APAC Growth

Mollie Spilman, Chief Revenue Officer

Investor Day, September 2016

APAC Growth

2 | Copyright © 2016 Criteo

Safe Harbor Statement

This presentation contains “forward-looking” statements that are based on our management’s beliefs and assumptions and on information

currently available to management. Forward-looking statements include information concerning our possible or assumed future results of

operations, business strategies, financing plans, projections, competitive position, industry environment, potential growth opportunities,

potential market opportunities and the effects of competition.

Forward-looking statements include all statements that are not historical facts and can be identified by terms such as “anticipates,”

“believes,” “could,” “seeks,” “estimates,” “intends,” “may,” “plans,” “potential,” “predicts,” “projects,” “should,” “will,” “would” or similar

expressions and the negatives of those terms. Forward-looking statements involve known and unknown risks, uncertainties and other

factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or

achievements expressed or implied by the forward-looking statements. Forward-looking statements represent our management’s beliefs and

assumptions only as of the date of this presentation. You should read the Company’s most recent Annual Report as filed on Form 10-K, on

February 29, 2016, including the Risk Factors set forth therein and the exhibits thereto, completely and with the understanding that our

actual future results may be materially different from what we expect. Except as required by law, we assume no obligation to update these

forward-looking statements publicly, or to update the reasons actual results could differ materially from those anticipated in the forward-

looking statements, even if new information becomes available in the future.

This presentation includes certain non-GAAP financial measures as defined by SEC rules. As required by Regulation G, we have provided a

reconciliation of those measures to the most directly comparable GAAP measures, which is available in the Appendix slides to today’s

“Financial Update” presentation. In addition, certain financial information contained herein with respect to years ended prior to December 31,

2013 has been derived from our audited consolidated financial statements that were prepared in accordance with IFRS and presented in

Euros. Financial information contained herein with respect to quarterly periods has been derived from our unaudited condensed

consolidated financial statements.


2014 2015 2016 2017 2018

China* Japan Rest of APAC* RoW

Asia is the world’s largest ecommerce region

Source: eMarketer, *excludes HongKong

Retail eCommerce Sales

>60% of Global

Ecommerce

by 2018

~50% Smartphone User

Penetration

by 2018


Tokyo 2011

Singapore 2013

Shanghai 2016

Beijing 2013

Seoul 2010

Sydney 2011

Osaka 2014New Delhi

2016

We have a strong position in Asia-Pacific

24%of Global

Revenue

ex-TAC*

* In Q2 2016


• 66% of APAC business

• Clear leader in remarketing

• Mature yet strong growing market

• Exclusive partnership with Yahoo! Japan

• No significant competitor

• Strong team in place

• Offices in Tokyo and Osaka

• Strong midmarket opportunity

Japan: Our “Bread and Butter” Business


We have a proven blueprint to open new markets

Activate RTB

networks

Upsell large

clients into

new

geographies

Sign local

clients

Sign local

premium

publishers


Our priorities for Tier 1 in Asia-Pacific for 2016/17

Southeast

AsiaChinaIndia

Mobile First Markets


Mobile is the growth driver in APAC

Source: eMarketer, April 2016, individuals who own at least one smartphone and use it at least once per month.

CAGR

2014-2020

1 China 8%

2 India 21%

3 USA 6%

4 Indonesia 14%

5 Brazil 14%

7 Japan 6%

16 Philippines 11%

17 Vietnam 15%

18 Thailand 10%

22 Taiwan 4%

Worldwide 11%

Faster

2014-2020 CAGRthan worldwide

growth of

smartphone

users

3 out of 5 top 25 markets ranked by smartphone users are in APAC

0

100

200

300

400

500

600

700

2014 2015 2016 2017 2018 2109 2020China India USA Indonesia Brazil

Japan Philippines Vietnam Thailand Taiwan

Smartphone users (M)



Southeast

AsiaChinaIndia



Southeast Asia: Why we are bullish about growth opportunities

3 471

2 792

2 024

6 042

10 907

55 975

22 128

Indonesia

Philippines

Vietnam

Thailand

Malaysia

Singapore

Taiwan

GDP in $/Capita 2015Population: ~600M

Below 30: ~45%

Internet Users: ~45%

2019 Smartphone Users: ~230M

2016 Smartphone Users: ~160M

Source: Euromonitor, BofA Merril Lynch's eCommerce Report as of May 2015 and SingPost Report as of Jan 2015

eCommerce: only 1-2% of total retail


Customer Success Story

““Criteo’s performance marketing solution drives actual, measurable results, which we appreciate the most. Criteo is a key component in our overall marketing approach.”

Timothy Martin

Head of Online Marketing

+160%in month on

month sales

10xin advertising

ROI

““Criteo’s performance marketing solution drives actual, measurable results, which we appreciate the most. Criteo is a key component in our overall marketing approach.”

Timothy Martin

Head of Online Marketing

+160%in month on

month sales

10xin advertising

ROI


We plan to accelerate Tier-1 growth in Southeast Asia

Continue to

grow our key markets

(Indonesia, Taiwan, Vietnam)

Continue to launch more

app advertising campaigns

for existing and new clients

Build in-app inventory

and expand relationships with

local publishers and platforms



Southeast

AsiaChinaIndia



India: an exciting market

• World’s 2nd largest Internet

population (28% penetration)

• Amazon investments: $2bn in

2014, $3bn in 2016*

• Ecommerce >$100bn before 2020

• Strong local brands (e.g. Flipkart,

Myntra, Snapdeal, Makemytrip)

• Strong presence of Google and

Facebook: consumer reach

• Open to foreign companies

* The Wall Street Journal


Our game plan for India: Continue on our proven blueprint in 2016/17

Activated large RTB networks

Started to

upsell large

clients into

India from

Singapore

Started

building a

strong team

Opened a

subsidiary in

Gurgaon/

New Delhi

Accelerate

signing of

local clients

Sign local

premium

publishers

incl. in-app

Aggressively launch app campaigns



Southeast

AsiaChinaIndia



China is a specific market

Opportunities 机会

• Huge domestic market

• Established ecommerce

• 25,000 midmarket advertisers

• Appetite for performance

• Local competition less tech

oriented

• Mobile/app-first market

Challenges 挑战

• Limited access to local inventory

• Hosting infrastructure needs to be in

Mainland China

• No Western tech/ecommerce

players

• Market new to remarketing/longer

sales cycles


We already established a solid foundation in China

Opened offices (Beijing, Shanghai) and strengthened the team with new MD

Q1 2015 Q2 2015 Q3 2015 Q4 2015 Q1 2016 Q2 2016

China Export Business Revenue ex-TAC +343%

yoy

Activated 10 largest RTB platforms

Launched sizeable export business leveraging our global reach

Opened data center in mainland China

Started domestic campaigns


We have a clear set of priorities for China for 2016/17

Export

Business

MidmarketLocal Tier-1

business

Apps


Conclusion

Midterm, Asia Pacific continues

to be our largest growth opportunity

The World’s

Performance

Marketing Platform

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