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Compared to Estimates, Criteo (CRTO) Q2 Earnings: A Look at Key Metrics

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For the quarter ended June 2025, Criteo S.A. (CRTO - Free Report) reported revenue of $292.07 million, up 9.4% over the same period last year. EPS came in at $0.92, compared to $1.08 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $274.72 million, representing a surprise of +6.32%. The company delivered an EPS surprise of +31.43%, with the consensus EPS estimate being $0.70.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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: 17,142 compared to the 16,985 average estimate based on two analysts.
  • Geographic Revenue- Americas: $199.8 million versus the two-analyst average estimate of $207.31 million. The reported number represents a year-over-year change of -5.9%.
  • Geographic Revenue- EMEA: $185.96 million versus the two-analyst average estimate of $178.45 million. The reported number represents a year-over-year change of +10.4%.
  • Geographic Revenue- APAC: $96.92 million versus $99.03 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.2% change.
  • Revenue- Total: $482.67 million versus $492.67 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.4% change.
  • Revenue- Contribution ex-TAC: $292.07 million versus the three-analyst average estimate of $274.72 million. The reported number represents a year-over-year change of +9.4%.
  • Revenue- Traffic Acquisition Costs (TAC): $190.6 million versus the three-analyst average estimate of $219.53 million. The reported number represents a year-over-year change of -6.7%.
  • Revenue- Retail Media: $60.91 million compared to the $63.05 million average estimate based on two analysts. The reported number represents a change of +11.2% year over year.
  • Revenue- Performance Media: $421.76 million versus the two-analyst average estimate of $418.96 million. The reported number represents a year-over-year change of +1.3%.

View all Key Company Metrics for Criteo here>>>

Shares of Criteo have returned -6% over the past month versus the Zacks S&P 500 composite's +3.4% 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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