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Contribution Ex-Tac by Segment
Shows the profitability of different business segments after traffic acquisition costs, providing insight into which areas are driving the most value for Criteo.Retail Media remains the primary growth engine but recent quarters are distorted by two client scope reductions that create a meaningful near‑term hole; management says underlying Retail Media growth (ex‑clients) is strong and accelerating toward the high‑teens, implying the setback is largely client‑specific not structural. Performance Media is more stable but vulnerable to large U.S. client budget softness. Management’s guidance pushes a return to growth to Q4, so investors should weigh durable product/AI momentum against near‑term client concentration and elevated CapEx pressure.
Date | Retail Media | Performance Media |
|---|---|---|
Jun 30, 2026 | $47.17M | $208.31M |
Mar 31, 2026 | $40.59M | $209.78M |
Dec 31, 2025 | $74.62M | $255.42M |
Sep 30, 2025 | $66.27M | $221.87M |
Jun 30, 2025 | $60.01M | $232.06M |
Mar 31, 2025 | $58.79M | $205.58M |
Dec 31, 2024 | $90.23M | $244.17M |
Sep 30, 2024 | $59.58M | $206.52M |
Jun 30, 2024 | $53.87M | $213.23M |
Mar 31, 2024 | $50.17M | $203.72M |