Criteo Q4 Revenue Down 2% but Full-Year Income Up 30%, $152M Buybacks
Criteo's Q4 revenue slipped 2% year-over-year to $541M, driving a 36% drop in net income to $46M and 27% lower diluted EPS of $0.90. For full-year 2025, revenue rose 1% to $1.945B, net income climbed 30% to $149M, and $152M in share repurchases were deployed with $200M remaining authorization.
1. Fourth Quarter Results
For the three months ended December 31, 2025, revenue reached $541 million, down 2% year-over-year, while gross profit was $297 million and Contribution ex-TAC was $330 million. Net income fell 36% to $46 million, yielding diluted EPS of $0.90 and Adjusted EBITDA of $120 million.
2. Full-Year Financial Performance
For fiscal 2025, revenue increased 1% to $1.945 billion with gross profit up 7% to $1.049 billion and Contribution ex-TAC rising 5% to $1.175 billion. Net income climbed 30% to $149 million for diluted EPS of $2.64; cash from operations grew 21% to $311 million and free cash flow rose 16% to $211 million.
3. Share Repurchase and Strategic Initiatives
The company deployed $152 million in share repurchases during 2025 and boosted its remaining buyback authorization to $200 million. It also launched AI-driven offerings including the Agentic Commerce Recommendation Service, Audience Agent and Insights Agent to enhance commerce decisioning.