Criteo Publishes Q3 2026 Earnings Call Transcript

PUBT · 4d ago
Criteo Publishes Q3 2026 Earnings Call Transcript
  • Criteo’s Q3 2026 earnings call on November 4 featured CEO Michael Komasinski, CFO Connor McGogney and investor relations head Melanie Dambre.
  • Contribution ex-TAC fell 15% at constant currency to $240 million; adjusted EBITDA reached $65 million, exceeding management’s outlook.
  • Full-year guidance remained unchanged, projecting a 10%-12% constant-currency decline in contribution ex-TAC, with an adjusted EBITDA margin of approximately 30%.
  • Fourth-quarter contribution ex-TAC is forecast at $292 million-$298 million; spending by large performance media clients has stabilized without a growth rebound.
  • Some major retailers delayed display launches into 2027, weighing on the fourth-quarter outlook; retail media clients also started October modestly slower.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Criteo SA published the original content used to generate this news brief on November 05, 2026, and is solely responsible for the information contained therein.