Criteo releases transcript of Q2 2026 earnings call

CRTO•2026-08-05

Q2 results and outlook

Criteo Q2 2026 earnings call attended by CEO Michael Komasinski, CFO Sarah Glickman, IR head Melanie Dambre, and CPO Todd Parsons.

Glickman to step down Aug. 10; Chief Strategy Officer Connor McGogney appointed CFO effective Aug. 10.

Outlook cut; 2026 contribution ex-TAC seen down 10%-12% at constant currency; no recovery assumed from several large enterprise clients.

Q2 revenue was $428 million; contribution ex-TAC was $255 million; adjusted EBITDA was $73 million; Performance Media contribution ex-TAC was down 10% constant currency.

OpenAI partnership and AI commentary

OpenAI partnership surpassed 2,000 brands; ChatGPT traffic converts 1.5-2x traditional referrals; agentic AI expected to become meaningful in 2027.

Sources

Criteo releases transcript of Q2 2026 earnings call

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Criteo releases transcript of Q2 2026 earnings call

Q2 results and outlook

OpenAI partnership and AI commentary

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Sources

Criteo releases transcript of Q2 2026 earnings call

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