财务业绩 - 公司Q2 2024营收为4.71亿美元，同比增长1%[3][8][9] - 公司Q2 2024毛利为2.33亿美元，同比增长17%，毛利率为49%[3][8] - Contribution ex-TAC(类似毛利)为2.67亿美元，同比增长11%[3][8][9] - 公司Q2 2024净利润为2800万美元，同比扭亏为盈[3][10] - 公司Q2 2024调整后EBITDA为9300万美元，同比增长67%，调整后EBITDA率为35%[12] - 公司Q2 2024自由现金流为负400万美元，全年自由现金流为1.42亿美元[15] 业务表现 - 公司2024年第二季度Retail Media业务收入为5,477.7万美元，同比增长23%[8] - 公司2024年上半年Retail Media业务Contribution ex-TAC为1.04亿美元，同比增长29%[9] - 公司2024年第二季度Performance Media营收下降2%[9] - 公司2024年第二季度美洲地区营收为2.12亿美元，同比增长2%[84] - 公司2024年第二季度EMEA地区营收为1.68亿美元，同比增长3%[84] - 公司2024年第二季度APAC地区营收为9.04亿美元，同比下降6%[84] - 公司2024年第二季度客户数为17,744家，同比下降5%[83] 成本费用 - 公司2024年第二季度非GAAP研发费用为3,598万美元，同比下降6%[67] - 公司2024年第二季度非GAAP销售和运营费用为8.24亿美元，同比下降8%[67] - 公司2024年第二季度非GAAP管理费用为3.02亿美元，同比增长4%[67] - 流量获取成本(TAC)同比下降11%，达到204,214万美元[86] 财务指标 - 公司2024年第二季度调整后净利润为6,372万美元，同比增长114%[68] - 公司2024年第二季度调整后每股收益为1.08美元，同比增长104%[71] - 扣除TAC的贡献利润同比增长11%，达到267,093万美元[87] - 零售媒体业务扣除TAC的贡献利润同比增长24%，达到53,866万美元[87] - 绩效媒体业务扣除TAC的贡献利润同比增长8%，达到213,227万美元[87] - 经营活动产生的现金流同比增长23%，达到17,187万美元[88] - 资本支出同比下降54%，达到21,119万美元[88] - 净现金头寸同比下降2%，达到291,698万美元[88] 公司展望 - 公司上调2024年全年Contribution ex-TAC增长指引至10%-12%，调整后EBITDA率指引至约32%[19] - 公司将于2024年11月18日举办Retail Media业务投资者更新会[24] - 公司提供了2024年9月30日和2024年12月31日的财务预测[32] 风险因素 - 公司面临的主要风险包括技术创新、广告库存供给、新业务投资、并购整合、国际扩张、数据隐私法规、通胀和利率波动等[32]

Raises Full Year 2024 OutlookAnnounces Retail Media Investor Update on November 18, 2024NEW YORK, Aug. 1, 2024 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the commerce media company, today announced financial results for the second quarter ended June 30, 2024.Second Quarter 2024 Financial Highlights:The following table summarizes our consolidated financial results for the three months and six months ended June 30, 2024:Three Months Ended Six Months Ended June 30, June 30, 2024 20 ...

When trying to make money in the stock market, knowledge is power, and often larger institutional funds have a grasp of the most pertinent data and information to make trades from. One way to search for this information is by keeping an eye on the activity of these investing institutions which include investment banks, classical hedge funds and activist hedge funds. That last one is particularly interesting, as activist hedge funds are known for their reactionary and “event-driven” investing strategies in o ...

NEW YORK, July 26, 2024 /PRNewswire/ -- Criteo (Nasdaq: CRTO), the commerce media company, today announced the promotion of key leaders to further propel growth and continue building momentum in Retail Media and Performance Media, effective immediately.Brian Gleason, who joined Criteo in April 2022 as Chief Revenue Officer, will assume the expanded role of Chief Revenue Officer and President, Retail Media. He will oversee the end-to-end execution of our Retail Media ambitions, driving even greater efficienc ...

NEW YORK, July 18, 2024 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the Commerce Media company, will announce its financial results for the second quarter ended June 30, 2024, on Thursday, August 1, 2024.On that day, Megan Clarken, Chief Executive Officer, and Sarah Glickman, Chief Financial Officer, will host a conference call at 8:00 AM ET, 2:00 PM CET to discuss these results. They will be joined by Todd Parsons, Chief Product Officer, for the Q&A session.To access the conference call, please use the fol ...

Expanded relationship intended to help address fragmentation in the fast-growing retail media landscapeNEW YORK, July 11, 2024 /PRNewswire/ -- Criteo (Nasdaq: CRTO), the commerce media company today announced a strategic collaboration with Microsoft Advertising to bring Microsoft Advertising's extensive demand to Criteo's global network of 225 retailers. Microsoft Advertising also intends to work with Criteo as its preferred onsite media partner, extending Criteo's monetization technology to Microsoft Adver ...

Criteo's demand-side advertising offering will drive omnichannel advertising for one of America's largest retailers and its brand partners NEW YORK, May 31, 2024 /PRNewswire/ -- Criteo (Nasdaq: CRTO), the commerce media company, today announced a new partnership with Dollar General Media Network (DGMN), the retail media arm of retail giant Dollar General (NYSE: DG). The partnership supports Dollar General's onsite sponsored ad offerings, with plans to extend access to newer ad formats later this year. Crite ...

Daniel Grizelj/DigitalVision via Getty Images Investment Thesis Criteo (NASDAQ:CRTO) is showing strong momentum in its transition into a fast-growing adtech software provider. Upgraded management guidance for 2024 revenue and EBITDA has resulted in a 16% return since our last article three months ago, on February 15th 2024. However, Criteo's EBITDA multiple has remained largely flat. We believe this indicates that the market is still pricing Criteo on this year's metrics, and not giving due credit to its lo ...

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell- side) analysts often affect a stock's price, do they really matter? Let's take a look at what these Wall Street heavyweights have to say about Criteo S.A. (CRTO) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Criteo currently has an average brok ...

NEW YORK, May 6, 2024 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the Commerce Media company, today announced that Megan Clarken, CEO, and Sarah Glickman, CFO, will present at the 52nd Annual J.P. Morgan Global Technology, Media and Communications Conference on Monday, May 20, 2024, at 11:20 AM Eastern Time. A live audio webcast of the presentation will be available on the Company's investor relations website at https://criteo.investorroom.com/. A replay of the presentation will subsequently be available. A ...