While there were notable achievements such as increased bank partner engagement, strong growth in the U.K., and positive developments in Rippl, significant challenges arose due to unexpected content restrictions by the largest FI partner, leading to a projected decrease in Q3 billings. The overall sentiment is balanced with both promising opportunities and substantial challenges.

Company Guidance -

Q3 2025

In the recent earnings call for Cardlytics, guidance for the third quarter of 2025 includes expectations of billings between $87 million and $95 million, and revenue between $52.2 million and $58.2 million. The company anticipates an adjusted contribution ranging from $30.3 million to $34.3 million and adjusted EBITDA between negative $2.3 million and positive $2.7 million. This outlook reflects the impact of content restrictions imposed by a significant financial institution (FI) partner, which has limited certain content on its channels starting July 1. Despite the reduction in supply from this partner, Cardlytics is focusing on shifting volume to other channels and expects to maintain a high adjusted contribution margin. The company is also managing expenses prudently, expecting operating expenses to remain at or below $33 million per quarter for the remainder of the year.

Significant Increase in Bank Partner Engagement

A top 5 bank partner saw a 92% increase in activations and a 48% increase in redemptions year-over-year due to increased marketing and merchandising activities around cashback offers.

Strong Growth in the U.K. Market

The U.K. business achieved the highest billings quarter in history with 29% revenue growth, driven by strong performance in everyday spend, subscription services, and retail.

Successful Integration of Engagement-Based Pricing

Engagement-based pricing now implemented for 79% of advertisers, with 96% of new business running on this model in Q2, helping compress sales cycles and align with brand measurement models.

Positive Developments in Rippl Platform

Rippl saw over a 100% increase in revenue quarter-over-quarter, with significant partnership expansion including Hy-Vee's RedMedia, leading to over 140 million unique shopper profiles.

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

Daily Earnings Calendar >

CDLX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.34 / -	-2.9	―	―	―
Aug 06, 2025	2025 (Q2)	-0.39 / -0.18	-0.09	-100.00% (-0.09)	―
May 07, 2025	2025 (Q1)	-0.48 / -0.26	-0.56	53.57% (+0.30)	―
Mar 12, 2025	2024 (Q4)	-0.47 / -0.31	-2.355	86.84% (+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	-0.67	86.57% (+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	-11.32	79.20% (+8.96)
Nov 08, 2023	2023 (Q3)	-0.65 / -0.63	0.19	-431.58% (-0.82)
Aug 01, 2023	2023 (Q2)	-0.73 / -0.67	-3.75	82.13% (+3.08)

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
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%
Nov 06, 2024	$5.21	$4.07	-21.88%

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 Nov 05, 2025, After Close (Confirmed).

What is Cardlytics Inc (CDLX) earnings time?

Cardlytics Inc (CDLX) earnings time is at Nov 05, 2025, 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 (Q3) is -0.34.

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