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Criteo (CRTO) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2024, Criteo S.A. (CRTO - Free Report) reported revenue of $266.1 million, up 8.4% over the same period last year. EPS came in at $0.96, compared to $0.71 in the year-ago quarter.

The reported revenue represents a surprise of -0.27% over the Zacks Consensus Estimate of $266.83 million. With the consensus EPS estimate being $0.84, the EPS surprise was +14.29%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Criteo performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

  • Clients: 17,162 versus 17,706 estimated by two analysts on average.
  • Geographic Revenue- Americas: $206.82 million compared to the $216.10 million average estimate based on two analysts. The reported number represents a change of -3.2% year over year.
  • Geographic Revenue- EMEA: $161.75 million versus $171.59 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -1.9% change.
  • Geographic Revenue- APAC: $90.33 million versus $90.33 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -0.4% change.
  • Revenue- Total: $458.89 million versus $475.19 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.2% change.
  • Revenue- Traffic Acquisition Costs (TAC): -$192.79 million versus $209.32 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -186.1% change.
  • Revenue- Contribution ex-TAC: $266.10 million versus $266.83 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.4% change.
  • Revenues- Performance Media: $398.13 million versus the two-analyst average estimate of $418.98 million.
  • Revenue- Retail Media: $60.77 million versus the two-analyst average estimate of $59.05 million. The reported number represents a year-over-year change of +22%.
View all Key Company Metrics for Criteo here>>>

Shares of Criteo have returned +6.2% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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