Criteo CEO Michael Komasinski on agentic commerce, experiments with LLMs, and M&A rumors
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Criteo CEO Michael Komasinski on agentic commerce, experiments with LLMs, and M&A rumors
""I think there are two tracks in terms of how it changes things. The first is the self-service... we will launch Commerce Go as a self-service tool by the end of Q1 next year. That means an advertiser can go online, put in their credit card information, and have campaigns up and running in 10 minutes. It is competitive with some of the self-service tools from Meta with Advantage+ or from Google with Performance Max""
""That transition comes amid a turbulent backdrop: over the last several years, its share price and market cap have fluctuated amid speculation over " signal-loss," albeit Google's u-turn on its earlier plans for Chrome augured well in Komasinski's time in office, not to mention the disruptive emergence of AI. In response, Criteo has attempted to rebrand itself from a heavy-hitting retargeting outfit to a commerce media platform that's now experimenting with LLMs, publishers, and retailers alike to hone monetization in the AI-first era.""
Michael Komasinski became Criteo's fourth CEO in early 2025, prompting investor expectations of strategic recalibration. Share price and market capitalization fluctuated amid speculation about "signal-loss" while Google's reversal on Chrome plans and the rise of AI created new opportunities. Criteo repositioned from heavy retargeting to a commerce media platform, experimenting with LLMs, publishers, and retailers to refine monetization. Criteo will launch Commerce Go as a self-service tool by the end of Q1 next year to enable advertisers to start cross-channel campaigns in minutes, while managed services are expected to diminish over time.
Read at Digiday
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