• Criteo Q1 2026 earnings call transcript published for event held May 6, attended by CEO Michael Komasinski, CFO Sarah Glickman, Head of Investor Relations Melanie Dambre, Chief Product Officer Todd Parsons.
• Q1 revenue USD 425 million; Contribution ex-TAC USD 250 million; media spend topped USD 1 billion for first time; adjusted EBITDA USD 65 million; constant-currency Contribution ex-TAC down 9% due to USD 27 million retail media scope-change headwind, up 1% excluding that impact.
• 2026 outlook cut to low-single-digit constant-currency decline in Contribution ex-TAC, citing softer Q2 Performance Media trends, indirect macro effects concentrated in EMEA and Asia-Pac, reduced budgets from a small number of extra-large US Performance Media clients; Q2 Contribution ex-TAC guided at USD 260-264 million.
• OpenAI partnership described as fastest-growing in company history, with more than 1,000 brands live; management flagged client count as key near-term KPI, with no material 2026 revenue assumed from agentic AI initiatives despite early traction.
• Redomiciliation to Luxembourg targeted for Q3 2026; subsequent move to US possible as early as Q1 2027; Q1 share repurchases totaled USD 31 million for 1,600,000 shares, with USD 190 million remaining under current authorization as of end-March.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Criteo SA published the original content used to generate this news brief on May 07, 2026, and is solely responsible for the information contained therein.