Sees Q1 Adjusted EBITDA of -$7.5M to -$3.5M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2026
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Should l Buy CDLX?
Sees Q1 adjusted EBITDA ($7.5M)-($3.5M)
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Analyst Views on CDLX
Wall Street analysts forecast CDLX stock price to rise
4 Analyst Rating
0 Buy
3 Hold
1 Sell
Hold
Current: 0.703
Low
1.50
Averages
1.63
High
2.00
Current: 0.703
Low
1.50
Averages
1.63
High
2.00
About CDLX
Cardlytics, Inc. is a provider of a digital advertising platform. Through the Cardlytics platform, its financial media network, marketers deliver advertising content to customers that allows them to earn rewards, which are funded with a portion of the fees it collects from marketers. It maintains the Cardlytics platform in both the United States and the United Kingdom. Cardlytics platform helps marketers find new customers that are active in their category but not shopping with them, or to grow their business with existing customers. Cardlytics platform provides its marketers with a scalable solution for driving customer loyalty and engagement, whereby Cardlytics handles everything from contracting with marketers and creating, managing and reporting the performance of their campaigns to attributing incentives to each of its partners customers. The Bridg platform is a customer data platform that utilizes POS data from its merchant data partners, including product-level purchase data.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Cardlytics Q4 Earnings Exceed Expectations
- Earnings Beat: Cardlytics reported a Q4 non-GAAP EPS of $0.03, surpassing expectations by $0.10, indicating an improvement in profitability despite a decline in overall revenue.
- Revenue and Billings Decline: Q4 revenue was $56.1M, down 24.2% year-over-year but still exceeding expectations by $1.64M, showcasing the company's resilience amid market challenges, although total annual revenue fell 16.2% to $233.3M.
- Cash Flow Improvement: Net cash provided by operating activities in Q4 was $13.0M, an increase of $10.0M compared to the same period last year, demonstrating significant improvement in cash management that supports future investments and operations.
- User Growth vs. Revenue Decline: Despite achieving 227.0 million MQUs in Q4, an 18.4% increase year-over-year, the average revenue per user (ACPU) fell 35.0% to $0.12, reflecting challenges in balancing user growth with revenue quality.
See More
Cardlytics Set to Announce Earnings on March 4th
- Earnings Announcement: Cardlytics is set to announce its earnings on March 4th after market close, with a consensus EPS estimate of -$0.07, reflecting a 66.7% year-over-year improvement, indicating potential for enhanced profitability.
- Historical Performance: Over the past two years, Cardlytics has beaten EPS estimates 88% of the time, although it has only surpassed revenue estimates 38% of the time, suggesting strong stability in earnings but challenges in revenue growth.
- Estimate Revision Trends: In the last three months, EPS estimates saw one upward revision with no downward adjustments, while revenue estimates experienced one downward revision without any upward changes, indicating market caution regarding future revenue growth.
- Executive Appointment: Cardlytics recently appointed David Evans as CFO, which may bring new financial strategies and management direction, potentially driving further business development.
See More
Cardlytics Announces Q4 and Full Year 2025 Financial Results Release Date
- Earnings Release Schedule: Cardlytics has announced that it will release its financial results for Q4 and the full year 2025 on March 4, 2026, after market close, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: Following the earnings release, Cardlytics will hold a conference call at 5:00 PM Eastern Time on March 4, providing a live audio webcast for investors to access the latest information.
- Participation Information: Investors can participate in the call by dialing +1 800-549-8228 and using Conference ID 74668, ensuring broad investor engagement and interaction.
- Company Overview: Cardlytics is a commerce media platform leveraging first-party purchase data to enhance customer loyalty for advertisers and publishers, covering approximately half of card-based transactions in the U.S., highlighting its significant market position.
See More
PAR Technology to Acquire Bridg for $27.5 Million
- Acquisition Overview: PAR Technology has agreed to acquire the identity resolution and shopper intelligence platform Bridg from Cardlytics for $27.5 million, with a maximum total purchase price of $30 million, indicating the company's strategic expansion into smart data.
