As a matter of company policy, we do not comment on the results of other companies. As previously communicated, Criteo is more insulated from the overall impact of Apple’s ATT than large mobile app-first players because of our network reach. As a reminder, our Retail Media onsite business is not impacted by Apple’s ATT feature nor by the iOS15 changes. As of October 2021, our total exposure to Apple users in our Marketing Solutions business is limited to below 10% of Traffic Acquisition Costs. These changes are reflected as part of the total privacy and identity impact that we have already communicated to the market for the full year 2021.
Our Commerce Media Platform is a key differentiator and the roll-out of our First-Party Media Network allows us to collect alternative, addressable identifiers, build privacy-by-design audiences and drive commerce outcomes on inventory consumed by Apple users.