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CDLX

Cardlytics·NASDAQ
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CDLX fundamentals

Cardlytics (CDLX) released its earnings on Mar 4, 2026: revenue was 56.09M (YoY -24.19%), beat estimates; EPS was -0.15 (YoY +51.61%), beat estimates.
Revenue / YoY
56.09M
-24.19%
EPS / YoY
-0.15
+51.61%
Report date
Mar 4, 2026
CDLX Earnings Call Summary for Q4,2025
  • Strategic Shift: Exited Bank of America to focus on high-margin FIs, with Q4 UK revenue up 35% YoY. New sports partnerships signal diversification beyond traditional banks.
  • Advertiser Growth: 60% QoQ new business wins in Q4, including a 70% jump in fashion/luxury spend. Grocery advertisers saw 21% YoY growth, with one grocer increasing spend 8x YoY.
  • Financial Resilience: Despite Q4 revenue down 24%, Adjusted EBITDA improved $2.1M YoY. Q1 guidance reflects near-term pain but expects sequential recovery.
  • Tech Leap: Migrated to modernized platform, reducing costs by 40%. AI tools now resolve 80% of customer inquiries in minutes, enhancing operational velocity.
  • Liquidity Boost: Bridg sale expected to strengthen balance sheet, enabling debt reduction and self-sustainability.
EPS
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
-0.51-0.73-0.56-0.24-0.85-1.43-1.35-0.350.91-3.750.19-11.320.4-0.67-0.63-2.3547-0.56-0.09-2.9-0.31-0.26-0.18-1.36-0.15
Forecast
-0.3657-0.5671-0.6017-0.3914-0.58-0.654-0.9525-0.8175-0.918-0.8775-0.984-0.8036-0.7902-0.73-0.65-0.23-0.43-0.46-0.5667-0.47-0.48-0.39-0.3267-0.2067
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
-39.46%
-28.73%
+6.93%
+38.68%
-46.55%
-118.65%
-41.73%
+57.19%
+199.13%
-327.35%
+119.31%
-1308.66%
+150.62%
+8.22%
+3.08%
-923.78%
-30.23%
+80.43%
-411.73%
+34.04%
+45.83%
+53.85%
-316.28%
+27.43%
Revenue
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
------------------45.51M28.22M46.08M67.08M53.23M58.85M64.98M90.05M67.93M75.41M72.71M82.50M64.33M76.70M79.00M89.17M67.61M69.64M67.06M74.00M61.90M63.25M52.03M56.09M
Forecast
------------------42.96M30.78M38.82M60.89M51.07M62.87M62.09M76.53M64.66M76.05M73.90M83.58M65.06M69.11M80.05M89.55M71.69M75.39M57.77M63.63M58.01M64.02M54.54M54.46M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+5.94%
-8.32%
+18.69%
+10.17%
+4.24%
-6.38%
+4.66%
+17.67%
+5.05%
-0.84%
-1.61%
-1.30%
-1.12%
+10.98%
-1.31%
-0.43%
-5.70%
-7.64%
+16.07%
+16.30%
+6.70%
-1.20%
-4.60%
+3.01%

Earnings Call