Criteo S.A. (NASDAQ: CRTO) reported Q2 EPS of $0.92, $0.21 better than the analyst estimate of $0.71. Revenue for the quarter came in at $483 million versus the consensus estimate of $275.02 million.

2025 Business Outlook

The following forward-looking statements reflect Criteo's expectations as of July 30, 2025.

Fiscal year 2025 guidance:

We now expect Contribution ex-TAC to grow +3% to +4% at constant currency, compared to our previous guidance of low-single-digit growth at constant currency.
Adjusted EBITDA margin of approximately 33% to 34% of Contribution ex-TAC.

Third quarter 2025 guidance:

Contribution ex-TAC between $277 million and $283 million, or +5% to +7% year-over-year at constant-currency.
Adjusted EBITDA between $81 million and $87 million.

The above guidance for the third quarter and fiscal year ending December 31, 2025 assumes the following exchange rates for the main currencies impacting our business: a U.S. dollar-euro rate of 0.909, a U.S. dollar-Japanese Yen rate of 150, a U.S. dollar-British Pound rate of 0.776, a U.S. dollar-Korean Won rate of 1,411 and a U.S. dollar-Brazilian Real rate of 5.81.

For earnings history and earnings-related data on Criteo S.A. (CRTO) click here.