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Criteo (CRTO) investor relations material
Criteo Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Citi’s 2025 Global Technology, Media and Telecommunications Conference summary4 Sep, 2025
Strategic vision and platform expansion
Focus on expanding the commerce media platform vision, emphasizing performance, data-driven AI, and leadership in retail media.
Strategy includes exploring adjacent opportunities and extending core capabilities, with a strong emphasis on agentic commerce as a new growth area.
Commitment to full funnel, cross-channel, and self-service solutions to broaden advertiser base and scalability.
Performance media and addressability landscape
Recent stability in the addressability landscape, including cookie deprecation resolution and DOJ decisions, allows more resources for product innovation.
A fairer, more competitive ad tech ecosystem is seen as beneficial, with potential supply-side opportunities if market changes occur.
Performance media segment outperformed in Q2, driving guidance raise and supporting long-term growth.
Agency relationships and product integration
Multi-year effort to deepen agency relationships, now standard to offer three main products: Commerce Growth, Commerce Max, and Commerce Grid.
Underpenetration in the agency segment presents significant upside and share gain potential.
Commerce Go, a self-service tool, targets SMBs initially but is expected to scale to agencies and larger clients.
How Criteo leverages data for agentic commerce
Next growth drivers for Retail Media products
Addressability stability impact on product development
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Q3 202529 Oct, 2025
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Criteo S.A. is a global technology company specializing in performance marketing and advertising solutions. It offers personalized advertising services powered by data analytics and machine learning. The company is headquartered in Paris, France, and its shares are listed on the NASDAQ.
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