"have to do a good job explaining that to the market. So that investors can see that the underlying business is actually accelerating and that our transformation is on track."
"large retailer client."
"Oh! I'm sorry!"
Criteo reported a Q4 2025 revenue decline, a lower take rate, and net profit of $46 million versus $72 million year-over-year. Two large retail-media clients reduced spend, creating a $75 million shortfall concentrated in the first half of the year and prompting a forecasting downgrade that pressured the stock. Excluding those pulled-back commitments, core business performance would be growing at high single digits. The reduced clients include Uber Eats and Target's Roundel. Management faces the task of persuading investors the transformation will drive real monetization, with AI efforts moving beyond proof of concept but requiring clear pathways to revenue.
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