UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 for the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from _________ to _________ Commission file number: 001-36153 Criteo S.A. (Exact name of registrant as specified in its charter) France Not Applicable (State or ot ...

财务数据和关键指标变化 - 公司Q1 2024年营收为4.5亿美元,Contribution ex-TAC增长17%,达到2.54亿美元,其中受汇率变动的负面影响为400万美元 [40] - 公司现金流量充沛,Q1自由现金流为1百万美元,总流动性约为8.05亿美元,无长期债务 [54] - 公司调整后每股收益为0.8美元,同比增长60% [54] 各条业务线数据和关键指标变化 - 零售媒体业务收入5.1亿美元,Contribution ex-TAC增长34%,达到5000万美元,主要受益于美国、德国和英国市场以及零售商平台的增长 [44] - 绩效媒体业务收入3.99亿美元,Contribution ex-TAC增长13%,达到2.04亿美元,主要受益于商业受众定向广告增长54%,占整体Contribution ex-TAC的20% [49] - 零售媒体业务和绩效媒体业务均保持高客户留存率,分别接近90%和75% [46][47] 各个市场数据和关键指标变化 - 公司在美国、德国和英国等主要市场的零售媒体业务表现强劲 [44] - 公司在旅游、零售和分类广告等行业均实现了良好增长 [50] 公司战略和发展方向及行业竞争 - 公司正在向"商业媒体"转型,成为连接广告主和零售商的统一平台,在零售媒体和绩效广告领域处于领先地位 [9][37] - 公司在零售媒体业务方面继续扩大市场份额,已与225家零售商和2700个品牌合作,遥遥领先于竞争对手 [10][11] - 公司正在通过整合人工智能技术,不断创新零售媒体广告形式,如在聊天机器人环境中投放赞助广告 [22] - 公司在绩效媒体业务方面,依托最大的商业数据集和领先的AI技术,为广告主提供精准定向广告服务,保持强劲增长 [23][29] 管理层对经营环境和未来前景的评论 - 公司对未来前景充满信心,认为已做好充分准备应对第三方Cookie退出的影响 [32][34] - 公司预计2024年Contribution ex-TAC将实现高个位数增长,零售媒体业务Contribution ex-TAC将达到20%,绩效媒体业务将实现中高个位数增长 [58][60][62] - 公司计划在今年秋季举行投资者更新会议,届时将提供更多关于零售媒体业务的机会和前景 [35] 问答环节重要的提问和回答 问题1 **Mark Zgutowicz 提问** 询问第三方Cookie退出延期对公司业务的影响 [69] **Sarah Glickman 回答** 预计2024年第三方Cookie退出延期对公司业务的影响约为3500万美元,2025年影响约为整体Contribution ex-TAC的10% [73][74] 问题2 **Katy Ansel 提问** 询问第三方Cookie退出延期的原因以及对2025年盈利的影响 [112][118] **Todd Parsons 和 Sarah Glickman 回答** 延期主要是为了让行业参与者做好准备,公司将继续投资于未来的地址解决方案,并保持健康的利润率水平 [115][118] 问题3 **Richard Kramer 提问** 询问公司成为行业标准的关键指标和证明 [136][137] **Megan Clarken 回答** 公司希望成为零售媒体广告支出的主要渠道之一,与亚马逊等巨头形成互补,关键在于持续投资服务客户,扩大供给,提升广告效果和测量能力 [139][140][143]

Criteo S.A. (CRTO) reported $253.89 million in revenue for the quarter ended March 2024, representing a year- over-year increase of 15.1%. EPS of $0.80 for the same period compares to $0.46 a year ago. The reported revenue represents a surprise of +3.17% over the Zacks Consensus Estimate of $246.1 million. With the consensus EPS estimate being $0.61, the EPS surprise was +31.15%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to dete ...

Exhibit 99.1 CRITEO REPORTS RECORD FIRST QUARTER 2024 RESULTS Deployed $62 Million to Repurchase Shares in Q1 2024 Raises Full Year 2024 Outlook NEW YORK - May 2, 2024 - Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the commerce media company, today announced financial results for the first quarter ended March 31, 2024. First Quarter 2024 Financial Highlights: The following table summarizes our consolidated financial results for the three months ended March 31, 2024: Three Months Ended March 31, Y ...

