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Criteo S.A. (CRTO) Q3 2026 earnings results (third quarter 2026)

10-Q filed Nov 4, 2026

Criteo S.A. (CRTO) reported revenue of $416M for the third quarter 2026 (Q3 2026), -11% from a year earlier and -3% from the quarter before. Operating margin was 5.0%, net earnings $5.6M (1.3% of revenue).

Revenue$416M
Year over year-11%
Quarter over quarter-3%
Operating margin5.0%
Net earnings$5.6M

Criteo S.A., Q3 2026: revenue $416M (-11% year over year), operating margin 5.0%, net earnings $5.6M, operating cash flow $56.9M. The chart follows the revenue to costs, profit and cash.

Q3 2026AmountQ/QY/Y
Revenue$416M-3%-11%
Gross profit$208M-7%-19%
Operating profit$21.0M+40%-59%
Net earnings$5.6M-50%-85%
Operating cash flow$56.9M+181%-36%
Free cash flow$21.1M—-68%

What changed

Revenue was $416.5M in Q3 2026, down 11% year over year and down 3% from the previous quarter. Performance Media was the largest line at 88% of revenue. Performance Media lost $38.0M year over year (down 9%), 71% of the total change.

Gross margin was 49.9%, down 4.7 points from a year earlier. Operating profit was $21.0M, a 5.0% margin (down 6.0 points year over year). Operating expenses fell 9% while revenue fell 11%. Net earnings were $5.6M, down 85% year over year. The effective tax rate was 72.2%.

Operating cash flow was $56.9M (down 36% year over year), 929% of net income including minority interests. Non-cash charges added back $9.3M of share-based compensation. Working capital and other items added $41.5M. Capital expenditures of $35.8M left free cash flow of $21.1M.

Questions

What was Criteo S.A.'s revenue in the third quarter 2026?

Criteo S.A.

Was Criteo S.A. profitable in the third quarter 2026?

Operating profit was $21.0M (5.0% of revenue) and net earnings $5.6M.

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Source: Criteo S.A. 10-Q on SEC EDGAR.