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
Actual | -0.51 | -0.73 | -0.56 | -0.24 | -0.85 | -1.43 | -1.35 | -0.35 | 0.91 | -3.75 | 0.19 | -11.32 | 0.4 | -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
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | 45.51M | 28.22M | 46.08M | 67.08M | 53.23M | 58.85M | 64.98M | 90.05M | 67.93M | 75.41M | 72.71M | 82.50M | 64.33M | 76.70M | 79.00M | 89.17M | 67.61M | 69.64M | 67.06M | 74.00M | 61.90M | 63.25M | 52.03M | 56.09M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | 42.96M | 30.78M | 38.82M | 60.89M | 51.07M | 62.87M | 62.09M | 76.53M | 64.66M | 76.05M | 73.90M | 83.58M | 65.06M | 69.11M | 80.05M | 89.55M | 71.69M | 75.39M | 57.77M | 63.63M | 58.01M | 64.02M | 54.54M | 54.46M |
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
You can ask Aime
What guidance did Cardlytics's management provide for the next earnings period?What were the key takeaways from Cardlytics's earnings call?What is Cardlytics's gross profit margin?What does Cardlytics do and what are its main business segments?Did Cardlytics beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Cardlytics year over year?What factors drove the changes in Cardlytics's revenue and profit?What is Cardlytics's latest dividend and current dividend yield?
