What market factors influenced CRTO's EPS surprises in 2024?

Criteo's (CRTO) EPS surprises in 2024 were influenced by a combination of market factors, including:

1. **Revenue Growth**: Criteo experienced strong revenue growth, with a reported total revenue of $553.04 million as of December 31, 2024. This growth was particularly notable in the Retail Media segment, which saw a significant increase in revenue and contribution ex-TAC growth.
2. **Retail Media Segment Performance**: The Retail Media segment contributed $61 million to the revenue, marking a substantial growth with a 23% increase in contribution ex-TAC at constant currency. This segment's strong performance likely had a positive impact on overall EPS.
3. **Innovation and Technological Advancements**: Criteo's ability to innovate and respond to changes in technology was a key factor in its performance. The company's focus on AI-driven performance and retail media growth suggests that these technological advancements are crucial for its financial success.
4. **Market Leadership**: Criteo's recognition as a leader in the IDC MarketScape's 2024 Worldwide Retail Media Network Service Providers Vendor Assessment could indicate a strong market position, which often translates to better financial outcomes and potentially higher EPS.

In conclusion, Criteo's EPS surprises in 2024 were primarily influenced by strong revenue growth, particularly in the Retail Media segment, combined with the company's ability to innovate and maintain a leading market position. These factors collectively contributed to the company's financial performance and EPS figures.