Jun 2026 (Q2 FY26) — Aug 5, 2026
Criteo Q2 FY26 — Challenging Quarter with Revised Outlook, Strategic AI and Retail Media Progress
Read the full callCriteo earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 428 | −11.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 3.5 | −2.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 11.2 | −47.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $20.18 on 17 Oct 2025 → $15.21. High $23.28 (13 Jul 2026), low $14.5 (5 Oct 2026).
Overview
Call summaries
Criteo Q2 FY26 — Challenging Quarter with Revised Outlook, Strategic AI and Retail Media Progress
Read the full callEvery analysed call
Financials
Net profit, year on year: −47% (quarter to jun 2026 against jun 2025).
| Line item | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 450 | 471 | 459 | 553 | 451 | 483 | 425 | 428 |
| Operating profit | 10 | 37 | 10 | 95 | 48 | 30 | 10 | 15 |
| Operating margin | 2.3% | 7.8% | 2.1% | 17.1% | 10.7% | 6.3% | 2.5% | 3.5% |
| Other income | 1 | -0 | -0 | 2 | 2 | -2 | 2 | 0 |
| Interest | 0 | 0 | 1 | 0 | 0 | 1 | 1 | 1 |
| Profit before tax | 12 | 37 | 10 | 97 | 50 | 29 | 12 | 15 |
| Tax rate | 25.7% | 23.4% | 36.0% | 25.6% | 20.7% | 20.0% | 30.1% | 23.3% |
| Net profit | 7 | 27 | 6 | 71 | 38 | 21 | 8 | 11 |
| EPS ($ per share) | 0.13 | 0.49 | 0.11 | — | 0.70 | 0.40 | 0.16 | 0.23 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Reserves | 388 | 452 | 491 | 602 | 578 | 555 | 572 | 631 |
| Total liabilities | 629 | 752 | 701 | 785 | 1,268 | 1,280 | 1,185 | 1,015 |
| Fixed assets | 184 | 194 | 190 | 140 | 131 | 126 | 107 | 139 |
| Investments | — | — | 0 | 50 | 25 | 6 | 26 | 23 |
| Total assets | 1,597 | 1,790 | 1,853 | 1,984 | 2,349 | 2,392 | 2,266 | 2,201 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 261 | 223 | 185 | 221 | 256 | 224 | 258 | 311 |
| Cash from investing | -227 | -104 | -101 | -76 | -166 | -109 | -98 | -101 |
| Cash from financing | -63 | -59 | -58 | -80 | -113 | -147 | -270 | -151 |
| Net cash flow | -50 | 54 | 69 | 28 | -67 | -37 | -120 | 51 |
| Capital expenditure | — | — | — | — | -64 | -116 | -78 | -103 |
| Free cash flow | — | — | — | — | 192 | 108 | 180 | 208 |
71 filings between Nov 3, 2025 and Sep 1, 2026.
Purchases
$348.6K
4 purchases by 2 insiders
Sales
$1.83M
28 sales by 4 insiders
Also filed: 10 dispositions to the issuer.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Damon Ryan | — | $823.9K | Sep 1, 2026 |
| Glickman Sarah JS | — | $684.1K | Aug 6, 2026 |
| Komasinski Michael | — | $296.7K | Aug 28, 2026 |
| van der Kooi Frederik | $248.6K | — | Mar 13, 2026 |
| TEUNISSEN ERNST 02494 | $100.0K | — | Nov 3, 2025 |
| McGogney Connor | — | $20.9K | Sep 1, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 1, 2026 | McGogney Connor Chief Financial Officer | Sale | 276 | $4.8K |
| Sep 1, 2026 | Damon Ryan Chief Legal Officer | Sale | 1,079 | $18.9K |
| Aug 31, 2026 | Jay Stefanie Director | Award | 6,200 | $109.9K |
| Aug 28, 2026 | McGogney Connor Chief Financial Officer | Sale | 258 | $4.5K |
| Aug 28, 2026 | Damon Ryan Chief Legal Officer | Sale | 789 | $13.6K |
| Aug 28, 2026 | Komasinski Michael CEO | Sale | 1,656 | $28.6K |
| Aug 24, 2026 | Damon Ryan Chief Legal Officer | Sale | 2,132 | $37.0K |
| Aug 24, 2026 | McGogney Connor Chief Financial Officer | Sale | 671 | $11.7K |
