Criteo reported their first quarter 2026 earnings on Wednesday, May 6, 2026, and the session had something for everyone: a genuine milestone, a pair of damaging client departures, an AI partnership that is either the future of digital advertising or a very expensive science experiment, and a CFO moment that will live in earnings call lore for years.
This research note covers the following:
– Executive Summary
– Revenue By Product Segment
– Revenue By Geography
– Stock Price
– Cash Reserve
– Looking Ahead
– About Magnite
Companies covered: Amazon, ASOS, Boots, Carrefour, Criteo, Deliveroo, Douglas, Fnac, Instacart, OpenAI, Roundel, StackAdapt, Target, The Trade Desk, Uber Eats, Walmart.