CRTO Earnings Prediction
The chart below shows how CRTO performed 10 days before and after its earnings report, based on data from the past quarters. Typically, CRTO sees a -2.53% change in stock price 10 days leading up to the earnings, and a +1.25% change 10 days following the report. On the earnings day itself, the stock moves by +1.41%. This data can give you a slight idea of what to expect for the next quarter's release.
CRTO Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
553.03M
-2.34%
20.52%
Gross Margin
54.42%
11.40%
7.68%
Operating Margin
17.50%
10.83%
737.32%
Net Margin
13.01%
18.70%
870.90%
EPS
1.23
46.43%
1018.18%
No Data Available
CRTO Earnings Analysis
Criteo SA Corporation (CRTO.O) Earnings Conference Call
Positive
Record Revenue Achievement: Revenue reached $1.9 billion in 2024, marking a significant achievement with double-digit growth for the third consecutive year.
Retail Media Revenue Surge: Retail media revenue exceeded $250 million, with a remarkable 31% year-over-year growth in media spend, translating to over $1.5 billion.
EBITDA Margin Expansion: Adjusted EBITDA margin expanded to 35%, reflecting a 500 basis point increase year-over-year, driven by operational productivity and top-line growth.
Free Cash Flow Surge: Free cash flow surged to approximately $182 million, up 65% year-over-year, representing 47% of adjusted EBITDA, showcasing strong cash generation capabilities.
Profitability and EPS Growth: Adjusted net income increased by 40% year-over-year to $268 million, with adjusted EPS rising 44% to $4.57, indicating robust profitability and shareholder value enhancement.
Negative
Q4 2024 Revenue Slowdown: Revenue growth for Q4 2024 was only 3% year-over-year in performance media, indicating a slowdown compared to previous periods.
Retargeting Business Decline: Retargeting, which constituted 40% of the business, showed only a slight growth, down from nearly 90% in early 2020, highlighting a significant shift away from this core offering.
Ad Tech Revenue Decline: Ad tech services revenue declined by 4%, reflecting challenges in this segment and reduced spending by a major client.
EBITDA Margin Decline: The adjusted EBITDA margin is expected to decrease to approximately 33% to 34% in 2025, down from 35% in 2024, indicating potential margin compression amid ongoing investments.
Foreign Exchange Impact: Foreign exchange changes are anticipated to negatively impact contribution ex-TAC by about $15 million to $20 million for the full year, adding pressure to financial performance.
CRTO FAQs
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CRTO Earning Call Sentiment
Criteo S.A. (NASDAQ:CRTO) Q4 2024 Earnings Call Transcript
CRTO.O
1.44%Positive
Criteo's earnings call highlights strong financial performance with record revenue and EBITDA growth, positive guidance, and robust shareholder returns through share buybacks. The Q&A section reinforces confidence in retail media growth and margin improvements, despite some unclear responses. The strategic partnership with Microsoft and expansion with major retailers signal potential for further growth. Given the company's market cap of approximately $2 billion, the positive sentiment and strategic initiatives suggest a stock price increase of 2% to 8% over the next two weeks.
