Dentsu will harness the Criteo Commerce Media Platform stack to connect with consumers wherever shoppable moments happenNEW YORK, June 13, 2025 /PRNewswire/ -- Criteo (Nasdaq: CRTO), the global platform connecting the commerce ecosystem, today announced plans for an expanded global partnership with dentsu, a leading global marketing and advertising agency network, that will create more effective commerce and performance media campaigns for dentsu's clients. The partnership marks the first time that Criteo's ...

Industry Overview - The Internet-Software & Services industry is closely tied to the economy, with estimates declining due to tariffs, inflation, and interest rate uncertainties [1][7] - Companies are focusing on cost-saving measures, reducing operating expenses to maintain profitability despite revenue challenges [1][7] - Capital investments are being limited, with only a few companies making significant investments [1] Key Industry Themes - Companies like Criteo (CRTO) and RingCentral (RNG) are performing well by leveraging AI for revenue growth and client retention through subscription models [2][18] - The industry is characterized by a diverse range of players, leading to varied performance outcomes [2] - The Zacks Industry Rank for the Internet-Software & Services sector is 203, placing it in the bottom 17% of nearly 250 classified industries, indicating limited growth prospects [6][8] Economic Impact - The level of technology adoption by businesses is crucial for growth, with some companies advancing in AI while others lag behind [7] - Economic slowdowns lead to reduced expenditures on software and services, impacting industry performance [7] - Geopolitical tensions and tariff changes contribute to market volatility and uncertainty, complicating the operating environment [7] Financial Performance - The industry has shown strong stock market performance, returning 20.5% over the past year, outperforming the broader sector and S&P 500 [11] - The industry is currently trading at a forward 12-month P/E ratio of 24.96X, which is a 15.2% premium to the S&P 500 [14] Company Highlights Criteo S.A. (CRTO) - Criteo's AI-driven platform connects advertisers with retailers, helping to drive commerce despite macroeconomic challenges [18][20] - The company has maintained a client retention rate close to 90% and reported an 18% growth in Retail Media contributions [21][22] - Despite a projected decline in earnings due to the loss of a major customer, Criteo's existing customer spending has increased significantly [21][23] RingCentral Inc. (RNG) - RingCentral's AI-powered solutions have led to an average recurring revenue (ARR) exceeding $2.5 billion [26] - The company has successfully integrated its services into the Salesforce CRM ecosystem and secured significant customer wins [26] - RingCentral's shares have decreased by 26.5% over the past year, with analysts projecting revenue growth of 4.6% in 2025 [27]

Q1 2025 Earnings Investor Presentation May 2, 2025 Forward-looking statements include all statements that are not historical facts and can be identified by terms such as "anticipates," "believes," "can," "could," "estimates," "expects" "intends," "is designed to," "may," "might," "objectives," "plans," "potential," "predicts," "projects," "seeks," "should," "will," "would" or similar expressions and the negatives of those terms. Forward- looking statements involve known and unknown risks, uncertainties and ...

Deployed $56 Million to Repurchase Shares in Q1 2025NEW YORK, May 2, 2025 /PRNewswire/ -- Criteo S.A. (NASDAQ: CRTO) ("Criteo" or the "Company"), the commerce media company, today announced financial results for the first quarter ended March 31, 2025.First Quarter 2025 Financial Highlights:The following table summarizes our consolidated financial results for the three months ended March 31, 2025: Three Months Ended March 31, 2025 2024 YoY Change (in millions, except EPS data) GAAP Resu ...