Criteo (CRTO) Q2 FY26 earnings call

Criteo faced a challenging second quarter with performance media dynamics and large enterprise client spending reductions leading to a revised, more conservative outlook for the year. Despite these headwinds, the company demonstrated strong cost discipline and made significant strategic progress in AI partnerships and Retail Media. Management remains confident in its long-term strategy, focusing on commercial execution and investing in agentic AI and self-service capabilities to drive sustainable growth in 2027 and beyond.