Criteo Says It's Bullish On The Future, But The Market’s All Bears
Criteo has an optimistic pitch for future growth, but Wall Street doesn’t see the money yet from LLMs, commerce agents and social shopping.
Criteo has an optimistic pitch for future growth, but Wall Street doesn’t see the money yet from LLMs, commerce agents and social shopping.
Marketers used to wait for obvious signals, like a product page view, a cart add or a keyword search, before triggering campaigns. But in today’s fractured landscape, those signals can arrive too late.
Criteo recently debuted new AI tech and pilot programs to a group of reporters – including a backend shopper data partnership with an unnamed LLM.
Performance marketers are turning to AI to navigate rising costs, data loss and increasingly complex shopper journeys – and it’s working. Creative is more personalized, targeting is sharper and optimization happens in real time.
After pulling back on moderation, Instagram gets flooded with antisemites; BidSwitch builds a programmatic way for AI bots to pay to crawl websites; and nearly half of Gen Z dislikes AI content.
Lesser-known browser Brave comes out of the woodwork; agentic chatbots require new ad practices; and private equity can endanger both brands and publishers.
AI agents have infiltrated retail media. At least, that’s how it felt to big Wall Street advertising and tech investors, who brought a sense of existential dread to Criteo’s quarterly earnings call on Wednesday.
To get to the heart of the TID debate, you have to understand the definition of a healthy marketplace and how our tendency to limit transparency for the other side of the supply chain is holding us back.
TTD says OpenAds is not just a reaction to Prebid’s TID change, but a new model for fairer, more transparent ad auctions. So what does the DSP need to do to get publishers to adopt its new auction wrapper?
Criteo announced a partnership with Google Search Ads 360 (SA360), Google’s enterprise search advertising platform, making Criteo the first third-party vendor to integrate with Google for on-site retail media supply.
Criteo’s Q2 earnings report on Wednesday was marked by flatness.
Google’s AI search tools are creating a paradox; Amazon pulled its Google ad budgets; and now’s a great time for indie commerce ad tech startups.
Dentsu and Criteo announced a strategic partnership to consolidate their respective retail audience data within Dentsu Connect, the agency holding company’s data and identity product.
Michael Komasinski, Criteo’s newly-minted CEO, shares his vision for the company – and swears that Criteo doesn’t regret its huge investment in testing the Chrome Privacy Sandbox.
While some Privacy Sandbox testers lamented their seemingly wasted effort, they remain committed to post-cookie targeting and measurement – even if Google eventually abandons the Sandbox entirely.
Despite a 3% uptick in Q1 revenue to $451 million, Criteo’s stock fell by roughly 15% on Friday after news of a pullback by a major retail media client and tepid guidance.
Criteo dives into video ads; after 20 years, YouTube might be the world’s biggest media brand; Threads opens up for advertising.
Amazon’s ad tech ambitions are crowding out Amazon specialists; EU regulators have concerns about Apple ATT; and Google says breaking it up could threaten national security.
AdExchanger reached out to a number of major DSPs to gauge the current state of adoption of the IAB Tech Lab’s new video ad standard.
Criteo’s shares leapt more than 20% Wednesday morning after the company reported continued profitability growth and a strong financial footing.
Criteo’s Brian Gleason shared how it is working with agencies to capitalize on curation and measurement opportunities in retail media and CTV.
Mohegan and LiveRamp partner on a “casino media network;” Criteo hires its new CEO from the agency side; and Publicis Groupe consolidates
The IAB gave us new retail media standards for Christmas. But will the industry actually adopt them? Plus: how AI will be used in advertising in 2025.
Achieving consensus on the definitions for even baseline retail media metrics required a tough 18-month slog. Unfortunately, this was the easy part.
We should welcome the opportunity to be part of identity’s path forward, now that we’ve released ourselves from the shackles of the cookie, writes Mark McEachran, SVP of product at Yieldmo.
That sound you hear? Alarm bells ringing in Google’s offices. Plus, women’s sports has been an unexpected accelerant for ad sales.
Q2 was relatively ho-um for Criteo. Its revenue ticked up by just 1%, although the company did move from a net loss of $2 million in the year-ago quarter to a $28 million profit.
If Chrome imitates Apple, there may be a de facto deprecation of the third-party cookies, since potentially only a slim percentage of users would consent to tracking. In that case, advertisers would still have to primarily rely on cookie alternatives, including the Privacy Sandbox.
You read that headline right: Google is seriously considering scrapping its plans to deprecate third-party cookies in Chrome. Instead, it’s proposing some kind of TBD opt-out tool for third-party cookies.
Sophia Cao, RTB House’s newly appointed director of private advertising advocacy, knows how to play nice in the sandbox – because, well, she used to work there.