Criteo sees CTV ramp and spend stabilization as reason for optimism, analyst upgrades rating
· 4d ago · Originally reported by Seeking Alpha
A Seeking Alpha analyst upgraded Criteo, pointing to improving ad spend trends and the company's expanding connected TV business as sources of renewed optimism. The commentary centers on whether the commerce media and retail media pivot can offset pressures in the core retargeting business.
Why it matters
Criteo's shift from cookie-based retargeting toward commerce media and CTV is a bellwether for how ad tech firms adapt as third-party identifiers fade.
Explain it like I’m new here
It's like an old store deciding to sell new popular products alongside its classics, and an observer saying the fresh assortment is starting to pay off.
Read the original at Seeking Alpha
Terms in this story
CTV (connected TV)
CTV (connected TV) is any television connected to the internet, such as a smart TV, streaming stick, games console or set-top box, and the advertising shown in streaming apps on it.
Commerce media
Commerce media is advertising sold by any business with transaction or shopper data, such as retailers, delivery apps, travel sites, payment companies and banks, not only traditional retailers.
Retail media
Retail media is advertising sold by retailers, on their own websites, apps and stores or elsewhere using their shopper data, letting brands reach customers close to the point of purchase.
Retargeting
Retargeting is showing ads to people who have already interacted with a brand, for example by visiting its website, using its app or adding a product to a cart without buying.
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