- Payment Method: The transaction will be paid in shares of PAR Technology common stock, reflecting the company's confidence in its stock value while potentially impacting its shareholder structure and market performance.
- Liability Assumption: PAR Technology will assume certain liabilities associated with the acquired assets, which may affect the company's financial status in the short term but is expected to enhance resource integration and market competitiveness in the long run.
- Expected Closing Timeline: The transaction is anticipated to close in the first quarter of 2026, subject to customary closing conditions, providing PAR Technology with a window to optimize integration plans and ensure a smooth transition.
See More
PAR Technology Acquires Bridg to Accelerate Data Innovation
- Acquisition Overview: PAR Technology has agreed to acquire Bridg for $27.5 million, with a maximum total purchase price of $30 million, expected to close in Q1 2026, enhancing PAR's capabilities in consumer data and loyalty management.
- Identity Resolution Platform Benefits: Bridg's platform will enable PAR to convert anonymous transactions into identifiable customer profiles, significantly improving customer engagement accuracy and providing a competitive edge in the retail and foodservice sectors.
- Market Impact and Strategic Significance: By integrating loyalty and non-loyalty transaction data, PAR will achieve comprehensive customer visibility, facilitating personalized marketing and closed-loop attribution models that enhance brand responsiveness in the market.
- CEO Outlook: PAR CEO Savneet Singh stated that this acquisition will propel the company towards delivering the industry's most complete platform, aiming to redefine customer interactions through seamless data connectivity and drive stronger profitable growth in an increasingly competitive marketplace.
See More
Cardlytics Appoints David Evans as CFO Effective January 12, 2026
- Executive Return: David Evans is set to return as Chief Financial Officer of Cardlytics on January 12, 2026, having previously held multiple executive roles from 2014 to 2020, during which he played a crucial role in guiding the company through its successful IPO, showcasing his deep expertise in financial management and strategic growth.
- Leadership Advantage: Evans brings extensive experience from the software and technology sectors, particularly in his current role as Board Chair at Neighborly Software, which will provide robust support for Cardlytics' finance, accounting, and investor relations functions, aiding the company in achieving its long-term growth vision.
- Smooth Transition: His appointment follows the announcement that current CFO Alexis DeSieno will step down on March 6, 2026, while continuing in an advisory capacity to ensure business continuity and a seamless transition, reflecting the company's commitment to leadership stability.
- Strategic Development: Cardlytics CEO Amit Gupta emphasized that Evans' return is significant at this critical stage of the company's turnaround, with expectations that his deep industry understanding and leadership capabilities will drive long-term value creation for shareholders.
See More
Cardlytics Q4 Earnings Exceed Expectations
- Earnings Beat: Cardlytics reported a Q4 non-GAAP EPS of $0.03, surpassing expectations by $0.10, indicating an improvement in profitability despite a decline in overall revenue.
- Revenue and Billings Decline: Q4 revenue was $56.1M, down 24.2% year-over-year but still exceeding expectations by $1.64M, showcasing the company's resilience amid market challenges, although total annual revenue fell 16.2% to $233.3M.
- Cash Flow Improvement: Net cash provided by operating activities in Q4 was $13.0M, an increase of $10.0M compared to the same period last year, demonstrating significant improvement in cash management that supports future investments and operations.
- User Growth vs. Revenue Decline: Despite achieving 227.0 million MQUs in Q4, an 18.4% increase year-over-year, the average revenue per user (ACPU) fell 35.0% to $0.12, reflecting challenges in balancing user growth with revenue quality.
See More
Cardlytics Set to Announce Earnings on March 4th
- Earnings Announcement: Cardlytics is set to announce its earnings on March 4th after market close, with a consensus EPS estimate of -$0.07, reflecting a 66.7% year-over-year improvement, indicating potential for enhanced profitability.
- Historical Performance: Over the past two years, Cardlytics has beaten EPS estimates 88% of the time, although it has only surpassed revenue estimates 38% of the time, suggesting strong stability in earnings but challenges in revenue growth.
