Criteo’s Strategic Pivot: AI and Corporate Restructuring in Focus

Investors are closely monitoring Criteo as the company embarks on a dual-path strategic shift, combining a significant technological offensive with a major corporate reorganization. The upcoming week is set to provide critical data points on both fronts.

The immediate focus is on the upcoming release of Criteo's fourth-quarter and full-year 2025 financial results, scheduled for Wednesday, February 11. Market observers will scrutinize the figures for early indications of how the company's transition to new AI-driven solutions is impacting profitability. The effective monetization of its structured commerce data is viewed as the primary growth lever for the current fiscal period.

Concurrently, a substantial structural change is on the horizon. Shareholders are set to vote on February 27 regarding the proposed relocation of the company's corporate headquarters from France to Luxembourg. This restructuring plan includes a direct listing on the Nasdaq and is designed to streamline corporate administration. The new configuration is also expected to provide enhanced flexibility in capital management, which should benefit the existing $805 million share repurchase program.

Should investors sell immediately? Or is it worth buying Criteo?

Launching an AI-Powered Commerce Engine

At the core of Criteo's growth strategy is its newly launched "Agentic Commerce Recommendation Service," introduced on February 5. The technology aims to bridge the gap between customer search queries and final purchase decisions. According to internal tests conducted in January, the service demonstrated a relevance improvement of up to 60% compared to previous approaches from external providers.

This system leverages the "Model Context Protocol" (MCP) to transform complex customer inquiries into curated, purchase-ready product lists. The engine is powered by a massive proprietary dataset encompassing 720 million daily shoppers and approximately 4.5 billion products. Criteo's objective is to optimize AI assistants to directly support the "add-to-cart" and checkout processes, positioning the company at the intersection of an estimated $1 trillion in annual transaction volume that flows across its platform.

The business report due this Wednesday will offer the first substantive look at the operational dynamics driving this strategic overhaul, ahead of the shareholder vote that will clarify the future corporate structure at the month's end.