Compared to Estimates, Criteo (CRTO) Q4 Earnings: A Look at Key Metrics

For the quarter ended December 2025, Criteo S.A. (CRTO) reported revenue of $330.04 million, down 1.3% over the same period last year. EPS came in at $1.30, compared to $1.75 in the year-ago quarter.The reported revenue represents a surprise of +0.47% over the Zacks Consensus Estimate of $328.49 million. With the consensus EPS estimate being $1.36, the EPS surprise was -4.41%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Criteo performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Clients: 16,786 versus 17,067 estimated by two analysts on average.Geographic Revenue- Americas: $241.99 million compared to the $253.88 million average estimate based on two analysts. The reported number represents a change of -11.9% year over year.Geographic Revenue- APAC: $96.25 million versus the two-analyst average estimate of $99.01 million. The reported number represents a year-over-year change of +1.3%.Geographic Revenue- EMEA: $202.9 million versus the two-analyst average estimate of $208.33 million. The reported number represents a year-over-year change of +10.7%.Revenue- Traffic Acquisition Costs (TAC): $211.09 million versus the three-analyst average estimate of $260.31 million. The reported number represents a year-over-year change of -3.5%.Revenue- Contribution ex-TAC: $330.04 million versus the three-analyst average estimate of $328.49 million. The reported number represents a year-over-year change of -1.3%.Revenue- Total: $541.14 million compared to the $588.81 million average estimate based on three analysts. The reported number represents a change of -2.2% year over year.Revenue- Retail Media: $76.35 million versus $76.57 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -16.9% change.Revenue- Performance Media: $464.79 million compared to the $484.65 million average estimate based on two analysts. The reported number represents a change of +0.8% year over year.View all Key Company Metrics for Criteo here>>>Shares of Criteo have returned -5.7% over the past month versus the Zacks S&P 500 composite's -0.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Picks Stock Most Likely to "At Least Double"Our experts have revealed their Top 5 recommendations with money-doubling potential – and Director of Research Sheraz Mian believes one is superior to the others. Of course, all our picks aren’t winners but this one could far surpass earlier recommendations like Hims & Hers Health, which shot up +209%.See Our Top Stock to Double (Plus 4 Runners Up) >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Criteo S.A. (CRTO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks