Financial Data and Key Metrics - Revenue for Q3 2021 was $509 million, growing 8% year-over-year, with 72% of growth driven by existing customers and 28% by new clients [30] - Revenue ex-TAC grew 14% to $211 million, with a margin of 41.5%, up 200 basis points year-over-year [31][32] - Adjusted EBITDA was $68 million, up 37% at constant currency, resulting in a margin of 32%, up 6 points year-over-year [40] - Free cash flow was $35 million in Q3, reaching $112 million for the first nine months of 2021 [46] - The company repurchased 1 million shares in Q3 at an average cost of $38.6 per share, with a total share buyback program extended to $175 million [47][48] Business Line Performance - New Solutions grew 66% year-over-year, now representing 28% of total business, up 3 points compared to Q2 [14] - Marketing Solutions saw strong performance, with retargeting growing 1% despite identity restrictions, and Audience-first Targeting solutions growing close to 50% [16][17] - Retail Media delivered 65% growth in Revenue ex-TAC, accelerating by 16 points versus Q2, with 70% year-to-date growth [20] - Omnichannel solutions now represent 20% of New Solutions within Marketing Solutions, growing about 140% [18] Market Performance - Americas: Revenue ex-TAC grew 18% at constant currency, driven by Retail Media and strong performance with Strategic and Core Retail customers [35] - Asia-Pac: Revenue ex-TAC grew 15% at constant currency, driven by Retail business recovery in Japan and enterprise clients in South-East Asia and Korea [36] - EMEA: Revenue ex-TAC grew 8% at constant currency, with strong traction from Retail customers in Germany and Retail Media in France [37] Strategic Direction and Industry Competition - The company is focused on its Commerce Media Platform, leveraging first-party data and AI to drive sustainable growth and long-term shareholder value [6][9] - Retail Media is a key growth area, with the Retail Media Platform now accounting for 62% of Retail Media revenue, up from less than 5% in Q3 2020 [37][38] - The company is well-positioned to capitalize on the shift away from third-party cookies, with 60% of daily active users on the web addressable through direct media integrations [25][28] Management Commentary on Operating Environment and Future Outlook - The company expects a strong holiday season, with ecommerce remaining strong and retailers accelerating investments in multi-channel fulfillment [49][50] - Inflationary pressures and supply chain challenges have not materially impacted the business, with the company's diversified customer base providing resilience [52] - The company raised its full-year 2021 Revenue ex-TAC growth guidance to approximately 10% at constant currency, with new solutions expected to grow above 50% [55] Other Important Information - The company has a global consumer reach of 650 million Daily Active Users and access to over $900 billion of ecommerce sales [8] - The Total Addressable Market for Commerce Media is expected to reach $100 billion by 2024, growing 22% per annum [9] - The company is actively working on alternative solutions to iOS and Chrome, with less than 10% of Revenue ex-TAC exposed to Apple users [10][12] Q&A Session Summary Question: Agency Partnerships and Supply Chain Impact [58] - Agency partnerships have grown significantly, with about a third of business running through agencies today, and further growth expected [59][61] - Supply chain challenges have not significantly impacted advertising spend, with clients shifting focus to promoting available stock [63][64] Question: Bonus Provisions and Travel Recovery [67] - Bonus provisions for 2021 are based on performance, with no catch-up expected in 2022 [69] - Travel business is recovering, with growth double that of last year but still about half of 2019 levels, with new bookings expected in Q4 [70] Question: Privacy Impact and Clean Rooms [72] - The company expects less than $60 million in incremental privacy impacts for 2022, primarily from ATT and iOS 15 [73][74] - Clean rooms are seen as an opportunity, with the company actively partnering with major players to integrate first-party data [75][76] Question: Google Cookie Elimination and Retargeting [80] - The company is well-positioned for Google's cookie elimination, with a focus on building first-party data and product development [81][82] - Retargeting remains resilient, with growth expected to continue in Q4 and 2022 [83] Question: Contextual Advertising and Shoppable Video Ads [88] - The company's contextual advertising capabilities are enhanced by its first-party data and AI expertise, making it a strong player in the market [89][91] - Shoppable video ads are a key focus, with initial testing showing promising results, particularly in online video [94] Question: UID 2.0 Progress [95] - The company is actively supporting UID 2.0, with a focus on interoperability and ecosystem readiness [96][97]

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 September 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from _________ to _________ | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------- ...

August 2021 Criteo Q2 2021 Earnings Investor Presentation CRITEO Safe Harbor Statement This presentation contains "forward-looking" statements that are based on our management's beliefs and assumptions and on information currently available to management. Forward-looking statements include information concerning our possible or assumed future results of operations, business strategies, financing plans, projections, competitive position, industry environment, potential growth opportunities, potential market ...

Criteo SA (NASDAQ:CRTO) Q2 2021 Earnings Conference Call August 4, 2021 8:00 AM ET Company Participants Edouard Lassalle - VP and Head, Investor & Analyst Relations Megan Clarken - CEO & Director Sarah Glickman - CFO & Principal Accounting Officer Todd Parsons - Chief Product Officer Conference Call Participants Douglas Anmuth - JPMorgan Chase & Co. Sarah Simon - Berenberg Matthew Thornton - Truist Securities Andrew Boone - JMP Securities Timothy Nollen - Macquarie Research Daniel Salmon - BMO Capital Marke ...

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 June 30, 2021 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 for the transition period from _________ to _________ | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------|---------------- ...

Criteo S.A. (NASDAQ:CRTO) Q1 2021 Results Earnings Conference Call May 5, 2021 8:00 AM ET Company Participants Edouard Lassalle - SVP, Market Relations & Capital Markets Megan Clarken - Chief Executive Officer Todd Parsons - Chief Product Officer Sarah Glickman - Chief Financial Officer Geoffroy Martin - General Manager of our Growth Portfolio Conference Call Participants Tim Nollen - Macquarie Daniel Salmon - BMO Capital Markets Doug Anmuth - JPMorgan Matthew Thornton - Truist Securities Operator Good morn ...

| --- | --- | |-------|-------| | | | | | | Safe Harbor Statement This presentation contains "forward-looking" statements that are based on our management's beliefs and assumptions and on information currently available to management. Forward-looking statements include information concerning our possible or assumed future results of operations, business strategies, financing plans, projections, competitive position, industry environment, potential growth opportunities, potential market opportunities and the ...

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, 2021 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 | --- | --- | --- | --- | |-------------------------------------------------------------------------- ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 for the Fiscal Year Ended December 31, 2020 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 other jurisdiction of incor ...

Criteo S.A. (NASDAQ:CRTO) Q4 2020 Results Conference Call February 10, 2021 8:00 AM ET Company Participants Edouard Lassalle - SVP, Market Relations & Capital Markets Megan Clarken - Chief Executive Officer Todd Parsons - Chief Product Officer Sarah Glickman - Chief Financial Officer Conference Call Participants Sarah Simon - Berenberg Matthew Thornton - Truist Doug Anmuth - JPMorgan Mark Zgutowicz - Rosenblatt Securities Operator Good morning and welcome to Criteo's Fourth Quarter and Fiscal Year 2020 Ear ...