americas still the largest region in the...
Criteo's strategy is to deepen its Commerce Intelligence platform by retaining existing clients, scaling usage, and...
Higher platform adoption increases wallet share and strengthens customer retention.
Retail Media is a key growth engine and benefits from retailer integrations and commerce data.
Self-service can expand the addressable market beyond large enterprise accounts.
Platform performance and scale depend on continued data center and software spending.
Criteo depends on access to large-scale commerce data, so privacy changes, browser restrictions, and shifts in client...
Revenue depends on collecting significant amounts of data from clients, publishers, retailers, browsers, and other sources.
A large customer accounted for 5% of total revenue in 2025 and announced reduced future services.
Lower projected revenue or margin performance could reduce fair value below carrying value.
Retail and consumer brand spend is concentrated in Q4, making quarterly results uneven.
A U.S. retailer customer filed for bankruptcy, leading to a full receivable allowance.
ETSY · Services-Business Services, NEC
SPTY · Services-Advertising Agencies
PINS · Services-Computer Programming, Data Processing, Etc.
SHOP · Services-Prepackaged Software
META · Services-Computer Programming, Data Processing, Etc.
GRPN · Services-Advertising Agencies
: 28/04/2026