Earned & PaidCompanies · adtech platform
Criteo
Sell sideCRTO
Criteo brought in $1.94B of revenue in fiscal 2025, growing -1% a year over five years at a 10% operating margin.
$1.94Brevenue, FY2025
-1%growth a year, 5 years
10%operating margin
Revenue and margin
Bars: revenue, $B (10-K). Line: operating margin. Years where the filing's revenue line isn't comparable are left out of the line.
What they see in the market
What its leaders and filings say about the ad market: its own ad business, or the channels advertisers use, since 2019; counts are statements, not spending.
Retail media 835× since 2019Programmatic & display 739× since 2019AI in marketing 233× since 2019CRM, loyalty & first-party data 119× since 2019Measurement 61× since 2019Creative campaigns 33× since 2019Connected TV & streaming 31× since 2019Paid social 15× since 2022Paid search 6× since 2021Affiliate & lead gen 2× since 2019
- Retail media “For the three months ended June 30, 2026, revenue decreased by (11)% to $428.0 million, compared to the same period in the prior year, due to decreases in Performance Media reflecting soft performance in Commerce Growth, and Retail Media reflecting the headwind from previously…” 10-Q · Aug 5, 2026 · source
- Programmatic & display “Our vision is to deliver full-funnel, cross-channel, self-service advertising that performs.” 10-Q · Aug 5, 2026 · source
- AI in marketing “We leverage commerce data and artificial intelligence ("AI") to connect ecommerce, digital marketing and media monetization to reach consumers throughout their shopping journey.” 10-Q · Aug 5, 2026 · source
- Connected TV & streaming “CTV is another important growth channel.” Michael Komasinski on the earnings call · May 7, 2026 · source
- CRM, loyalty & first-party data “We offer marketers, agencies, retailers and media owners a unified platform for first-party data activation and monetization.” 10-K · Feb 26, 2026 · source
In the news
- Criteo Expands ChatGPT Ads to Six Asian Markets grocerytradenews.com · Sep 28, 2026 · platforms & adtech