JB Rudelle, CEO, CriteoApril 23, 2019, 08:00 am EDT

Industry analyst briefing

2 •

To be the leading advertising platform for the open internet

O U R V I S I O N :

3 •

The open Internet offers multiple benefits to advertisers & publishers

Choice

Advertisers and publishers choose which partners to

work with and how

Neutrality

We have no conflicting

interests with advertisers and

publishers

Transparency

Advertisers and publishers

determine how to measure success

Controlof data

Advertisers and publishers keep control of their

own data

4 •

Criteo platform

Retail MediaMarketing Solutions

Self-service, API & Managed Platformto address the entire

customer journey

Self-service, API & Managed Platformto power retailer

advertising revenues

Criteo offers two solutions to advertisers and retailers

5 •

Criteo platform

Retail MediaMarketing Solutions

Self-service, API & Managed Platformto address the entire

customer journey

Self-service, API & Managed Platformto power retailer

advertising revenues

Criteo offers two solutions to advertisers and retailers

6 •

Criteo platform

Audience generation

toolSupply

connectivityShopper Graph

Marketing Solutions

AI Engine

Product recommendations

Creative studio

DCO+

Predictive bidding

7 •

Criteo platform

Audience generation

toolSupply

connectivityShopper Graph

Marketing Solutions

AI Engine

Product recommendations

Creative studio

DCO+

Predictive bidding

Criteo platform

Audience generation

tool

8 •

9 •

10 •

11 •

12 •

13 •

Criteo platform

Audience generation

toolSupply

connectivityShopper Graph

Marketing Solutions

AI Engine

Product recommendations

Creative studio

DCO+

Predictive bidding

Criteo platform

Shopper Graph

14 •

Shopper Graph in numbers

Enabling multiple use cases for advertisersOur Shopper Graph is one of the most powerful in the industry

Shopper Graph

Reach extension MeasurementCRM onboarding

Allows advertisers to onboard their own online and offline CRM data to target specific users

Works seamlessly across all environments (desktop web, mobile web, mobile apps, offline)

Enables real-time measurement of brands marketing goals’ achievements, including sales, across all retailers’ properties

1.5 B+Matched user IDs

4.5B+Products

120+Intent signals / shopper

$800B+Commerce Sales

15 •

16 •

17 •

18 •

Criteo platform

Audience generation

toolSupply

connectivityShopper Graph

Marketing Solutions

AI Engine

Product recommendations

Creative studio

DCO+

Predictive bidding

Criteo platform

AI Engine

Product recommendations

Creative studio

DCO+

Predictive bidding

19 •

Leveraging the power of our shopper graph and world-class algorithmsOffering shoppers the best product discovery experience

Campaign goal

Visitor’s site navigation

Recency and frequency of activity

Product type, price, and category

Most viewed products on retailer’s site

And much more...

The Criteo Engine recommends products based on:

Productswe show John

John browses“Bomber Jacket”on Uniqlo’s site

Product recommendations

20 •

Enabling faster roll-out of Awareness and Consideration solutionsWe have a best-in-class Creative Studio

Creative studio

21 •

Addressing full-funnel marketing goalsNew DCO+ delivers flexible creative formats in real time

Dynamic creativeDynamic Brand creative

Banner Formats

Brand creative

AWARENESS CONSIDERATION CONVERSION

Brand & Product focus Product focusBrand focus

22 •

Our Predictive Bidding algorithms are industry-leading

The right bid for the right ad placement at the right time

User context Publisher interactionProduct behavior

Predictive bidding

Second-price bidder optimizationStandard bidder First-price bidder optimization

23 •

Criteo platform

Audience generation

toolSupply

connectivityShopper Graph

Marketing Solutions

AI Engine

Product recommendations

Creative studio

DCO+

Predictive bidding

Criteo platform

Supply connectivity

24 •

Enabling advertisers to get massive reach of their customersWe have extensive supply connectivity on a huge scale

Supply Connectivity

Exchanges

Web

Web header bidder/App SDK header bidder

Apps

3,500+ premium publishers and 100’s of app developers

• Flexible buying technology: RTB/S2S, Header Bidding, SDK, API• Any relevant creative formats/environment: IAB, Native, In-App, Video, Google AMP

65 global and local exchanges

25 •

Sephora partners with Criteo for the full shopper journey

“Reviewing our online strategy and having a partner that brought results across all points of contact was critical if we were to increase our brand presence and conversion.”

