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Criteo (CRTO)
#1
Criteo S.A. (CRTO), the performance marketing technology company, today announced Kinetic Design, its patent-pending ad creation technology that delivers visually stunning, on-brand ads that are contextually optimized for every consumer and rendered in real-time without the need to define ad sizes or layouts upfront. Each client's brand identity and ad requirements are translated into a comprehensive, machine-based framework that specifies the visual presentation, allowing marketers to drive greater customer engagement, improve reach, and achieve unmatched ad performance while maintaining brand aesthetics across campaigns.

Criteo Introduces New Creative Technology to Deliver Optimal Ad Personalization and Consistent Branding

Revenue for the fiscal year 2015 increased 60% year-over-year to €1.2 billion ($1.3 billion.)  Revenue excluding traffic acquisition costs (revenue ex-TAC) grew 59% year-over-year to €482 million ($453 million,) or 40% of revenue, versus analysts' estimates of 474.4 million ($534.4 million).

Criteo FY 2015 earnings - Business Insider

Speaking to Business Insider over the phone, shortly after the earnings release crossed the wires, Criteo CEO Eric Eichmann said the company's 2015 success ultimately boils down to the fact that the majority of its clients (of which 73% are marketers, rather than advertising agencies) treat Criteo as a sales cost rather than a marketing cost. For that reason (a bit like search advertising) clients don't need to go through a process to get marketing budget sign-off: If Criteo can prove it increased sales, spend on the platform can go up as soon as the next day. It's uncapped spend, unlike marketing budgets, which are often fixed over the course of a year or quarter.

Criteo FY 2015 earnings - Business Insider

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#2

We have a new article out on Criteo, we already argued Friday morning (May 4 2017) that the shares were very cheap, they were up 4% on Friday, another useful tip at least for now. Here is the article:

The shares halved on fears that haven't really materialized; revenue is still growing. The company generates large amounts of free cash flow and almost a third of its market cap is cash. We are at a loss to explain why the shares trade at such low multiples, like 0.5 times EV/S or 11x this year's earnings.

Criteo Is Very Cheap - Criteo S.A. (NASDAQ:CRTO) | Seeking Alpha

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