Q3 2025 Earnings Investor Presentation Safe Harbor Statement This presentation contrains "forward-looking" statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 2IE of the Securities Exchange Act of 1934, as amended, that are based on our management's beliefs and assumptions and on information currently available to them. All stotements other than present and historical facts and conditions contained in this presentation, including statements regarding our possi ...

Q2 2025 Performance Highlights - Contribution ex-TAC reached $292 million, a 7% year-over-year increase[14] - Adjusted EBITDA margin was 31%, exceeding guidance[14] - Performance Media grew by 6% year-over-year, driven by Commerce Audiences and Retargeting trends[15] - Retail Media increased by 11% year-over-year[15] Retail Media Growth and Expansion - Retail Media media spend reached approximately $398 million, up 20% year-over-year[20,28] - Criteo has partnerships with over 200 retailers, including 70% of the Top 30 U S and 50% of the Top 30 EMEA retailers[20] - Criteo's Retail Media same-retailer Contribution ex-TAC retention was +112%[28] Financial Position and Outlook - Revenue was $483 million[25] - Free Cash Flow was $(36) million[25] - The company projects a full-year 2025 Contribution ex-TAC growth of +3% to +4% at constant currency[35] - Adjusted EBITDA is expected to be 33% to 34% of Contribution ex-TAC[35]