–Simone SanchoDigital Marketing & CRM Executive, LATAM

725% increase in ROI; +2,600 user sales generated; +1.7M new, unique users reached

• Continued connection with shopper throughout purchase journey until completion• Incremental sales from relevant products based on the customer’s profile

• New, relevant customers• Existing customer base revitalized

• Different experiences for different customers• Increased Lifetime Value of existing customers (loyalty programs)

26 •

Criteo platform

Retail MediaMarketing Solutions

Self-service, API & Managed Servicesto address the entire

customer journey

Criteo offers two types of solutions to advertisers and retailers

Self-service, API & Managed Platformto power retailer

advertising revenues

27 •

But need tools to deliver a compelling media offeringRetailers are on the verge of a multi-billion opportunity

Source: Forrester, Retailers: You're The Next Media Moguls, Sucharita Kodali, Fiona Swerdlow, Susan Bidel, Collin Colburn, Joanna O'Connell and Heidi Anderson, 5/12/18

Retailers have an opportunity to generate revenue and better shopper experiences in partnership with brand manufacturers

$219 B I LL IONin digital advertising*

+ECOMMERCE-DRIVEN AD FORMATS

ROBUST SHOPPER TARGETING

SELF-SERVICE PLATFORM FOR CAMPAIGN MANAGEMENT AND SKU-LEVEL REPORTING

+

+

BRAND MEDIA DOLLARS UNLOCKED

CONSISTENT STREAM OF REVENUE

==

28 •

Purpose-built for retailersRetail Media: Integrated Ad Management Platform

SKU-level Native Ad Exchange

RETA

ILER BRA

ND

SKU-level Ad Server

Reach Extension Platform

360° Brand Measurement

29 •

Solutions for retailers and brandsRetail Media addresses the full funnel

Awareness Consideration Conversion

Sargento Swiss Cheese Slices

$3.79

Flexible range of targeting and creative options

AUDIENCE EXTENSION COMMERCE DISPLAY SPONSORED PRODUCT RESELLER PROGRAM

30 •

Commerce Display: promote awareness & drive upsell

Up to 5 productsto click through

Marketing materials

Direct add-to-cart

Additional CTA: PDF, video, link

• Native design for a great retail experience

• Dynamic e-retail features & interactive content

• Positioned across all critical touch-points

• Real-time pricing & availabilities

• Comprehensive choice of shopper targeting

Real-time price & product avail.

31 •

Unique Commerce Display formats

31 •

32 •

We have a flexible service approach to retailers

SKU-level Native Ad Exchange

3rd partydemand

Sales house to brands

operated by Criteo

Self-serviceto brands

operated by retailers

33 •

Self-service platform to brands operated by retailers

33 •

34 •

Philips evolves its brand presence with Criteo's Retail Media

“The days of the single-channel shopper are over. Philips is seeking marketing partners that address changes in shopper behavior successfully, as the online channel continues to grow in importance for us.

Thanks to Criteo, we have better and deeper insight into our target consumer’s shopping behavior as well as increased sales.”

– Mathilde de PlinvalHead of Communication & Digital

848% ROAS incremental sales; 54% incremental sales; 52% traffic increase to the Philips product pages;

67% of purchasers were new customers; +70% share of market

• Provided key insights into marketing performance across 70+ retailers to help Philips confidently re-invest in winning strategies

• Served product ads to relevant shoppers on ecommerce sites, driving sales for brands

• Leveraged first-party point-of-sale data to connect advertising to actual SKU-level sales outcomes across retailers, devices, and channels

35 •

To address the entire customer journey and power retailer advertising revenues Criteo provides self-service, API & managed platform

Criteo is a multi-solution platform providing control to advertisers and retailers

Marketing Solutions addresses the full consumer journey

Retail Media powers retailers’ advertising revenues with brands

1.

2.

3.

36 •

Thank you

For any questions, contact the Criteo Analyst Relations team:

ar@criteo.com