Criteo Announces Financial Performance for Fourth Quarter of 2025 and Share Buyback Plans

Criteo's Q4 2025 Financial Report

On February 11, 2026, Criteo S.A. (NASDAQ: CRTO), a global leader connecting various segments of the commerce ecosystem, revealed its financial results for the fourth quarter and the fiscal year ending December 31, 2025. These results showcase the company's performance amid evolving market challenges and significant initiatives to enhance shareholder value.

Financial Highlights

During the fourth quarter of 2025, Criteo reported a revenue of $541 million, which reflects a year-over-year decrease of 2%. When adjusted for constant currency, this revenue dip extends to 4%. Gross profit for the same period was recorded at $297 million, down by 1% from the previous year, contributing to a gross profit margin of 55%. The company's net income experienced a more pronounced decline, with Q4 net income at $46 million, equating to a diluted earnings per share (EPS) of $0.90, a 27% fall compared to Q4 2024.

For the entire fiscal year 2025, Criteo's performance showed a slight gain in revenue at $1.9 billion, marking an increase of 1% year-over-year, while the adjusted diluted EPS rose significantly by 39%, reaching $2.64. Gross profit for the year also saw improvements, reaching $1.049 billion, representing a 7% increase from 2024.

Share Repurchase Initiatives

Criteo has taken decisive steps to enhance shareholder value, deploying $152 million in share repurchases throughout 2025. In a proactive approach, the company's Board of Directors further approved the increase of remaining share buyback authorization to $200 million as of February 2026. This strategic move highlights Criteo's commitment to returning capital to its shareholders and supporting share price stability in the burgeoning digital commerce market.

Operating Performance and Strategic Moves

Criteo's Chief Executive Officer, Michael Komasinski, emphasized the company's strong performance during the year, noting: "We are advancing our position at the forefront of agentic commerce through differentiated commerce data and AI-driven decision-making, which affords us durable advantages and nurtures sustainable growth."

Key operational achievements included the introduction of the Agentic Commerce Recommendation Service, an AI-driven platform designed to enhance product discovery and recommendations. Criteo also showcased its Audience Agent and Insights Agent technologies, providing platform users with smarter audience planning tools and actionable insights based on data-driven strategies.

However, Retail Media contributions faced challenges, showing a 2% year-over-year growth in aggregate for the year while experiencing an 18% decline in Q4. This reduction was attributed to scope changes with specific clients that were communicated earlier, though strength continued across the broader client base.

Despite these hurdles, Criteo's Performance Media segment displayed resilience, achieving a 4% growth year-over-year on a constant currency basis, primarily driven by a full-funnel approach to media activation.

Financial Outlook for 2026

Looking ahead, Criteo has set preliminary guidance for fiscal year 2026, anticipating flat to 2% growth in Contribution ex-TAC on a constant currency basis and targeting an adjusted EBITDA margin in the range of 32% to 34%. The expected first quarter of 2026 is projected to experience decline due to the continuing effects of earlier communicated scope changes.

Criteo's management is closely monitoring economic conditions including inflationary pressures and fluctuations in currency exchange rates to adapt their strategies for sustaining growth.

Conclusion

With solid financial results and a strategic focus on shareholder value enhancement through aggressive share buyback programs, Criteo is positioning itself to navigate a complex commercial landscape effectively. The company's embrace of technologically innovative solutions also reflects its intent to maintain a leading edge in the commerce ecosystem. Investors and market analysts will be keen to observe how these strategies play out as Criteo heads into 2026, poised for continued growth in a thriving digital marketing environment.

For more details regarding Criteo’s financials, upcoming initiatives, and corporate developments, stakeholders can visit Criteo's Investor Relations Page.