CRTONasdaqServices-Advertising Agencies

Criteo S.A. (CRTO) earnings date, market-implied expected move, and options open interest by expiry

15.59

+0.42 · +2.77%

post 15.81 +1.41%

Closed16:30 ET

Open14.49Volume717,891Mkt cap$769.7MP/E11.21EPS1.41

Day14.23 – 15.81100%52-wk13.95 – 22.7221%

CRTO

Criteo S.A.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

No implied move.

Expected move

Inputs

Next report

Feb 10

before open · in 98 days

est.Q4 FY26

Calendar

Next report

Last report

Nov 4

before open

confirmedNov 3 close

Implied vs realized

Linked news

1dSHOP · customerShopify falls 7% after Q3 revenue and merchandise volume miss estimates
5dDV · customerDoubleVerify Q3 net income $15,929 thousand, revenue $205,638 thousand

News

Largest filed tie

13F top-10 QoQ

—

Top fund weight

—

Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied

Criteo (CRTO) is expected to report on Feb 10 before open (estimated date).

Implied vs realized

1 report

—≥ implied

Q2 FY26Aug 5 '26confirmed±9.2%▼−23.88%×2.60

quarterimplied−25%0+25%realized×

Q2 FY26±9.2%▼−23.88%×2.60

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Implied vs realized

Positioning

OI · 4 expiries · Nov 3 close

0.24OI · 4 expiries · Nov 3 closeP/C open interest · Apr 16 · first expiry after the report

PUTS · chgexpiry · days · P/CCALLS · chgP/C

523+5%Nov 2016d3.87135+48%3.87

118+18%Dec 1844d2.6245—2.62

618+2%Jan 1572d0.144,2720%0.14

report · Feb 10 · before open · est.

73+462%Apr 16163d310+4%

ExpiryPutsCallsP/C

Nov 2016d523+5%135+48%3.87

Dec 1844d118+18%45—2.62

Jan 1572d618+2%4,2720%0.14

report · Feb 10 · before open · est.

Hatched = puts · solid = calls · bars scaled per expiry · chg = OI vs prior sessionSource: options EOD

Positioning

Linked exposure

No implied move.

Linked exposure

Revenue flow

as filedQ3 FY26

1.47%as filednet margin · revenue −2.70% QoQ

Revenue

$416M−2.70% QoQ

Gross profit

$208M−6.55% QoQ

49.86% margin

Operating income

$21M+39.61% QoQ

5.03% margin

Pre-tax income

$22M+43.68% QoQ

Net income

$6M−47.83% QoQ

1.47% margin

Cost of revenue

$209M+1.46% QoQ

Operating expenses

$187M−9.89% QoQ

Marketing $87M

R&D $57M

SG&A $42M

Tax

$16M+344.41% QoQ

Other income

$1M+235.11% QoQ

Revenue$416M−2.70%

Gross profit

$208M−6.55%

49.86% margin

Operating income

$21M+39.61%

5.03% margin

Pre-tax income

$22M+43.68%

Net income

$6M−47.83%

1.47% margin

Cost of revenue

$209M+1.46%

Operating expenses

$187M−9.89%

Marketing $87M

R&D $57M

SG&A $42M

Other income$1M+235.11%

Tax$16M+344.41%

flow · deduction · inflow · signed % = QoQSource: SEC filings · standardized · QE Sep 30 '26 · width = $

Revenue flow

Intraday

15m bars

Hatch = extended hours · ▯ up · ▮ downSource: market data · 16:30 ET

Intraday

Event sensitivity

—

Earnings history

EPS 0.11 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	—	0.11	—
Q2 FY26	Aug 5 '26 · confirmed	0.22	—
Q1 FY26	—	0.15	—
Q2 FY25	—	0.39	—

Source: filed financials

Methodology

ties · implied moves · holdersMethod