CRTO reported this am. Beat estimates by .25 Euro while increasing revenue by 51.3%. 145.75 M vs est of 138.24 Euro est. 900 net new customers in Q 4 with over 90% retention of existing customers. On the surface looks like a good report.
Rob
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Yep I thought the results were awesome.
Ant
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increasing revenue by 51.3%
What was the increase in profits?
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Don’t have adjusted earnings but yoy was .66 from .37, likely GAAP numbers. Just getting info from my news feed.
Rob
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Net income for the fourth quarter 2015 increased 101% year-over-year to €35 million.
Net income for fiscal year 2015 increased 60% year-over-year to €57 million.
Adjusted EBITDA for the fourth quarter 2015 increased 53% year-over-year (or 49% at constant currency) to €49 million, or 13.5% of revenue.
Adjusted EBITDA for fiscal year 2015 increased 64% year-over-year (or 59% at constant currency) to €130 million, or 10.9% of revenue.
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Net income for fiscal year 2015 increased 60% year-over-year to €57 million.
So P/E of 50 with growth of 60% is a PEG of less than 1. The major concern over ad-blocking had largely faded so looks like a good entry point even at $33.
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