Summary
CDLX Chart
Cardlytics: Underrecognized Margin Recovery; Strong Buy Reiterated
We maintain our Strong Buy on Cardlytics and issue a PT of $6, despite the near-term revenue reset and slower monetization from new partners. The Amex channel is a game-changer, offering high-margin, immediate profitability with minimal incremental OpEx, supporting a clear path to EBITDA recovery. EBP and platform diversification are driving structural margin expansion, de-risking revenue and opening new high-engagement verticals for scalable growth.
Cardlytics, Inc. (CDLX) Q1 2025 Earnings Call Transcript
Cardlytics, Inc. (NASDAQ:CDLX ) Q1 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Nick Lynton - Chief Legal and Privacy Officer Amit Gupta - Chief Executive Officer Alexis DeSieno - Chief Financial Officer Conference Call Participants Jacob Stephan - Lake Street Luke Horton - Northland Capital Markets Robert Coolbrith - Evercore Cal Bartyzal - Craig-Hallum Operator Ladies and gentlemen, thank you for standing by, and welcome to the Cardlytics Inc. Q1 2025 Earnings Conference Call. [Operator Instructions] This call is being recorded on Wednesday, May 7, 2025.
Cardlytics (CDLX) Reports Q1 Loss, Tops Revenue Estimates
Cardlytics (CDLX) came out with a quarterly loss of $0.21 per share versus the Zacks Consensus Estimate of a loss of $0.27. This compares to loss of $0.09 per share a year ago.
Cardlytics, Inc. Dividends
Cardlytics, Inc. Earnings
| 28 Jul 2025 (55 Days) Date | | - Cons. EPS | - EPS |
| 30 Apr 2025 Date | | - Cons. EPS | - EPS |
| 13 Mar 2025 Date | | - Cons. EPS | - EPS |
| 27 Jan 2025 Date | | - Cons. EPS | - EPS |
| 6 Nov 2024 Date | | - Cons. EPS | - EPS |
| 28 Jul 2025 (55 Days) Date | | - Cons. EPS | - EPS |
| 30 Apr 2025 Date | | - Cons. EPS | - EPS |
| 13 Mar 2025 Date | | - Cons. EPS | - EPS |
| 27 Jan 2025 Date | | - Cons. EPS | - EPS |
| 6 Nov 2024 Date | | - Cons. EPS | - EPS |
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Cardlytics, Inc. Profile
| Advertising Agencies Industry | Communication Services Sector | Mr. Amit Gupta CEO | XMEX Exchange | US14161W1053 ISIN |
| US Country | 440 Employees | - Last Dividend | - Last Split | 9 Feb 2018 IPO Date |
Overview
Cardlytics, Inc. is a pioneering firm in the advertising sector with operations mainly in the United States and the United Kingdom. The company excels at bridging the gap between marketers and consumers through an innovative use of bank transaction data. By leveraging partnerships with various financial institutions, Cardlytics offers a unique advertising platform that captures the attention of customers through an array of digital channels. Since its inception in 2008, with headquarters in Atlanta, Georgia, Cardlytics has been at the forefront of utilizing transaction-driven marketing to help businesses reach their desired audiences more effectively.
Products and Services
- Cardlytics Platform
This proprietary advertising channel capitalizes on native bank advertising to forge a direct link between marketers and consumers. It operates through digital channels such as online interfaces, mobile applications, email, and various forms of real-time notifications. This platform is designed to enable marketers to reach potential customers seamlessly within the digital ecosystems of Cardlytics’ financial institution partners, ensuring high visibility and engagement rates for their campaigns.
- Bridg Platform
A powerful customer data platform that excels in utilizing point-of-sale (POS) data to drive marketing strategies. Bridg enables marketers to conduct deep analytics, target loyalty marketing efforts, and accurately measure the impact of their marketing initiatives. By leveraging sales data effectively, this platform offers companies unparalleled insights into consumer behavior, facilitating the creation of highly targeted and effective marketing campaigns.
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