NASDAQ$CRTO

CRITEO SA-SPON ADR · Q4 2019 earnings

Q4 2019 earnings · · Investor relations

Briefing

Reported financial results for the fourth quarter and fiscal year 2019.

Criteo's Q4 2019 revenue decreased by 3% year-over-year to $653 million. However, adjusted diluted EPS increased by 29% to $1.08, and free cash flow increased by 4% to $42 million.

  • Revenue decreased 3% year-over-year, or 2% at constant currency, to $653 million.
  • Revenue excluding Traffic Acquisition Costs decreased 2% year-over-year, or 1% at constant currency, to $266 million, representing 41% of revenue.
  • Net income decreased 2% year-over-year to $41 million, representing 6% of revenue.
  • Adjusted diluted EPS increased 29% to $1.08.

Headline financials

Total Revenue

$266M

Previous: $272M-2.1%
EPS (adj)

$1.08

Previous: $0.84+28.6%
Revenue ex-TAC Margin

41.0%

Previous: 41.0%+0.0%
Free Cash Flow

$42M

No prior period
Net Income

$41M

Previous: $38M+8.0%
Operating Income

$58.9M

Previous: $62.2M-5.3%
Gross Profit

$235M

Previous: $233M+0.8%
Cash & Equivalents

$419M

Previous: $364M+15.0%
Total Assets

$1.79B

Previous: $1.6B+12.1%
Stock-Based Comp

$4.24M

Previous: $10.3M-58.7%

Revenue & EPS history

CRITEO · Revenue · Quarterly

$266M

Q4 2019-2.1%vs Q4 2018
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

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

  • Retail Media
    $49.8M+21.0%

Forward guidance

Criteo provided guidance for Q1 2020 and fiscal year 2020, expecting Revenue ex-TAC to be between $209 million and $212 million for Q1 and declining by approximately 10% for the full year.

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 Q4 2019

Historical avgQ4 2019

+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

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro