Q1 2025 Cardlytics Inc Earnings Call Transcript

May 7, 2025 / 09:00 PM GMT

Release Date Price: $21.6 (+0.47%)

Transcript 10-Q8-K

Key Points

Positve

Cardlytics Inc (CDLX) reported strong consumer spending data, with growth in categories like auto, home improvement, e-commerce, and apparel.
The company successfully launched with a new large financial institution (FI) partner, which is now one of their top five banks in terms of billing's run rate.
Cardlytics Inc (CDLX) expanded its network beyond financial institutions by signing its first non-FI partner agreement with a leading digital sports platform.
The company has improved its tech stack, allowing for quicker onboarding of new partners, reducing integration time significantly.
Cardlytics Inc (CDLX) introduced new metrics, Monthly Qualified Users (MQUs) and Adjusted Contribution per MQU (ACPU), to better reflect their business performance.

Negative

Total billings decreased by 7.3% year-over-year, and revenue decreased by 8.4%, driven by lower top-line billings and a category mix of advertisers.
The travel category saw a decline due to shrinking budgets from key accounts.
Adjusted EBITDA was negative $4.4 million, a decline of $4.6 million compared to the previous year.
The company announced a 15% reduction in its workforce to manage costs, which may impact employee morale and productivity.
There is ongoing macroeconomic uncertainty, leading advertisers to be cautious with their budgets, impacting Cardlytics Inc (CDLX)'s revenue potential.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CDLX.OQ - Cardlytics Inc
Q1 2025 Cardlytics Inc Earnings Call
May 07, 2025 / 09:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, Thank you for standing by and welcome to the Cariolytics in 1 2025 earnings conference call. At this time, all participants line are in a listen-only mode. Following the presentation, we will conduct a question and answer session.

If you wish to ask a question during that time, please press star and 1 on your telephone keypad. If at any time during the call you require immediate assistance, please press 0 for the operator.

This call is being recorded on Wednesday, May 7, 2025.

Now I would like to turn the call over to Nick Linton, Chief Legal and Privacy officer. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.