Criteo (CRTO) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Criteo S.A. (CRTO) reported $288.13 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 8.3%. EPS of $1.31 for the same period compares to $0.96 a year ago.The reported revenue represents a surprise of +2.67% over the Zacks Consensus Estimate of $280.65 million. With the consensus EPS estimate being $0.89, the EPS surprise was +47.19%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Criteo performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Clients: 16,977 versus 17,168 estimated by two analysts on average.Geographic Revenue- Americas: $201.98 million versus $213.32 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2.3% change.Geographic Revenue- EMEA: $174.34 million versus $177.39 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.8% change.Geographic Revenue- APAC: $93.35 million versus the two-analyst average estimate of $93.56 million. The reported number represents a year-over-year change of +3.3%.Revenue- Total: $469.66 million versus the three-analyst average estimate of $504.5 million. The reported number represents a year-over-year change of +2.4%.Revenue- Contribution ex-TAC: $288.13 million compared to the $280.65 million average estimate based on three analysts. The reported number represents a change of +8.3% year over year.Revenue- Traffic Acquisition Costs (TAC): $181.53 million compared to the $223.86 million average estimate based on three analysts. The reported number represents a change of -5.8% year over year.Revenue- Retail Media: $67.11 million versus the two-analyst average estimate of $66.16 million. The reported number represents a year-over-year change of +10.5%.Revenue- Performance Media: $402.55 million compared to the $418.1 million average estimate based on two analysts. The reported number represents a change of +1.1% year over year.View all Key Company Metrics for Criteo here>>>Shares of Criteo have returned -7.6% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Criteo S.A. (CRTO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks