tiprankstipranks
Trending News
More News >
Cardlytics Inc (CDLX)
NASDAQ:CDLX
US Market
Advertisement

Cardlytics (CDLX) Earnings Dates, Call Summary & Reports

Compare
596 Followers

Earnings Data

Report Date
Mar 03, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
-0.21
Last Year’s EPS
-0.31
Same Quarter Last Year
Based on 4 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call highlighted significant growth opportunities through new CRP partnerships and strong performance in the UK market, alongside strategic cost reductions leading to improved adjusted EBITDA. However, challenges with content restrictions and a major decline in billings and revenue present notable headwinds.
Company Guidance
During the Q3 2025 earnings call, Cardlytics provided guidance indicating several key metrics and strategic initiatives. The company reported a 20.3% decrease in total billings to $89.2 million compared to the previous year, with a revenue decrease of 22.4% to $52.0 million, largely due to content restrictions from its largest financial institution (FI) partner. Despite these challenges, Cardlytics maintained a positive adjusted EBITDA of $3.2 million. The company saw a 21% increase in monthly qualified users (MQUs) to 230.3 million, driven by new FI partners, although the average consumer price unit (ACPU) dropped by 31% to $0.11. Looking ahead to Q4 2025, Cardlytics expects billings between $86 million and $96 million and adjusted EBITDA ranging from $0.9 million to $7.9 million. The company highlighted its focus on diversifying its supply and increasing engagement, with strategic partnerships such as the addition of OpenTable to its Cardlytics Rewards Platform (CRP), and efforts to improve advertiser demand through pilot programs with iconic brands. Additionally, Cardlytics is undertaking cost-saving measures, including a 30% workforce reduction, expected to yield $26 million in annualized savings. The company's outlook for 2026 emphasizes solidifying its foundation and growing its commerce media platform, with an aim to return to growth and profitability by leveraging new and existing partnerships.
Expansion of CRP Partnerships
Cardlytics signed 3 new CRP partners, including OpenTable, which represents a significant growth opportunity by meeting more consumers where they are and unlocking new advertiser verticals.
UK Revenue Growth
The UK business showed a strong performance with a 22% year-over-year revenue growth, driven by higher billings and an increase in supply.
Improved Adjusted EBITDA
Despite top line challenges, Cardlytics achieved a positive adjusted EBITDA of $3.2 million, an increase of $5.0 million compared to the previous year.
High Adjusted Contribution Margin
Adjusted contribution margin reached 57.7%, the highest experienced to date, driven by a favorable partner mix and improved economics with new FI partners.
Strategic Cost Reductions
Cardlytics executed significant cost reductions, including a 30% workforce reduction, resulting in annualized cash savings of $26 million.

Cardlytics (CDLX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

CDLX Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 03, 2026
2025 (Q4)
-0.21 / -
-0.31
Nov 05, 2025
2025 (Q3)
-0.33 / -1.36
-2.953.10% (+1.54)
Aug 06, 2025
2025 (Q2)
-0.39 / -0.18
-0.09-100.00% (-0.09)
May 07, 2025
2025 (Q1)
-0.48 / -0.26
-0.5653.57% (+0.30)
Mar 12, 2025
2024 (Q4)
-0.47 / -0.31
-2.35586.84% (+2.04)
Nov 06, 2024
2024 (Q3)
-0.57 / -2.90
-0.63-360.32% (-2.27)
Aug 07, 2024
2024 (Q2)
-0.46 / -0.09
-0.6786.57% (+0.58)
May 08, 2024
2024 (Q1)
-0.43 / -0.56
0.4-240.00% (-0.96)
Mar 14, 2024
2023 (Q4)
-0.23 / -2.35
-11.3279.20% (+8.96)
Nov 08, 2023
2023 (Q3)
-0.65 / -0.63
0.19-431.58% (-0.82)
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
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%
Mar 12, 2025
$1.98$2.07+4.55%
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 Mar 03, 2026, After Close (Confirmed).
    What is Cardlytics Inc (CDLX) earnings time?
    Cardlytics Inc (CDLX) earnings time is at Mar 03, 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 2025 (Q4) is -0.21.
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis