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Cardlytics Inc (CDLX)
NASDAQ:CDLX
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.37Last Year’s EPS
-0.26Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: meaningful operational and financial improvements (positive adjusted EBITDA, expense reductions, technology modernization, strong UK performance and notable advertiser wins) are offset by pronounced top-line pressure (material year-over-year declines in billings and revenue, a sharp Q1 guide decline, ACPU deterioration), the loss of a major FI partner (Bank of America), and the divestiture of Bridg that limits certain product capabilities in the near term. Management emphasizes a path to self-sustainability, sequential recovery, and several execution levers (new portfolios, UI enhancements, reinvestment in rewards, and Bridg proceeds to bolster the balance sheet) that could drive recovery later in 2026.Company Guidance
Positive Adjusted EBITDA and Improved Profitability
Fiscal 2025 annual adjusted EBITDA of $10.1M, up $7.5M year-over-year; Q4 adjusted EBITDA of $8.5M, up $2.1M year-over-year. Q4 adjusted contribution of $31.7M with margin expanded to 56.5% (highest to date).
Material Cost and Operating Efficiency Improvements
Total adjusted operating expenses (ex. stock-based comp.) of $23.2M in Q4, a reduction of $11.1M year-over-year; operating expenses guidance for Q1 at or below $27M (a 27% reduction year-over-year). Engineering changes reduced infrastructure costs by ~40%.
Strong Cash Flow and Balance Sheet Progress
Q4 operating cash flow was positive $13.0M and free cash flow was positive $10.5M, an improvement of $11.9M year-over-year. Ended Q4 with $48.7M cash and cash equivalents; $40.1M currently drawn on the credit facility. Proceeds from the expected Bridg transaction anticipated to bolster the balance sheet and pay down debt.
User Engagement and MQU Growth
Q4 MQUs reached 227 million, up 18% year-over-year (and +1% ex-new partners), reflecting the full ramp of newest FI partners and improved supply from those relationships.
Technology Modernization and Productivity Gains
Completed migration to a unified ad server and Databricks data/AI platform; engineering delivered features ~20% faster and reduced infrastructure costs ~40%. Launched AI tools (agentic coding, support agent) that materially speed partner responses and campaign builds.
Advertiser Wins and Sector Momentum
Meaningful advertiser traction in Q4: one leading discount grocer increased spend 8x year-over-year; fashion and luxury advertisers increased spend 70% quarter-over-quarter; a large U.S. retail brand doubled quarter-over-quarter spend; added the world's largest athletic apparel maker. New business wins increased 60% quarter-over-quarter across e-commerce, retail and restaurants.
U.K. Outperformance
Q4 U.K. revenue was $10.8M, up 35.1% year-over-year — the largest ever quarter for the U.K. business. Grocery drove more than 40% of U.K. revenue in the quarter.
Program Performance Signals from Product Tests
Double Days promotion produced a 2x increase in redeemers on double-reward days, demonstrating the effectiveness of engagement formats and reward-driven lift.
CDLX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CDLX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | $0.90 | $0.81 | -9.44% |
Nov 05, 2025 | $1.76 | $1.26 | -28.41% |
Aug 06, 2025 | $1.76 | $1.30 | -26.14% |
May 07, 2025 | $2.16 | $1.90 | -12.04% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Cardlytics Inc (CDLX) report earnings?
Cardlytics Inc (CDLX) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Cardlytics Inc (CDLX) earnings time?
Cardlytics Inc (CDLX) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CDLX EPS forecast?
CDLX EPS forecast for the fiscal quarter 2026 (Q1) is -0.37.