Financial Performance - Criteo reported Q1 2025 revenue of $451 million, a slight increase of 0.3% year-over-year, with a gross profit of $237 million, reflecting a 9% increase [2][7][10] - Net income surged to $40 million, up 367% from $9 million in Q1 2024, resulting in a diluted EPS of $0.66, compared to $0.12 in the previous year [2][11][12] - Adjusted EBITDA for the quarter was $92 million, a 30% increase year-over-year, with an adjusted diluted EPS of $1.10, up from $0.80 [2][12][26] Cash Flow and Liquidity - Cash flow from operating activities increased significantly to $62 million, compared to $14 million in Q1 2024, while free cash flow reached $45 million, a substantial rise from $1 million [2][14][40] - As of March 31, 2025, the company had $329 million in cash and marketable securities, with total financial liquidity of approximately $810 million [9][15] Share Repurchase and Corporate Governance - The company deployed $56 million for share repurchases in Q1 2025 [2][8] - Frederik van der Kooi was appointed as Chairperson of the Board of Directors, and Stefanie Jay was nominated for election to the Board [4] Segment Performance - Retail Media revenue grew by 17% year-over-year, or 18% at constant currency, while Performance Media revenue decreased by 2%, but increased by 1% at constant currency [18][44] - Retail Media Contribution ex-TAC increased by 17% year-over-year, driven by new client integrations and platform strength [8][18] Market Outlook - The company anticipates low-single-digit growth in Contribution ex-TAC at constant currency for the upcoming quarters, with an adjusted EBITDA margin expected to be around 33% to 34% [27][20] - A significant client in the Retail Media segment plans to reduce the scope of services starting November 1, 2025, which may impact future revenue [19]

Core Insights - Criteo has launched its Onsite Video solution for retail media, which integrates shoppable video ads into the digital storefronts of major retailers, enhancing the shopping experience and driving conversions [1][4][5] - The Onsite Video solution is part of a comprehensive advertising suite that includes Video, Display, and Sponsored Product ad formats, positioning Criteo as a leader in performance-driven commerce media [3][4] - Research indicates that onsite retail media can yield up to 70% gross margins, presenting a significant revenue opportunity for retailers [4] Product Features and Benefits - The Onsite Video solution allows brands to engage high-intent shoppers with dynamic content at critical decision-making moments, resulting in a 5.6x increase in new-to-brand customers when combined with other ad formats [4][5][7] - Early adopters, such as Albertsons Media Collective, reported a 280% increase in click-through rates and a 460% lift in sales when using Onsite Video alongside Sponsored Product ads, demonstrating its effectiveness in driving engagement and sales [5][6] Strategic Implications - The launch of Onsite Video enhances Criteo's ability to provide a shopper-centric retail media offering, allowing brands to create impactful ad experiences that drive measurable results [6] - The integration of Onsite Video with other advertising formats enables agencies to better understand the collective impact of different ad types on customer acquisition and engagement, optimizing full-funnel campaigns [6]

Core Viewpoint - Criteo S.A. will announce its financial results for Q1 2025 on May 2, 2025, with a conference call hosted by key executives to discuss the results and answer questions [1]. Group 1: Financial Results Announcement - The financial results for the first quarter ended March 31, 2025, will be announced on May 2, 2025 [1]. - The conference call will be led by CEO Michael Komasinski and CFO Sarah Glickman, with participation from Chief Product Officer Todd Parsons for the Q&A session [1]. Group 2: Conference Call Access - The conference call can be accessed via specific dial-in numbers, and it will also be webcast live on the company's website [2]. - A replay of the conference call will be available after the live session [2]. Group 3: Company Overview - Criteo is a global commerce media company that connects marketers and media owners to enhance commerce outcomes [3]. - The company’s Commerce Media Platform aims to deliver richer consumer experiences from product discovery to purchase [3]. - Criteo supports an open internet that fosters discovery, innovation, and choice through impactful advertising [3].

Group 1 - Criteo S.A. (CRTO) has experienced a significant downtrend, with a stock decline of 21.2% over the past four weeks due to excessive selling pressure [1] - The stock is currently in oversold territory, indicated by an RSI reading of 29.99, suggesting that the heavy selling may be exhausting itself and a rebound could occur [5] - Wall Street analysts are optimistic about CRTO's earnings potential, with a consensus EPS estimate increase of 1.3% over the last 30 days, indicating a potential for price appreciation [7] Group 2 - CRTO holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimate revisions and EPS surprises, further supporting the likelihood of a near-term turnaround [8]

Here at Zacks, we focus on our proven ranking system, which places an emphasis on earnings estimates and estimate revisions, to find winning stocks. But we also understand that investors develop their own strategies, so we are constantly looking at the latest trends in value, growth, and momentum to find strong companies for our readers.Looking at the history of these trends, perhaps none is more beloved than value investing. This strategy simply looks to identify companies that are being undervalued by the ...

Group 1: Leadership Changes - Frederik van der Kooi has been appointed as Chairperson of Criteo's Board of Directors, succeeding Rachel Picard, who served for five years and will remain as a director [1][5][6] - Stefanie Jay has been nominated for election as a new independent director at Criteo's 2025 Annual General Meeting, with Hubert de Pesquidoux not standing for reelection [2][4] Group 2: Executive Backgrounds - Van der Kooi has over a decade of experience in digital advertising, previously serving as Corporate Vice President at Microsoft, where he scaled the advertising business to $10 billion [3] - Jay brings nearly 20 years of experience in omnichannel retail and eCommerce, having transformed Walmart's advertising technology stack and significantly increased revenue [4] Group 3: Strategic Vision - The company aims to leverage its unified, AI-driven platform to create further value in the growing commerce media sector, with Van der Kooi emphasizing the importance of innovation and customer-centricity [5][6] - Both Van der Kooi and Jay express confidence in Criteo's potential for long-term success and growth in the commerce media landscape [5][6]

While the proven Zacks Rank places an emphasis on earnings estimates and estimate revisions to find strong stocks, we also know that investors tend to develop their own individual strategies. With this in mind, we are always looking at value, growth, and momentum trends to discover great companies.Considering these trends, value investing is clearly one of the most preferred ways to find strong stocks in any type of market. Value investors use fundamental analysis and traditional valuation metrics to find s ...

Group 1 - The document provides preparatory information for the Ordinary and Extraordinary General Meetings scheduled for March 28, 2025 [1] - A PDF version of the information is available on the regional Caisse portal [1]

Le Président Poitiers, le 13 mars 2025 Monsieur, Je vous prie de bien vouloir assister à l'Assemblée Générale Extraordinaire de la Caisse Régionale de Crédit Agricole Mutuel de la Touraine et du Poitou, qui se tiendra le : Vendredi 28 mars 2025 à 9 heures dans la salle de Conférence du siège social de la Caisse Régionale, 18 rue Salvador Allende à Poitiers (86000) (accueil émargement à partir de 08h30). Ordre du jour de l'Assemblée Générale Extraordinaire : Autorisation à donner au Conseil d’Administ ...

Vous trouverez en attaché les informations préparatoires aux Assemblées Générales Ordinaires et Extraordinaires 2025 qui auront lieu en date du 28 mars 2025. Une version PDF est disponible sur le portail de la Caisse région l'adresse suivante https://www.credit-agricole.fr/ca-tourainepoitou/particulier/informations/informations-reglementees.html#AG Attachment Informations préparatoires aux Assemblées Générales Ordinaire et Extraordinaire 2025 ...