Criteo (CRTO) Q1 2026 Earnings Transcript

Motley Fool Transcribing, The Motley Fool

Thu, May 7, 2026 astatine 9:52 AM CDT 42 min read

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Date

Wednesday, May 6, 2026 astatine 8 a.m. ET

Call participants

• Chief Executive Officer — Michael Komasinski

• Chief Financial Officer — Sarah Glickman

• Chief Product Officer — Todd Parsons

• Chief Customer Officer — Ed Dinichert

• SVP, Investor Relations — Melanie Dambre

Full Conference Call Transcript

Michael Komasinski: Thanks, Melanie, and bully morning, everyone. One twelvemonth into my role, we've made important advancement successful sharpening our strategy, strengthening execution and focusing the institution connected what we expect volition thrust sustainable worth creation. Our absorption is clear, gathering Criteo into the starring commerce quality and AI decisioning level for an progressively analyzable and fragmented ecosystem. Our condemnation is that the adjacent signifier of commerce volition beryllium defined by however decisions are made, not conscionable wherever ads appear. As AI changes however radical observe products and makes the ecosystem much fragmented, the existent worth volition travel from turning intent into measurable outcomes astatine scale. That is precisely wherever we are focused and wherever we are gathering our advantage.

While this is not yet reflected successful our results, we are making meaningful advancement arsenic we proceed to alteration our business. As we navigate this modulation year, we executed with subject successful the archetypal quarter, including media walk maturation for the 3rd consecutive 4th and meaningful advancement crossed each our strategical priorities. What matters astir is the gait of execution, and we are moving quickly. In the archetypal quarter, we person precocious our Agentic AI roadworthy map, including our breathtaking concern with OpenAI and expanding adoption of MCP with agencies. We besides launched Criteo GO arsenic our AI-powered self-service offering and introduced caller capabilities similar Page Intelligence to assistance retailers amended merchandise find portion maximizing monetization.

Together, these milestones show beardown advancement against our strategy and reenforce the foundations for mid- and semipermanent growth. More broadly, AI is shaping however consumers discover, measure and buy, which raises the barroom for relevance, spot and high-quality data. As commerce becomes much complex, the request for a decisioning and orchestration furniture crossed aggregate interaction points becomes critical, and that is precisely wherever we judge we person a wide competitory advantage. This is powered by our unsocial commerce information instauration with visibility into implicit $1 trillion successful e-commerce transactions annually and scope crossed billions of regular progressive users, products and interactions, allowing america to run astatine scale.