CDLX
Cardlytics, Inc.
Price as of Jul 20, 2026
CDLX earnings
Cardlytics, Inc. earnings
Reported EPS and revenue history, upcoming estimates and available earnings-call summaries.
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.37 | $-0.25 | +32.4% | $34M | -7.7% |
| Mar 4, 2026 | $-0.14 | $-0.15 | -11.1% | $56M | +15.2% |
| Nov 5, 2025 | $-0.07 | $-0.07 | +0.0% | $52M | -4.5% |
| Mar 12, 2025 | $-0.24 | $-0.31 | -29.2% | $74M | +20.8% |
| Mar 14, 2024 | $0.12 | $0.14 | +16.7% | $89M | -0.4% |
| May 4, 2023 | $-0.40 | $-0.25 | +37.5% | $68M | +4.4% |
| Mar 1, 2023 | $-0.53 | $-0.29 | +45.3% | $83M | -1.3% |
| Nov 1, 2022 | $-0.54 | $-0.50 | +7.4% | $73M | -1.6% |
| Aug 2, 2022 | $-0.54 | $-0.65 | -20.4% | $75M | -0.8% |
| May 2, 2022 | $-0.69 | $-0.38 | +44.9% | $68M | +5.0% |
| Mar 1, 2022 | $-0.41 | $-0.15 | +63.4% | $90M | +17.7% |
| Nov 2, 2021 | $-0.50 | $-0.33 | +34.0% | $65M | +4.7% |
Earnings call summary
Q1 FY2026 · May 7, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
2026 is a year of execution. Strategic priorities: expanding reach by deepening collaborations with bank partners and integrating new publishers, driving incremental revenue growth for advertisers via advanced capabilities, and investing in technology platform. Network and supply: supply has stabilized, existing FI partners engaging in co-developing growth opportunities, e.g., onboarding new cardholder portfolios with a large FI partner, expanding incentive programs with FI partners. Advertiser base: new enterprise advertisers value measurement, network reach, etc., UK business outstanding, US travel and hospitality sectors face budget pressure due to macro events. Technology platform: engineering efforts improving speed and efficiency, e.g., release of Insights Agent, improved campaign data sync infrastructure, standardized technology platform.
Guidance
For Q2 2026, expect billings between $61 million and $67 million, revenue between $35 million and $40 million, adjusted contribution between $20 million and $23 million, and adjusted EBITDA between negative $2.7 million and positive $1.3 million. Guidance represents quarterly sequential growth of 10%, 9%, and 9% for billings, revenue, and adjusted contribution respectively. Committed to delivering sequential growth for the remainder of 2026.
Segment performance
Q1 revenue was $34.3 million, a 39% decrease year over year. Total revenue inclusive of bridge results was $38.5 million. UK business Q1 revenue surged over 21% year over year. Q1 adjusted contribution was $19.7 million, a 28% decrease year over year. Total Q1 adjusted contribution inclusive of bridge results was $23.3 million. Adjusted contribution as a percentage of revenue reached 60.6%, the highest on record. Q1 adjusted EBITDA was positive $0.2 million, compared to negative $4.1 million in Q1 2025. Total Q1 adjusted EBITDA inclusive of bridge results was negative $2.2 million. Billings in Q1 were $58.1 million, a 37% decrease year over year. Total billings inclusive of bridge results was $62.3 million. MQUs for the quarter were $197 million. ACPU for the quarter was $0.10, down 21.3% year over year.
Risks & headwinds
Refer to the risk factor section of our 10Q for the quarter ending March 31st, 2026, which has been filed with the SEC. Specific risk factors could cause actual results to differ materially from today's discussion.
Earnings history is derived from company filings and calendar data. Call summaries are grouped by reporting period. Latest covered event: 2026-08-05.