Criteo (NASDAQ:CRTO) issued a press release on November 4, 2026, announcing the global expansion of its Performance Connected TV capabilities to Brazil, Mexico, and additional markets beginning by the end of 2026 and continuing through 2027.

Key Highlights

  • Phased global rollout: Performance CTV will launch in Brazil and Mexico by end of 2026, followed by Canada, the UK, France, Germany, Italy, Spain, Australia, and select additional markets in 2027, according to the announcement.
  • Commerce data scale: Criteo reported drawing on more than $1 trillion in annual transactions, 740 million daily active users, and more than 5 billion SKUs to build its commerce audiences.
  • Q4 2026 growth target: The company stated it is "on track for its CTV business to double in Q4 2026 compared with Q3 2026."
  • Client performance cited: A global travel platform disclosed a 61x return on ad spend and a 9% lower cost per acquisition compared to a Display campaign serving the same audience.
  • Pipeline growth: Criteo said its opportunity pipeline has doubled over the past three months, with clients renewing at larger budgets after initial campaigns.
  • Verticals active: Active campaigns span apparel, travel, home and furnishing, consumer electronics, and automotive, per the filing.

Criteo's Performance CTV Global Expansion: Commerce Audiences and Measurement Capabilities

According to the announcement, Criteo is extending its Performance Connected TV offering internationally after establishing an initial presence in the United States. The company stated that the rollout will begin in Brazil and Mexico before the close of 2026, with Canada, the UK, France, Germany, Italy, Spain, Australia, and select other markets following in 2027. The expansion is framed around connecting CTV investment to measurable business outcomes through commerce audiences, flexible activation, and what the company described as closed-loop measurement.

The filing detailed that Criteo forms "real-time, deterministic commerce signals" from more than $1 trillion in annual transactions, 740 million daily active users, and more than 5 billion stock keeping units. A proprietary household graph then links these signals to personal connected TVs, with the company's bidding engine using this intelligence to optimize bids for reaching high-intent shoppers. The company noted it draws on 20 years of performance optimization expertise in building this capability. CTV activation is available through Criteo's demand platform Commerce Growth.

Michael Komasinski, Chief Executive Officer of Criteo, was quoted in the release stating that "CTV represents a significant growth opportunity for Criteo" and that "early momentum we're seeing in the U.S. is fueling our global expansion." The press release also included statements from client representatives at Franklin Planner, CarParts.com, Wine Country Gift Baskets, and TripMasters. Criteo noted broad and diversified access to CTV supply through direct relationships with media owners as well as supply technology partners, and said it expects to expand that footprint further. The release contains forward-looking statements the company identified as subject to risks and uncertainties that could cause actual results to differ materially.

What Was Disclosed

Criteo announced the international expansion of its Performance CTV product, citing commerce data scale, a client case study reporting 61x return on ad spend, pipeline growth, and a stated goal for its CTV business to double in Q4 2026 relative to Q3 2026.