Criteo

3 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Mar 14, 2017 by Olivier Magnan-Saurin · said 15 times in 7 episodes since 2017 · across every show →

Mentions by year

brought up most by Ryan Urban (4), Olivier Magnan-Saurin (4), Guillaume Decugis (2), Scott Giffis (1), Oren Harnevo (1), Nathan Latka (1), Francisco Larrain (1), Cam Miller (1)

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every mention, scene by scene, with the transcript →

Everything said about Criteo, oldest first

Mar 14, 2017 positive
Assertion Contradicted
Magnan-Saurin: Criteo Invented Online Retargeting
“They have invented the retargeting.”
Olivier Magnan-Saurin Mar 14, 2017 ▶ 12:37 EP 598: Fidzup Riases $3.7M, Helping 2500 Retail Locations Track In Store Visits From Advertising, 25 Team with CEO Olivier Magnan-Saurin
Aug 12, 2018 bearish
Assertion Partly supported
Criteo valuation multiples fell from 2.5x to 1.8x gross revenue
“Well, top line, if you look at Criteo, they're public, and they're sort of a similar guaranteed performance like us, public company, they're running at about two and a half X. Well, they were running about two and a half X multiple on gross. I think now it's d…”
Oren Harnevo Aug 12, 2018 ▶ 12:09 1114 Personalized Video Adtech Company Hits $60m TTM Revenues
Jul 13, 2020 negative
Assertion Not checkable as stated
Criteo's retargeting only lifts client revenue by 0.5%
“And for example, like say retargeting Criteo's whole business. Which they're a multi-billion dollar company. They only increased around about a half percent.”
Ryan Urban Jul 13, 2020 ▶ 11:26 BounceX Breaks $100m in Revenue, 1000 Customers, Breakeven, 2020 IPO?
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