Cardlytics Inc (CDLX)
NASDAQ:CDLX
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.23Last Year’s EPS
-0.18Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: strong execution on cost reductions, margin expansion (60.6% adjusted contribution margin), positive adjusted EBITDA on a continued-operations basis, improved cash-flow trends, robust U.K. growth (+21% YoY) and product/AI progress. However, these operational improvements were offset by significant year-over-year declines in core scale metrics (billings -37%, revenue -39%), a 21.3% drop in ACPU, and the material impact of losing Bank of America as a partner. Management provided sequential-growth guidance for Q2, indicating confidence in recovery, but near-term top-line weakness remains notable.Company Guidance
Supply Stabilization and FI Engagement
Supply has stabilized with many existing financial-institution partners actively engaging; new cardholder portfolios to be onboarded later this year and incentive programs (e.g., Double Days) drove 0.25 million new activators.
U.K. Revenue Growth and Market Penetration
U.K. revenue surged over 21% year-over-year in Q1, with omnichannel strength across restaurant and retail sectors and the company served all of the U.K.'s largest grocers during the quarter.
Improved Profitability Metrics and Expense Reduction
Q1 adjusted contribution margin expanded to 60.6% (highest on record). Adjusted operating expenses decreased 38% year-over-year to $19.5 million, and Q1 adjusted EBITDA turned positive at $0.2 million versus negative $4.1 million in Q1 2025.
Sequential Growth Guidance for Q2
Q2 guidance implies sequential growth of ~10% billings and ~9% revenue and adjusted contribution versus adjusted Q1 (ex-Bridg) with guidance ranges: billings $61M–$67M, revenue $35M–$40M, adjusted contribution $20M–$23M, and adjusted EBITDA between -$2.7M and $1.3M.
Cash Flow and Balance Sheet Improvements
Operating cash flow and free cash flow improved year-over-year (operating cash flow -$5.6M vs -$6.7M; free cash flow -$7.9M vs -$10.8M, an improvement of $2.9M). Ended Q1 with $35.7M cash; PAR shares from Bridg sale were liquidated to reduce credit facility debt and improve liquidity.
Technology and AI Investments Delivering Impact
2025 investments in data and AI are yielding results: new Insights agent for weekly advertiser reports, campaign data sync reducing data-sharing time from days to minutes, and a unified AI-assisted development environment to boost engineering productivity.
New Business Momentum and Advertiser Wins
Pipeline growth from new enterprise advertisers; strong Q1 performance in telecom, gas, and convenience verticals. A fast-growing discount grocer is renewing in Q2 and is on track to become a top-10 advertiser for the year.
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 |
|---|---|---|---|
May 07, 2026 | $0.78 | $0.64 | -18.05% |
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% |
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 Aug 04, 2026, After Close (Confirmed).
What is Cardlytics Inc (CDLX) earnings time?
Cardlytics Inc (CDLX) earnings time is at Aug 04, 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 (Q2) is -0.23.