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Criteo's Q2 2025 Earnings Call: Examining Contradictions in Retail Media Growth and Macro Trends
Generated by AI AgentEarnings Decrypt
Wednesday, Jul 30, 2025 12:09 pm ET1min read
Aime SummaryRetail Media growth and client transition, impact of macroeconomic factors, retail media growth drivers and market positioning, partnership and contribution timeline, agency spending and growth drivers are the key contradictions discussed in Criteo's latest 2025Q2 earnings call.
Revenue and Contribution Growth:
- reported revenue of $483 million for Q2 2025, and contribution ex-TAC increased to $292 million.
- This reflects a 7% year-over-year growth at constant currency, representing 21% on a 2-year stack basis.
- The growth was driven by disciplined cost management, strong execution, and strategic investments in Performance Media and Retail Media.
Performance Media Performance:
- Performance Media revenue was $422 million, with contribution ex-TAC at $232 million, up 6% at constant currency.
- The growth was supported by Commerce Audiences and retargeting, despite lapping significant AI enhancements from the previous year.
- The sequential improvement was due to strong demand from SMB advertisers and lower churn, positioning Commerce GO! as a multiyear growth driver.
Retail Media Expansion:
- Retail Media revenue was $61 million, with contribution ex-TAC growing 11% at constant currency, in line with expectations.
- This represents a 35% increase on a 2-year stack basis, driven by continued strength in on-site and off-site campaigns.
- The growth was supported by new retailer signings, strong retention rates, and expansion into new regions and verticals.
AI and Agentic Commerce Initiatives:
- Criteo is actively advancing its Agentic AI strategy, building tools to integrate with LLM vendors and retailers.
- The company is leveraging its unique commerce data and AI capabilities to offer product recommendations and targeted advertising in AI-driven environments.
- These efforts are aimed at capitalizing on the growing trend of AI assistance and agents in consumer shopping and decision-making processes.
Revenue and Contribution Growth:
- reported revenue of $483 million for Q2 2025, and contribution ex-TAC increased to $292 million.
- This reflects a 7% year-over-year growth at constant currency, representing 21% on a 2-year stack basis.
- The growth was driven by disciplined cost management, strong execution, and strategic investments in Performance Media and Retail Media.
Performance Media Performance:
- Performance Media revenue was $422 million, with contribution ex-TAC at $232 million, up 6% at constant currency.
- The growth was supported by Commerce Audiences and retargeting, despite lapping significant AI enhancements from the previous year.
- The sequential improvement was due to strong demand from SMB advertisers and lower churn, positioning Commerce GO! as a multiyear growth driver.
Retail Media Expansion:
- Retail Media revenue was $61 million, with contribution ex-TAC growing 11% at constant currency, in line with expectations.
- This represents a 35% increase on a 2-year stack basis, driven by continued strength in on-site and off-site campaigns.
- The growth was supported by new retailer signings, strong retention rates, and expansion into new regions and verticals.
AI and Agentic Commerce Initiatives:
- Criteo is actively advancing its Agentic AI strategy, building tools to integrate with LLM vendors and retailers.
- The company is leveraging its unique commerce data and AI capabilities to offer product recommendations and targeted advertising in AI-driven environments.
- These efforts are aimed at capitalizing on the growing trend of AI assistance and agents in consumer shopping and decision-making processes.
Earnings Decrypt
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