- Estimate Revision Trends: In the last three months, EPS estimates saw one upward revision with no downward adjustments, while revenue estimates experienced one downward revision without any upward changes, indicating market caution regarding future revenue growth.
- Executive Appointment: Cardlytics recently appointed David Evans as CFO, which may bring new financial strategies and management direction, potentially driving further business development.
See More
Cardlytics Announces Q4 and Full Year 2025 Financial Results Release Date
- Earnings Release Schedule: Cardlytics has announced that it will release its financial results for Q4 and the full year 2025 on March 4, 2026, after market close, reflecting the company's commitment to transparency and investor communication.
- Conference Call Details: Following the earnings release, Cardlytics will hold a conference call at 5:00 PM Eastern Time on March 4, providing a live audio webcast for investors to access the latest information.
- Participation Information: Investors can participate in the call by dialing +1 800-549-8228 and using Conference ID 74668, ensuring broad investor engagement and interaction.
- Company Overview: Cardlytics is a commerce media platform leveraging first-party purchase data to enhance customer loyalty for advertisers and publishers, covering approximately half of card-based transactions in the U.S., highlighting its significant market position.
See More
PAR Technology to Acquire Bridg for $27.5 Million
- Acquisition Overview: PAR Technology has agreed to acquire the identity resolution and shopper intelligence platform Bridg from Cardlytics for $27.5 million, with a maximum total purchase price of $30 million, indicating the company's strategic expansion into smart data.
- Payment Method: The transaction will be paid in shares of PAR Technology common stock, reflecting the company's confidence in its stock value while potentially impacting its shareholder structure and market performance.
- Liability Assumption: PAR Technology will assume certain liabilities associated with the acquired assets, which may affect the company's financial status in the short term but is expected to enhance resource integration and market competitiveness in the long run.
- Expected Closing Timeline: The transaction is anticipated to close in the first quarter of 2026, subject to customary closing conditions, providing PAR Technology with a window to optimize integration plans and ensure a smooth transition.
See More
PAR Technology Acquires Bridg to Accelerate Data Innovation
- Acquisition Overview: PAR Technology has agreed to acquire Bridg for $27.5 million, with a maximum total purchase price of $30 million, expected to close in Q1 2026, enhancing PAR's capabilities in consumer data and loyalty management.
- Identity Resolution Platform Benefits: Bridg's platform will enable PAR to convert anonymous transactions into identifiable customer profiles, significantly improving customer engagement accuracy and providing a competitive edge in the retail and foodservice sectors.
- Market Impact and Strategic Significance: By integrating loyalty and non-loyalty transaction data, PAR will achieve comprehensive customer visibility, facilitating personalized marketing and closed-loop attribution models that enhance brand responsiveness in the market.
- CEO Outlook: PAR CEO Savneet Singh stated that this acquisition will propel the company towards delivering the industry's most complete platform, aiming to redefine customer interactions through seamless data connectivity and drive stronger profitable growth in an increasingly competitive marketplace.
See More
Cardlytics Appoints David Evans as CFO Effective January 12, 2026
- Executive Return: David Evans is set to return as Chief Financial Officer of Cardlytics on January 12, 2026, having previously held multiple executive roles from 2014 to 2020, during which he played a crucial role in guiding the company through its successful IPO, showcasing his deep expertise in financial management and strategic growth.
- Leadership Advantage: Evans brings extensive experience from the software and technology sectors, particularly in his current role as Board Chair at Neighborly Software, which will provide robust support for Cardlytics' finance, accounting, and investor relations functions, aiding the company in achieving its long-term growth vision.
- Smooth Transition: His appointment follows the announcement that current CFO Alexis DeSieno will step down on March 6, 2026, while continuing in an advisory capacity to ensure business continuity and a seamless transition, reflecting the company's commitment to leadership stability.
- Strategic Development: Cardlytics CEO Amit Gupta emphasized that Evans' return is significant at this critical stage of the company's turnaround, with expectations that his deep industry understanding and leadership capabilities will drive long-term value creation for shareholders.
See More
