Criteo S.A. - FORM 8-K - EX-99.2 - EXHIBIT 99.2 - INVESTOR PRESENTATION, DATED OCTOBER 4, 2016

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EX-99.1 - EXHIBIT 99.1 - PRESS RELEASE, DATED OCTOBER 4, 2016 - Criteo S.A.	ex99-1.htm
EX-2.1 - EXHIBIT 2.1 - MERGER AGREEMENT, DATED OCTOBER 3, 2016 - Criteo S.A.	ex2-1.htm
8-K - 8-K - Criteo S.A.	form8k.htm

Exhibit 99.2

Criteo to Acquire Hooklogic
Strengthening its Performance Marketing
Platform

October 4, 2016

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 the anticipated acquisition, 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.

Agenda

What is the Hooklogic solution?

What is the strategic rationale for acquiring
Hooklogic?

What are we announcing
today?

What is the financial impact of the
acquisition?

What key benefits and opportunities does this
acquisition bring Criteo?

Criteo to Acquire Hooklogic

• Criteo signed a definitive agreement to acquire

100% of Hooklogic shares outstanding

• Total consideration price of $250M in cash*

• The transaction is expected to close in Q4 2016

* Subject to net working capital, net debt and other adjustments at closing

Broader base of retailer partners

New demand

Future innovation

The acquisition of Hooklogic brings Criteo key strategic benefits
and opportunities

Extends Criteo’s performance marketing business to brand manufacturers

Expands the Hooklogic business through Criteo’s broad base of retail
customers

Provides additional expertise for enhancing existing products
and building future performance marketing products

Who is Hooklogic?

• Pioneer of a performance marketing
exchange for consumer brand
manufacturers

• Connects many of the world’s largest retail
ecommerce sites with consumer brand
manufacturers

• Privately-held company, founded in
2004, headquartered in New York City

• ~$130M gross revenue expected in 2016, over +100%
year-over-year;
~190 full-time employees

• Works with over 1,000 consumer brands and 50 retailer
partners

The Hooklogic team brings some of the brightest minds in
performance marketing

Jason Ordway
Chief Technology Officer

John Roswech
Chief Revenue Officer

Jonathan Opdyke
Co-founder & CEO

Jonn Behrman
Chief Product Officer

What does Hooklogic do?

Bid on sponsored product ads embedded in
ecommerce properties
and high-traffic publisher sites

Pay for clicks

Measure ROI through Hooklogic’s post-click

attribution technology

Hooklogic operates the Hooklogic Exchange, a performance
marketing exchange
that enables consumer brand manufacturers to:

Hooklogic works with many of the world’s largest consumer brand
manufacturers

Hooklogic partners with the world’s biggest retailers to target high-
intent shoppers

…and many more!

Criteo retailer clients

The Hooklogic solution brings clear benefits to consumer brands
and retailers alike

Consumer brands reach consumers
via Hooklogic solution

Retailers earn revenue
by monetizing site traffic via CPC-based
native ads

Consumer brands marketing spend is directly linked to retail sales
via post-click attribution technology

Performance marketing for brands

Retailers

Consumer brands

How does the Hooklogic solution work?

The Hooklogic Exchange is a unique marketplace where brand manufacturers bid
on Hooklogic Sponsored Products ads and Hooklogic Drive to Retail ads

Product Detail
Page

Sponsored Products

Drive to Retail

• Ad campaigns
on retailer site

• Tools to optimize
bids, keywords
and results

• Native
sponsored
listings ads

• Direct link to
retailer’s product
detail page

• Ad campaigns on
high-traffic publisher
sites

• Enable brands to
reach
in-market shoppers

• Drive consumers back
to product page on
retailer sites

Hooklogic fits neatly into Criteo’s strategy

Strengthen Criteo’s Performance Marketing Platform

• Powerful machine-learning technology

• Pooled assets to drive performance

• Addresses consumer brands’ needs for
performance for online and offline sales

• Providing cohesive and personalized
experience to consumers

• Driving seamless, accountable
performance across consumer journey

Criteo’s DNA & Key assets

Enhanced Criteo solution

• Focus on accountable performance

• Large scale networks

• Global footprint

• Rich data sets

• Creates additional revenue stream
for retailers

While always...

Consumers

Cross Device Graph

Display

App Installs

Prospecting

Remarketing

Video

What we have

In development

Consumer

Offline

With Hooklogic, we strengthen our World’s Performance Marketing
Platform

Retailer

Publishers

Advertisers

Publishers

Retail,
Travel
&
Classifieds

Direct
Publishers

What Hooklogic
brings

We expect a positive financial impact from the Hooklogic
acquisition in the midterm

Revenue ex-TAC

Adjusted EBITDA

2017

2018

2019

Mid-single-digit share
of global Revenue ex-TAC

Slightly
dilutive to neutral

Accretive

~10% share
of global Revenue ex-TAC

Our success is based
on providing relevant,
accountable, seamless
marketing at scale

Hooklogic strengthens
our World’s
Performance Marketing
Platform

The World’s
Performance
Marketing
Platform

Criteo S.A. - FORM 8-K - EX-99.2 - EXHIBIT 99.2 - INVESTOR PRESENTATION, DATED OCTOBER 4, 2016 - October 4, 2016

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