股票表现分析 - 股票接近52周高点并保持稳定表现，为投资者提供有吸引力的机会[1] - 股票触及新的52周高点后往往会出现利润回吐，导致回调和趋势逆转[2] - 投资者常常担心高价股是否被高估，但并非所有接近52周高点的股票都是高估的[3] 高潜股票预测 - Pactiv Evergreen (PTVE)、Pilgrim's Pride Corporation (PPC)和Criteo (CRTO)等股票预计将保持势头并继续创新高[4]

公司股价表现 - Criteo S.A. (CRTO) 最新收盘价为$35.60，较上一交易日下跌了0.68%[1] - 公司股价变动小于标普500指数的涨幅，但高于道琼斯和纳斯达克指数[1] - 过去一个月，公司股价上涨了1.4%，而计算机和科技行业下跌了6.83%，标普500指数下跌了4.16%[2] 财务预期 - 投资者将密切关注Criteo S.A.即将发布的财报，预计每股收益为$0.61，同比增长32.61%，营收预计为$246.1百万美元，同比增长11.55%[3] - Zacks Consensus Estimates 预计公司年度每股收益为$3.54，营收为$1.07十亿美元，同比分别增长11.32%和4.26%[4] 分析师评级和行业排名 - 分析师对Criteo S.A.的预期发生了变化，正面的预期修订传达了分析师对公司业绩和利润潜力的信心[5] - Zacks Rank系统从1（强烈买入）到5（强烈卖出），Criteo S.A.目前持有Zacks Rank 1（强烈买入），平均年回报率为+25%[7] - 互联网-软件和服务行业属于计算机和技术行业，目前该行业的Zacks Industry Rank为32，位于250多个行业的前13%[9] - 个别行业群体的实力由Zacks Industry Rank衡量，排名前50%的行业胜过后50%的行业2比1[10] 市盈率和行业比较 - Criteo S.A.目前的前瞻市盈率为10.05，相比行业的23.62，显示出折价[8] 未来展望 - 使用Zacks.com监控所有这些影响股价的指标，并在未来的交易中持续关注[11]

Criteo S.A. (CRTO) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this company have returned +1%, compared to the Zacks S&P 500 composite's -4% change. During this period, the Zacks Internet - Software and Services industry, which Criteo falls in, has lost 9.6%. The key question now is: What could be the stock's future direction? Wh ...

Criteo S.A. (CRTO) closed at $34.36 in the latest trading session, marking a +0.91% move from the prior day. The stock outperformed the S&P 500, which registered a daily loss of 0.22%. Meanwhile, the Dow gained 0.06%, and the Nasdaq, a tech-heavy index, lost 0.52%. The company's shares have seen a decrease of 3.65% over the last month, not keeping up with the Computer and Technology sector's loss of 1.64% and the S&P 500's loss of 1.66%. Market participants will be closely following the financial results of ...

公司社会责任 - Criteo宣布发布了2023年企业社会责任报告，强调了公司在促进多元化和包容性文化、推动创意合作和可持续变革方面取得的成就[1] - Criteo首次将其环境政策公开，并成为首家通过科学基准倡议批准其碳排放减少目标的AdTech公司[2] 女性比例和薪酬平等 - Criteo在技术岗位的女性比例从2022年的16%提高到2023年的20%，超过AdTech行业平均水平，并连续第三年实现了薪酬平等[3] 可持续性和供应链管理 - Criteo获得EcoVadis颁发的银牌奖，改善了公司供应链的可持续性，并实施了新的可持续采购政策和供应商管理系统[4]

NEW YORK, April 18, 2024 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO), the Commerce Media company, will announce its financial results for the first quarter ended March 31, 2024, on Thursday, May 2, 2024. On that day, Megan Clarken, Chief Executive Officer, Todd Parsons, Chief Product 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. To access the conference call, please use the following dial-in numbers and ask to be joined ...