Criteo (CRTO) reported second-quarter 2026 revenue of $428 million, down 11% from $483 million a year earlier. Net income was $12 million, compared with $23 million in Q2 2025, and diluted EPS was $0.22.
The company appointed Connor McGogney as chief financial officer, effective Aug. 10, 2026. Criteo also said Q2 media spend was $1.1 billion and it deployed $30 million for share repurchases during the quarter.
- Revenue decreased 11% year over year to $428 million.
- Net income was $12 million, down 49% from $23 million a year earlier.
- Diluted EPS was $0.22, compared with $0.39 in Q2 2025.
- Gross profit was $222 million, down 14% year over year.
- Adjusted EBITDA was $73 million, compared with $89 million in Q2 2025.
- Retail Media revenue fell 21%, while Performance Media revenue declined 10%.
- The company now expects fiscal 2026 Contribution ex-TAC to decrease 12% to 10% at constant currency.
$CRTO Insider Trading Activity
$CRTO insiders have traded $CRTO stock on the open market 11 times in the past 6 months. Of those trades, 1 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $CRTO stock by insiders over the last 6 months:
- SARAH JS GLICKMAN (Chief Financial Officer) has made 0 purchases and 6 sales selling 27,049 shares for an estimated $479,999.
- DER KOOI FREDERIK VAN purchased 5,000 shares for an estimated $89,050
- RYAN DAMON (Chief Legal Officer) has made 0 purchases and 4 sales selling 4,887 shares for an estimated $82,581.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CRTO Hedge Fund Activity
We have seen 69 institutional investors add shares of $CRTO stock to their portfolio, and 71 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALLIANCEBERNSTEIN L.P. removed 2,217,838 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $39,765,835
- AMERICAN CENTURY COMPANIES INC added 1,385,281 shares (+inf%) to their portfolio in Q1 2026, for an estimated $24,838,088
- APG ASSET MANAGEMENT N.V. added 611,999 shares (+263.6%) to their portfolio in Q1 2026, for an estimated $10,973,142
- QUBE RESEARCH & TECHNOLOGIES LTD removed 394,216 shares (-83.3%) from their portfolio in Q1 2026, for an estimated $7,068,292
- DNB ASSET MANAGEMENT AS added 372,797 shares (+8.8%) to their portfolio in Q1 2026, for an estimated $6,684,250
- MILLENNIUM MANAGEMENT LLC removed 358,144 shares (-45.1%) from their portfolio in Q1 2026, for an estimated $6,421,521
- TWO SIGMA INVESTMENTS, LP removed 333,521 shares (-83.5%) from their portfolio in Q1 2026, for an estimated $5,980,031
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
