Criteo Q3 Revenue Falls 11% to $416 Million; Adjusted EPS at $0.43
Criteo reported Q3 2026 revenue of $416M, down 11% YoY, with adjusted EPS at $0.43. Gross profit fell 19% to $208M, while net income dropped to $6M. The company attributed declines to softness in Performance Media and Retail Media client scope changes. Criteo plans to expand Performance Connected TV and partner with OpenAI.
How this was made
The 30-second read
Why it matters
The earnings miss highlights short‑term revenue pressure but also outlines strategic initiatives that could drive future upside.
Market read
Earnings miss likely triggers a sell‑off in CRTO, while strategic expansions may be a longer‑term catalyst.
What to watch
The OpenAI partnership and retail media client additions may provide future growth not reflected in the current numbers.
Background
Criteo is a French ad‑tech company listed on NYSE under CRTO, reporting its quarterly results via an 8‑K filing.
Ticker impact
Criteo reported Q3 2026 revenue down 11% YoY to $416M and adjusted EPS fell to $0.43, marking a material earnings miss.
downward pressure as investors price in weaker revenue and earnings.
Revenue and EPS both fell sharply year‑over‑year, and guidance was not provided, suggesting near‑term downside.
Market effects
Softness in performance media may signal broader challenges for ad‑tech firms.
Criteo's expansion plans in Brazil and Mexico could offset some weakness in the US market over the longer term.
Limited; primarily affects ad‑tech and digital advertising sector.
Counterpoint
If the market overreacts to the miss, the stock could rebound on the upcoming expansion into new markets.
Key entities
- companyCriteo S.A.
Ad‑tech firm reporting Q3 2026 results.
- partnerOpenAI
Technology partner for Criteo's advertising platform.
