Q2 2021 Performance Highlights - Activated Media Spend reached $620 million, a +31% increase year-over-year at constant currency[19] - Revenue reached $551 million, a +22% increase year-over-year at constant currency[19] - Revenue ex-TAC was $220 million, an +18% increase year-over-year at constant currency, exceeding guidance by 4 percentage points[19] - Adjusted EBITDA was $67 million, a +61% increase year-over-year at constant currency and +12% compared to guidance[19] - Non-GAAP Diluted EPS was $0.63, a +133% increase[19] Growth & New Solutions - New Solutions grew +50% and accounted for 25% of total business[8, 20] - Retargeting grew +10%[20] - Targeting Solutions grew +52%[20] - Retail Media grew +49%[20] First-Party Data & Supply - Approximately 60% of web DAUs are addressable through direct publisher integrations[12] 2021 Outlook - The company raised its 2021 Revenue ex-TAC outlook to $882.7 million to $900.4 million, representing +6% to +8% growth at constant currency[49, 50]
Criteo S.A.(CRTO) - 2021 Q2 - Earnings Call Presentation