The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Yes. If I can be greedy, I've got 4 questions. First one was for Sarah. You -- I went back and checked the transcript, you talked about retaining the
retargeting business. Do you mean holding the revenues flat? What do you mean by that?
Second question is on the cost growth side. So you previously indicated that you expected to hold non-GAAP OpEx flat this year. You're obviously
kind of become a bit more optimistic on the outlook. So should we think that costs start to grow a bit more? Or are you holding to that?
Third one, there's been a lot of discussion about how your strategic -- one of your moats is your direct integration with the publishers. And we can
obviously kind of track how that's progressed over the quarters as you report those numbers. Should we expect a step change in that going forward?
Because obviously, one would assume you've done direct integration with the big ones, and then it's got to become sort of incrementally less
valuable with the smaller ones. But how should we think about that?
And then fourth one was, can you just give us an update on your anti -- your competition lawsuit with Facebook, please?
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Yes.
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: Okay. And sorry, just before we go to the third question, when you talk about contextual, should we think about the contextual solution as part of
the retargeting business as opposed to new solutions? Were you talking about it as a way to retain the retargeting business, which I think maybe
I was thinking before this was a new solution. I mean, it is a new solution, but it's...
Question: Sarah Simon - Joh. Berenberg, Gossler & Co. KG, Research Division - Analyst
: So the question was really about -- sorry, I couldn't hear you. You go.
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JUNE 03, 2021 / 12:00PM, CRTO.OQ - Criteo SA Investor Day
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