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Criteo S.A. (CRTO) Morgan Stanley Technology, Media & Telecom Conference 2026 March 4, 2026 5:35 PM EST
Company Participants
Michael Komasinski – CEO & Director
Conference Call Participants
Matthew Cost – Morgan Stanley, Research Division
Presentation
Matthew Cost
Morgan Stanley, Research Division
All right. Okay. Thank you all for being here. My name is Matt Cost, Morgan Stanley U.S. Internet team. I’m very pleased to be joined by Michael Komasinski, the CEO of Criteo. Thank you for being here so much.
Michael Komasinski
CEO & Director
Thanks, Matt. Appreciate it.
Matthew Cost
Morgan Stanley, Research Division
I have to quickly run through the disclosures. For important disclosures, please see the Morgan Stanley research disclosure website at morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.
Question-and-Answer Session
Matthew Cost
Morgan Stanley, Research Division
All right. And with that out of the way, maybe for those in the audience that are newer to the Criteo story, maybe give us a quick overview of the company, where you fit into the ad landscape and the opportunities ahead and maybe what’s changing?
Michael Komasinski
CEO & Director
Sure. Yes. So Criteo is more than an ad tech company. We increasingly position the company around commerce intelligence and decisioning. And really, it’s the sort of AI-driven commerce platform that’s built to sort of power the next generation of shopping, right, which as we all know, is changing rapidly by the week, it seems like sometimes these days. And in terms of where we fit into the ecosystem, we sit, like, right in the center of the commerce ecosystem. We sit in between brands, retailers, agencies who are all trying to drive commerce outcomes across an increasingly fragmented ecosystem.
And our cross-channel orchestration and decisioning capabilities help them do that, right? And
