Criteo (CRTO) investor relations material

Company transformation and business segments

• Evolved from legacy retargeting to a commerce intelligence company, focusing on orchestrating intelligent commerce across channels and touchpoints.

• Operates two main segments: performance media (full-funnel, cross-channel, self-service platform) and retail media (leading independent ad tech retail media player, powering 235 networks).

• AI is integral, powering new channels and innovations, including conversational ads and sponsored recommendations in AI chatbots.

AI strategy and impact

• AI drives revenue growth, product innovation, client performance, and internal productivity.

• Partnership with OpenAI as the first ad-tech partner opens new channels and access to search budgets.

• AI-driven ad formats and tools like conversational ads and MCP (Model Context Protocol) enhance campaign setup, scalability, and agent-to-agent interactions.

• Early but strong momentum in AI channels, with high-intent user engagement and better conversion rates (1.5x–2x higher).

Data advantage and performance

• Data advantage stems from scale, granularity, and normalization of shopping data from 17,000 clients and billions of daily users.

• Proprietary, granular product-level data enables precise recommendations and superior ad performance.

• Freshness and integrity of data are increasingly critical in the AI-driven advertising landscape.