CRITEO REPORTS SECOND QUARTER 2026 RESULTS
Criteo reported Q2 2026 revenue of $428 million, down 11% year-over-year, with Adjusted EBITDA falling 18% to $73 million. Management lowered its full-year guidance, now projecting Contribution ex-TAC to decline 10% to 12% at constant currency, citing a more conservative view of business trends and scope changes with retail clients. Operational highlights included a 9% increase in media spend to $1.1 billion and the expansion of its OpenAI partnership to include ChatGPT ads inventory in seven countries.
Key figures
- Eps
- 0.8
- Revenue
- 428000000
- Guidance
- FY26 Contribution ex-TAC decrease -12% to -10% at constant currency; Adj EBITDA margin ~30%
- Revenue Yoy
- -11%
- Media spend
- 1100000000
- Adjusted ebitda
- 73000000
- Contribution ex tac
- 255000000
- Share repurchase q2
- 30000000
- Share repurchase ytd
- 61000000
AI analysis
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