Criteo S.A ADR Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-0.2%projected annual EPS growth
Analyst Coverage
8analysts covering
FY EPS (est.)
$3.48next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 3 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Contribution ex-TAC Growth (Constant Currency) Quarterly-900.0%Target: Flat to +2% for FY 2026
Adjusted EBITDA Margin (% of Contribution ex-TAC) Quarterly2,600.0%Target: 32% to 34% for FY 2026
Retail Media Spend Growth Quarterly3,000.0%Target: Accelerate toward high teens to 20% range for underlying Contribution ex-TAC in FY 2026
Watch Items
- Redomiciliation to LuxembourgTrigger: Completion of the conversion processAction: Monitor regulatory filings and shareholder updates in Q3 2026 to confirm transition, followed by plans for U.S. redomiciliation in 2027.
- Retail Media Client Scope ReductionsTrigger: Stabilization of revenue headwind from two large clientsAction: Track quarterly Retail Media Contribution ex-TAC to ensure underlying growth (currently 24% excluding these clients) offsets the $75 million headwind.
- Macroeconomic Impact on Performance Media BudgetsTrigger: Sustained budget cuts from large U.S. enterprise clients and soft discretionary retail spendingAction: Evaluate sales execution under the new commercial leadership and monitor the expected return to growth in Q4 2026.
Research as of 19 Jun 2026