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Criteo Management Attributes Q3 2026 Contribution ex-TAC Decline to Lower Enterprise Spending, Retail Media Scope Reductions

By Public Technologies
  • Criteo management commentary attributed a 15% constant-currency decline in third-quarter 2026 contribution ex-TAC to reduced enterprise spending and Retail Media scope reductions.
  • Contribution ex-TAC totaled $240 million, including a $20 million impact from two Retail Media clients' scope changes.
  • Performance Media contribution ex-TAC fell 13% at constant currency; spending by several large enterprise clients stabilized sequentially but remained lower year-over-year.
  • Retail Media contribution ex-TAC declined 23% at constant currency; excluding scope reductions, underlying growth reached 10%, supported by demand and new formats.
  • Adjusted EBITDA exceeded management's outlook at $65 million, primarily reflecting lower hiring and a partial reversal of accrued employee bonuses.


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 November 04, 2026, and is solely responsible for the information contained therein.

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