Criteo publishes Q3 2026 earnings call transcript
CRTO•Criteo reported Q3 contribution ex-TAC of $240 million, down 15% at constant currency, and adjusted EBITDA of $65 million, above management’s outlook. Full-year guidance was unchanged, with contribution ex-TAC forecast to decline 10%-12% at constant currency and adjusted EBITDA margin at approximately 30%.
1. Quarterly results and outlook
At its November 4 earnings call, Criteo said Q3 contribution ex-TAC fell 15% at constant currency to $240 million, while adjusted EBITDA reached $65 million, exceeding management’s outlook. The company kept full-year guidance unchanged and forecast fourth-quarter contribution ex-TAC of $292 million-$298 million. Large performance media client spending had stabilized without a growth rebound; some major retailers delayed display launches into 2027, and retail media clients started October modestly slower.
