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AI brief of an SEC Form 8-K · Criteo S.A. (CRTO)

Criteo Q3 revenue falls 11% to $416 million; net income drops to $6 million

Negative Impact 3 of 5 earnings Written later

Criteo reported third-quarter 2026 revenue of $416 million, down 11% from $470 million a year earlier, and net income of $6 million, or $0.11 per diluted share, versus $40 million, or $0.70 per share. The company kept its full-year 2026 Contribution ex-TAC outlook of down 12% to 10% at constant currency and gave fourth-quarter guidance that reflects previously communicated Retail Media scope changes, so shareholders face continued pressure on revenue and profit.

Key points

  • Q3 2026 revenue was $416 million, down 11% from $470 million; gross profit was $208 million, down 19%.
  • Net income was $6 million, or $0.11 per diluted share, compared with $40 million, or $0.70 per share, in Q3 2025.
  • Q4 2026 guidance: Contribution ex-TAC of $292 million to $298 million and Adjusted EBITDA of $105 million to $111 million.
  • Criteo spent $65 million on share repurchases in the first nine months of 2026, and expects its legal domicile transfer to the United States to be completed on January 1, 2027, subject to shareholder approval.

The filing

CompanyCriteo S.A. (CRTO)
Form8-K, current report
Filed with the SECNov 4, 2026, 7:05 AM ET
Accession number0001628280-26-069790

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 9, 2026, 8:38 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on November 04, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.