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Here's What Key Metrics Tell Us About Criteo (CRTO) Q4 Earnings
CRTOCriteo S.A.(CRTO) ZACKS·2025-02-05 16:00

Core Insights - Criteo S.A. reported revenue of 334.4millionforQ42024,markingayearoveryearincreaseof5.7334.4 million for Q4 2024, marking a year-over-year increase of 5.7% and exceeding the Zacks Consensus Estimate of 327.03 million by 2.25% [1] - The company's EPS for the quarter was 1.75,upfrom1.75, up from 1.52 a year ago, representing an EPS surprise of 28.68% against the consensus estimate of 1.36[1]FinancialPerformanceMetricsTotalrevenueforthequarterwas1.36 [1] Financial Performance Metrics - Total revenue for the quarter was 553.04 million, which fell short of the average estimate of 578.41million,reflectingayearoveryeardecreaseof2.3578.41 million, reflecting a year-over-year decrease of 2.3% [4] - Revenue from Traffic Acquisition Costs (TAC) was reported at 218.64 million, significantly lower than the estimated 251.37million,indicatingayearoveryeardeclineof12.5251.37 million, indicating a year-over-year decline of 12.5% [4] - Contribution revenue excluding TAC was 334.40 million, surpassing the estimate of 327.03million,withayearoveryearincreaseof5.7327.03 million, with a year-over-year increase of 5.7% [4] - Retail Media revenue reached 91.89 million, exceeding the average estimate of 84.95million,andshowingarobustyearoveryeargrowthof2084.95 million, and showing a robust year-over-year growth of 20% [4] - Performance Media revenue was reported at 461.15 million, below the average estimate of 485.66million[4]ClientandGeographicRevenueInsightsCriteosclientcountincreasedto17,269,surpassingtheestimated17,155[4]Geographicrevenuebreakdownshowed:Americas:485.66 million [4] Client and Geographic Revenue Insights - Criteo's client count increased to 17,269, surpassing the estimated 17,155 [4] - Geographic revenue breakdown showed: - Americas: 274.62 million, slightly below the estimate of 277.88million,withayearoveryeardeclineof2.1277.88 million, with a year-over-year decline of 2.1% [4] - APAC: 95.04 million, above the estimate of 94.35million,reflectingayearoveryeardecreaseof1.494.35 million, reflecting a year-over-year decrease of 1.4% [4] - EMEA: 183.37 million, below the estimate of $198.39 million, with a year-over-year decline of 3.1% [4] Stock Performance - Criteo's stock has returned -1.2% over the past month, contrasting with the S&P 500 composite's increase of 1.7% [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]