Criteo S.A. (CRTO) reported $288.13 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 8.3%. EPS of $1.31 for the same period compares to $0.96 a year ago.
The reported revenue represents a surprise of +2.67% over the Zacks Consensus Estimate of $280.65 million. With the consensus EPS estimate being $0.89, the EPS surprise was +47.19%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Criteo performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Clients: 16,977 versus 17,168 estimated by two analysts on average.
- Geographic Revenue- Americas: $201.98 million versus $213.32 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2.3% change.
- Geographic Revenue- EMEA: $174.34 million versus $177.39 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.8% change.
- Geographic Revenue- APAC: $93.35 million versus the two-analyst average estimate of $93.56 million. The reported number represents a year-over-year change of +3.3%.
- Revenue- Total: $469.66 million versus the three-analyst average estimate of $504.5 million. The reported number represents a year-over-year change of +2.4%.
- Revenue- Contribution ex-TAC: $288.13 million compared to the $280.65 million average estimate based on three analysts. The reported number represents a change of +8.3% year over year.
- Revenue- Traffic Acquisition Costs (TAC): $181.53 million compared to the $223.86 million average estimate based on three analysts. The reported number represents a change of -5.8% year over year.
- Revenue- Retail Media: $67.11 million versus the two-analyst average estimate of $66.16 million. The reported number represents a year-over-year change of +10.5%.
- Revenue- Performance Media: $402.55 million compared to the $418.1 million average estimate based on two analysts. The reported number represents a change of +1.1% year over year.
View all Key Company Metrics for Criteo here>>>
Shares of Criteo have returned -7.6% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Criteo S.A. (CRTO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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