| Aug 10, 2026 | McGogney Connor Chief Financial Officer | Award | 23,090 | $0 |
| Aug 6, 2026 | Glickman Sarah JS Chief Financial Officer | Sale | 6,285 | $108.3K |
| Aug 6, 2026 | Damon Ryan Chief Legal Officer | Sale | 6,178 | $106.4K |
| Aug 6, 2026 | Komasinski Michael CEO | Sale | 15,559 | $268.1K |
| Jul 29, 2026 | Balla Nathalie Director | Disposition to issuer | 33,846 | $0 |
| Jul 29, 2026 | Mesrobian Edmond Director | Award | 32,187 | $0 |
| Jul 29, 2026 | van der Kooi Frederik Director | Disposition to issuer | 26,600 | $0 |
| Jul 29, 2026 | Mesrobian Edmond Director | Disposition to issuer | 32,187 | $0 |
| Jul 29, 2026 | TEUNISSEN ERNST 02494 Director | Disposition to issuer | 12,471 | $0 |
| Jul 29, 2026 | Glickman Sarah JS Chief Financial Officer | Award | 430,897 | $0 |
| Jul 29, 2026 | Lalleman Marie Director | Award | 42,736 | $0 |
| Jul 29, 2026 | Glickman Sarah JS Chief Financial Officer | Disposition to issuer | 430,897 | $0 |
| Jul 29, 2026 | Lalleman Marie Director | Disposition to issuer | 42,736 | $0 |
| Jul 29, 2026 | Komasinski Michael CEO | Award | 361,106 | $0 |
| Jul 29, 2026 | Komasinski Michael CEO | Disposition to issuer | 361,106 | $0 |
| Jul 29, 2026 | Picard Rachel Director | Award | 53,488 | $0 |
| Jul 29, 2026 | Jay Stefanie Director | Award | 4,444 | $0 |
| Jul 29, 2026 | TEUNISSEN ERNST 02494 Director | Award | 12,471 | $0 |
| Jul 29, 2026 | Picard Rachel Director | Disposition to issuer | 53,488 | $0 |
| Jul 29, 2026 | Damon Ryan Chief Legal Officer | Award | 173,943 | $0 |
| Jul 29, 2026 | van der Kooi Frederik Director | Award | 26,600 | $0 |
| Jul 29, 2026 | Damon Ryan Chief Legal Officer | Disposition to issuer | 173,943 | $0 |
| Jul 29, 2026 | Balla Nathalie Director | Award | 33,846 | $0 |
| Jul 29, 2026 | Jay Stefanie Director | Disposition to issuer | 4,444 | $0 |
| Jun 1, 2026 | Damon Ryan Chief Legal Officer | Sale | 1,079 | $20.0K |
| Jun 1, 2026 | Glickman Sarah JS Chief Financial Officer | Sale | 982 | $18.2K |
| May 26, 2026 | Damon Ryan Chief Legal Officer | Sale | 1,136 | $19.4K |
| May 26, 2026 | Glickman Sarah JS Chief Financial Officer | Sale | 1,152 | $19.7K |
| May 26, 2026 | Damon Ryan Chief Legal Officer | Sale | 996 | $17.0K |
| May 26, 2026 | Glickman Sarah JS Chief Financial Officer | Sale | 1,313 | $22.4K |
| Mar 13, 2026 | van der Kooi Frederik Director | Purchase | 5,000 | $89.0K |
| Mar 13, 2026 | Komasinski Michael CEO | Award | 141,700 | $0 |
| Mar 13, 2026 | Damon Ryan Chief Legal Officer | Award | 63,259 | $0 |
| Mar 13, 2026 | Glickman Sarah JS Chief Financial Officer | Award | 83,502 | $0 |
| Mar 3, 2026 | Damon Ryan Chief Legal Officer | Sale | 1,509 | $27.9K |
| Mar 3, 2026 | Glickman Sarah JS Chief Financial Officer | Sale | 1,943 | $35.9K |
| Mar 2, 2026 | Damon Ryan Chief Legal Officer | Sale | 13,385 | $240.8K |
| Mar 2, 2026 | Glickman Sarah JS Chief Financial Officer | Sale | 18,304 | $329.3K |
| Feb 26, 2026 | Damon Ryan Chief Legal Officer | Award | 4,165 | $0 |
| Feb 26, 2026 | Damon Ryan Chief Legal Officer | Award | 13,093 | $0 |
| Feb 26, 2026 | Komasinski Michael CEO | Award | 42,771 | $0 |
| Feb 26, 2026 | Glickman Sarah JS Chief Financial Officer | Award | 4,915 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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