CRTONasdaqServices-Advertising Agencies

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

15.40

+0.02 · +0.12%

post 15.40 0.00%

After hours16:00 ETdelayed

Open15.30Volume291,744Mkt cap$756.9MP/E10.92EPS1.41

Day15.06 – 15.4587%52-wk13.95 – 22.7217%

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 96 days

est.Q4 FY26

Calendar

Next report

Last report

+3.10%

vs ±10.2% implied · ×0.30

shaded = implied · ▲▼ = realized

Nov 4 '26 · confirmed

Implied vs realized

Linked news

3dSHOP · customerShopify falls 7% after Q3 revenue and merchandise volume miss estimates
7dDV · 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

2 reports

—≥ implied

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

Q3 FY26Nov 4 '26confirmed±10.2%▲+3.10%×0.30

quarterimplied−25%0+25%realized×

Q3 FY26±10.2%▲+3.10%×0.30

Q2 FY26±9.2%

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

Implied vs realized

Positioning

OI · 4 expiries · Nov 4 close

0.27OI · 4 expiries · Nov 4 closeP/C open interest · Apr 16 · first expiry after the report

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

533+2%Nov 2014d0.82651+382%0.82

1180%Dec 1842d2.5746+2%2.57

623+1%Jan 1570d0.154,2910%0.15

report · Feb 10 · before open · est.

83+14%Apr 16161d3100%

ExpiryPutsCallsP/C

Nov 2014d533+2%651+382%0.82

Dec 1842d1180%46+2%2.57

Jan 1570d623+1%4,2910%0.15

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 · −11.33% YoY

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 · 16:00 ET

Intraday

Event sensitivity

—

Earnings history

EPS 0.11 · consensus —

Quarter	Reported	EPS	Consensus
Q3 FY26	Nov 4 '26 · confirmed	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