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Cardlytics Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | -$3.70 |
| EPS actual | -$0.80 |
| EPS Surprise | 78.38% |
| Revenue estimate | 37.2M |
| Revenue actual | 34.319M |
| Revenue Surprise | -7.74% |
| Release date | Mar 04, 2026 |
| EPS estimate | -$0.207 |
| EPS actual | -$0.150 |
| EPS Surprise | 27.42% |
| Revenue estimate | 54.456M |
| Revenue actual | 56.095M |
| Revenue Surprise | 3.01% |
| Release date | Nov 05, 2025 |
| EPS estimate | -$0.327 |
| EPS actual | -$1.36 |
| EPS Surprise | -316.32% |
| Revenue estimate | 54.54M |
| Revenue actual | 52.031M |
| Revenue Surprise | -4.60% |
| Release date | Aug 06, 2025 |
| EPS estimate | -$0.390 |
| EPS actual | -$0.130 |
| EPS Surprise | 66.67% |
| Revenue estimate | 64.016M |
| Revenue actual | 63.249M |
| Revenue Surprise | -1.20% |
Last 4 Quarters for Cardlytics
Below you can see how CDLX performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $17.60 |
| EPS estimate | -$0.390 |
| EPS actual | -$0.130 |
| EPS surprise | 66.67% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $20.40 |
| Aug 01, 2025 | $18.80 |
| Aug 04, 2025 | $19.60 |
| Aug 05, 2025 | $18.40 |
| Aug 06, 2025 | $17.60 |
| Aug 07, 2025 | $13.00 |
| Aug 08, 2025 | $11.80 |
| Aug 11, 2025 | $11.00 |
| Aug 12, 2025 | $12.50 |
| 4 days before | -13.73% |
| 4 days after | -28.98% |
| On release day | -26.14% |
| Change in period | -38.73% |
| Release date | Nov 05, 2025 |
| Price on release | $17.60 |
| EPS estimate | -$0.327 |
| EPS actual | -$1.36 |
| EPS surprise | -316.32% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $19.00 |
| Oct 31, 2025 | $19.40 |
| Nov 03, 2025 | $19.00 |
| Nov 04, 2025 | $17.35 |
| Nov 05, 2025 | $17.60 |
| Nov 06, 2025 | $12.60 |
| Nov 07, 2025 | $14.10 |
| Nov 10, 2025 | $14.30 |
| Nov 11, 2025 | $14.70 |
| 4 days before | -7.37% |
| 4 days after | -16.48% |
| On release day | -28.41% |
| Change in period | -22.63% |
| Release date | Mar 04, 2026 |
| Price on release | $9.00 |
| EPS estimate | -$0.207 |
| EPS actual | -$0.150 |
| EPS surprise | 27.42% |
| Date | Price |
|---|---|
| Feb 26, 2026 | $8.81 |
| Feb 27, 2026 | $8.64 |
| Mar 02, 2026 | $8.28 |
| Mar 03, 2026 | $8.29 |
| Mar 04, 2026 | $9.00 |
| Mar 05, 2026 | $8.16 |
| Mar 06, 2026 | $7.80 |
| Mar 09, 2026 | $7.38 |
| Mar 10, 2026 | $7.04 |
| 4 days before | 2.11% |
| 4 days after | -21.80% |
| On release day | -9.36% |
| Change in period | -20.15% |
| Release date | May 07, 2026 |
| Price on release | $7.82 |
| EPS estimate | -$3.70 |
| EPS actual | -$0.80 |
| EPS surprise | 78.38% |
| Date | Price |
|---|---|
| May 01, 2026 | $9.15 |
| May 04, 2026 | $8.80 |
| May 05, 2026 | $8.39 |
| May 06, 2026 | $7.95 |
| May 07, 2026 | $7.82 |
| May 08, 2026 | $6.40 |
| May 11, 2026 | $6.51 |
| May 12, 2026 | $6.75 |
| May 13, 2026 | $6.65 |
| 4 days before | -14.50% |
| 4 days after | -14.95% |
| On release day | -18.15% |
| Change in period | -27.28% |
Cardlytics Earnings Call Transcript Summary of Q1 2026
Cardlytics reported Q1 2026 results showing progress toward its 2026 execution plan: supply has stabilized, U.K. revenue grew >21% YoY, and product/AI investments are beginning to show measurable impact. Key financials (continuing operations, excluding Bridg): billings $58.1M (-37% YoY), revenue $34.3M (-39% YoY), adjusted contribution $19.7M (-28% YoY), adjusted EBITDA +$0.2M (vs. -$4.1M prior year). Company emphasized sequential growth and a path to self-sustainability, guiding Q2 (ex-Bridg) to billings $61–67M, revenue $35–40M, adjusted contribution $20–23M, and adjusted EBITDA between -$2.7M and $1.3M (implying ~9–10% sequential growth targets). Operationally, Cardlytics highlighted new advertiser momentum (telecom, gas, convenience, discount grocer renewals), growth in activations via promotional programs (e.g., Double Days drove 0.25M new activators), three live CRP partners with month-over-month supply growth, and expanded measurement partnerships. Cost actions and cloud optimizations drove a 38% reduction in adjusted operating expenses and improved cash flow (Q1 operating cash flow -$5.6M; free cash flow -$7.9M). Balance sheet actions post-quarter: liquidation of PAR shares from the Bridg sale to pay down the credit facility and improve liquidity. Risks called out include the loss of Bank of America (MQUs $197M for the quarter) and continued budget pressure in travel/hospitality, which could delay advertiser spend.
