Cardlytics beats Q4 expectations, shares rise slightly

Published 12/03/2025, 21:28
© Reuters.

ATLANTA - Cardlytics, Inc. (NASDAQ:CDLX) reported fourth-quarter earnings that surpassed analyst expectations, despite facing challenges throughout 2024. The company’s stock rose 1.5% following the announcement.

The advertising platform provider posted adjusted earnings per share of $0.00 for the fourth quarter, beating the analyst estimate of -$0.47. Revenue came in at $74 million, exceeding the consensus estimate of $64.29 million. However, this represents a 17% decrease compared to $89.2 million in the same quarter last year.

Cardlytics’ total billings, a key metric for the company, fell 11.9% YoY to $116.3 million. The company’s monthly active users (MAUs) decreased slightly by 0.4% to 167.3 million in Q4.

CEO Amit Gupta acknowledged the challenges faced in 2024 but expressed optimism for the future, stating, "We remain grounded in our vision for long-term and sustainable growth. We are focused on strengthening our competitive moat through our efforts to modernize our platform, enhance our product and tech capabilities, and expand our network of partners and advertisers."

Looking ahead, Cardlytics provided guidance for the first quarter of 2025, projecting revenue between $57 million and $60 million. This outlook falls short of the analyst consensus of $61.25 million.

CFO Alexis DeSieno emphasized the company’s focus on financial improvement, saying, "In 2025, we are focused on delivering sequential improvements and positive Adjusted EBITDA. We remain confident in our ability to invest in our business while also satisfying all of our financial obligations."

Despite the challenges, Cardlytics’ full-year 2024 results showed some resilience, with total revenue of $278.3 million, down 10% YoY, and MAUs increasing by 3% to 166.9 million compared to 2023.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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