The short version

Megan Clarken predicted on November 1, 2022: “At an investor presentation on October 31, CEO Megan Clarken said that Criteo expects to make $1.4 billion in annual revenue ex-TAC in 2025. Criteo's new business solutions, which include retail media and an arm that helps advertisers find and target shoppers on publishers' websites, is predicted to make up $1 billion —…

Prediction by

Megan Clarken

On November 1, 2022

“At an investor presentation on October 31, CEO Megan Clarken said that Criteo expects to make $1.4 billion in annual revenue ex-TAC in 2025. Criteo's new business solutions, which include retail media and an arm that helps advertisers find and target shoppers on publishers' websites, is predicted to make up $1 billion — or 75% — of revenue. The remaining 25% of revenue will come from Criteo's retargeting business, Clarken said. … Clarken said that Criteo's serviceable market for retail media … will account for $42 billion in ad spend for retailers in 2025.”

Follow-up

The strategic shift towards commerce/retail media becoming the majority of Criteo's business, and retargeting shrinking, is directionally confirmed. Precise 2025 revenue and mix figures are not yet fully auditable but the trend aligns with the prediction.

From the High Caliber AI network — see the AI for PR module in the course.