Criteo S.A Quarterly Earnings Call: Analyzing Progress and Uncovering Potential Opportunities

August 27, 2023


Criteo S.A (NASDAQ: CRTO), one of the leading digital advertising companies, is set to announce its second-quarter earnings results on August 2, 2023. As investors eagerly await this financial update, it is crucial to delve into the provided data to gain a comprehensive understanding of the company’s performance. By utilizing fundamental and technical analysis, historical guidance, and analysts’ estimates, we aim to provide insights and uncover potential investment opportunities within Criteo.

Fundamental Analysis: Assessing Financial Performance

ReportDate NetIncome TotalRevenue DilutedEPS unit
Q2 2023-06-30 -2.9 468.9 -0.05 million USD
Q1 2023-03-31 -11.8 445.0 -0.21 million USD
Q4 2022-12-31 15.4 564.4 0.25 million USD
Q3 2022-09-30 6.6 446.9 0.10 million USD
Q2 2022-06-30 -33.6 495.1 -0.56 million USD

Criteo’s projected earnings for Q2 2023 indicate a net income of -2.9 million USD and total revenue of 468.9 million USD. While these figures depict a decline in profitability compared to the previous quarter, it is essential to consider the past financial performance for a holistic perspective. Notably, Criteo has consistently displayed resilience despite market volatility, recovering from a net loss in Q2 2022 to generate a net income of 15.4 million USD in Q4 2022.

Additionally, it is crucial to examine Criteo’s diluted EPS, which is expected to be at -0.05 in Q2 2023. Although this represents a decrease from the positive EPS reported in the previous quarter, it is worth highlighting that Criteo has been striving to improve its earnings per share over time. By closely monitoring the company’s cost management strategies and revenue growth initiatives during the earnings call, investors can gain insights into their potential impact on future earnings.

Technical Analysis: Analyzing Stock Performance

since low high change change%
1D 2023-08-25 28.3 29.0 -0.1 -0.3
5D 2023-08-21 28.1 29.6 -0.2 -0.8
1M 2023-07-27 28.1 33.7 -3.4 -10.5
3M 2023-05-30 28.1 35.3 -3.1 -9.6

Investors can also benefit from analyzing Criteo’s recent stock performance to gauge market sentiment. Over the past three months, Criteo’s share price has experienced fluctuations, with a recent decrease of 3.4% over one month and 10.5% over the past five trading days. These fluctuations can be attributed to several factors, including broader market conditions and investor sentiment surrounding the digital advertising industry.

However, it is essential to note that short-term stock price movements may not necessarily reflect the underlying fundamentals of the company. By listening to the earnings call, investors can gain a deeper understanding of Criteo’s growth strategies, technological advancements, and potential partnerships, which may have a more significant impact on the stock’s long-term performance.

Historical Guidance: Learning from Past Performance

To gain further insights into Criteo’s potential trajectory, it is crucial to examine its historical guidance. Despite facing challenges in the past, Criteo consistently managed to adapt and improve its financial performance. In Q2 2022, the company faced a net loss of -33.6 million USD; however, within one year, it successfully turned its fortunes around and achieved a net income of 15.4 million USD in Q4 2022.

Understanding how Criteo has historically overcome obstacles is vital for investors seeking to gauge the company’s resilience and future growth prospects. By assessing management’s ability to navigate changing market dynamics, investors can gain confidence in Criteo’s capacity to generate value for shareholders.

Analysts Estimates: Supplementing Insights

To gain a well-rounded perspective, it is crucial to consider analysts’ estimates for Criteo’s upcoming earnings call. While the market may have its expectations, analysts provide valuable insights into the company’s potential performance. By analyzing consensus estimates, investors can gauge market sentiment and compare these projections with Criteo’s historical financials discussed earlier.

Incorporating multiple viewpoints can help investors identify any discrepancies between expectations and actual results during the earnings call. Analysts’ estimates may also reveal new growth drivers or areas of concern that could inform investment decisions moving forward.

Conclusion: Uncovering Opportunities for Investors

Criteo’s upcoming quarterly earnings call is an eagerly awaited event for investors seeking insights into the company’s financial performance and growth prospects. Through a comprehensive analysis of Criteo’s fundamentals, technical indicators, historical guidance, and analysts’ estimates, investors can position themselves to capitalize on potential opportunities.

Understanding Criteo’s strategic initiatives, technological advancements, and cost management strategies can offer valuable insights to investors during the earnings call. By actively participating in the call, investors will gain access to critical information, allowing them to make informed decisions regarding Criteo’s future outlook.

Investors are encouraged to tune in to the earnings call on August 2, 2023, at 8:00 AM EST and explore the potential opportunities offered by Criteo’s financial performance and growth strategy. By leveraging the available data and keeping an eye on management’s guidance during the call, investors can position themselves effectively to navigate the digital advertising landscape and potentially benefit from Criteo’s progress.

Disclaimer: The information presented in this article is based on data provided and should be used for informational purposes only. Investors should conduct thorough research and analysis before making any investment decisions.

Recent Posts

Leave a Comment