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Criteo lowered its 2026 outlook after second-quarter results missed expectations, primarily because several large Performance Media clients reduced spending. Full-year Contribution ex-TAC is now expected to decline 10% to 12% at constant currency.
Retail Media showed underlying strength despite $75 million of expected annualized impact from client scope reductions. Excluding those clients, second-quarter Retail Media Contribution ex-TAC grew 20%, while media spend increased 31% year over year.
Criteo continues investing in AI and self-service products, with more than 2,000 brands running campaigns through its OpenAI partnership and over half of its small clients adopting Criteo GO. The company expects these initiatives to become meaningful growth contributors beginning in 2027.
Trade Desk Pops on Possible OpenAI Deal—Game Changer or Headfake?
#Media #contribution #retail #expected
Criteo lowered its 2026 outlook after second-quarter results missed expectations, primarily because several large Performance Media clients reduced spending. Full-year Contribution ex-TAC is now expected to decline 10% to 12% at constant currency.
Retail Media showed underlying strength despite $75 million of expected annualized impact from client scope reductions. Excluding those clients, second-quarter Retail Media Contribution ex-TAC grew 20%, while media spend increased 31% year over year.
Criteo continues investing in AI and self-service products, with more than 2,000 brands running campaigns through its OpenAI partnership and over half of its small clients adopting Criteo GO. The company expects these initiatives to become meaningful growth contributors beginning in 2027.
Trade Desk Pops on Possible OpenAI Deal—Game Changer or Headfake?
#Media #contribution #retail #expected
7 hours ago
