NASDAQ$CRTO

CRITEO SA-SPON ADR · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Criteo reported Q1 2026 revenue of $424.6M with net income of $8.6M ($0.15 diluted EPS).

Criteo delivered $424.6 million of revenue for the quarter ended March 31, 2026, down 6% from $451.4 million. Gross profit was $222.7 million but operating income fell to $10.4 million as R&D and sales expenses rose. Net income was $8.6 million, or $0.15 per diluted share, versus $40.0 million a year ago.

  • Criteo reported Q1 2026 revenue of $424.
  • Quarter ended 2026-03-31; filing date 2026-05-06.
  • Revenue of about $424.6M in the quarter.
  • Diluted EPS $0.15.
  • MD&A discusses retail media network, privacy changes, and margin initiatives; no quarterly EPS guide.…

Headline financials

Total Revenue

$425M

Previous: $451M-5.9%
EPS (adj)

$0.15

Previous: $0.66-77.3%
Net Income

$7.82M

Previous: $37.9M-79.4%
Operating Income

$10.4M

Previous: $48.2M-78.4%
Gross Profit

$223M

Previous: $237M-6.0%

Revenue & EPS history

CRITEO · Revenue · Quarterly

$425M

Q1 2026-5.9%vs Q1 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Revenue by segment

CRITEO · $49.8M total across 1 segment · Q3 2023

  • Retail Media
    $49.8M+21.0%

Forward guidance

MD&A discusses retail media network, privacy changes, and margin initiatives; no quarterly EPS guide.

Tailwinds

  • Still profitable despite revenue decline.
  • Gross profit resilient near 52%.
  • Cash generation supports buybacks.

Headwinds

  • Net income down on higher opex.
  • Privacy and cookie deprecation headwinds.
  • Competition from large ad platforms.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.2%

Avg return

Earnings day

+0.6%

Avg return

5 days after

-0.9%

Avg return

30 days after

53%

26 / 49 earnings

Positive

+30.4%

Q4 2017

Best reaction

-21.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.9%-19.9%-11.9%
Q4 2025-5.0%-8.6%-9.1%
Q3 2025+5.8%+7.0%-4.8%
Q1 2025-12.2%-17.2%-23.8%
Q4 2024+17.6%+14.9%-4.5%
Q3 2024-21.1%-19.4%-4.4%
Q2 2024+4.8%-1.6%+6.5%
Q1 2024+7.5%+7.5%+11.0%
Q4 2023+23.5%+22.3%+27.6%
Q3 2023-14.6%-14.4%-10.9%
Q2 2023-7.5%-9.4%-11.1%
Q1 2023+2.7%+2.6%+10.4%
Q4 2022+8.9%+1.8%-8.5%
Q3 2022+1.7%-1.1%+4.6%
Q2 2022+8.4%+5.3%+8.4%
Q1 2022+6.7%+0.6%+2.9%
Q4 2021-12.1%-14.8%-31.9%
Q3 2021+28.2%+27.5%+20.4%
Q2 2021-3.1%-5.3%-10.7%
Q1 2021-1.7%-3.4%+8.5%
Q4 2020+26.9%+26.6%+33.8%
Q3 2020+21.1%+17.6%+37.0%
Q2 2020-3.6%+6.1%+1.0%
Q1 2020-0.6%-4.0%+2.6%
Q4 2019-10.1%-7.5%-46.6%
Q3 2019-19.0%-15.4%-13.4%
Q2 2019+7.3%+6.1%+5.0%
Q1 2019-15.3%-13.8%-16.2%
Q4 2018+6.4%+6.3%+7.2%
Q3 2018+7.6%+7.0%+12.9%
Q2 2018-18.2%-17.0%-22.8%
Q1 2018+0.8%+3.4%-6.9%
Q4 2017+30.4%+32.5%+28.3%
Q3 2017-11.7%-9.1%-22.3%
Q2 2017-5.3%-6.2%-7.5%
Q1 2017-4.9%-3.1%-3.9%
Q4 2016+2.3%+7.7%+12.2%
Q3 2016+10.9%+16.3%+5.7%
Q2 2016-2.4%-4.3%-10.6%
Q1 2016-6.6%
Q4 2015+27.8%
Q3 2015-18.9%
Q2 2015-7.6%
Q1 2015+5.6%
Q4 2014+3.7%
Q3 2014-1.8%
Q2 2014+3.1%
Q1 2014+2.8%
Q4 2013-11.0%
Q3 2013
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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