Criteo Q3 2026 earnings call: retail media slowdown and AI expansion
FROM THE WIRE · FINANCE.YAHOO.COM
This article first appeared on GuruFocus. Media Spend: $1.2 billion, up 9% year-over-year. Revenue: $416 million for Q3 2026. Contribution ex-TAC: $240 million, down 15% at constant currency; includes $4 million FX headwind and $20 million impact from retail media client scope…
Read at the source ↗MARKET IMPACTNEUTRAL✦ News Impact agent estimateTone: expected bearishRevenue and contribution fell in retail media, while EBITDA beat plan, relevant for the stock.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
- 01Q3 2026 revenue was $416 million.
- 02Contribution ex-TAC fell 15% at constant currency to $240 million.
- 03Adjusted EBITDA was $65 million, ahead of plan, with a 27% margin.
NEWS IMPACT AND MARKET REACTIONChange since the story · reference
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets