Cardlytics Inc
NASDAQ:CDLX
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Cardlytics Inc
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Cardlytics Inc
Cardlytics, Inc. engages in the development of marketing solutions through its purchase intelligence platform. The company is headquartered in Atlanta, Georgia and currently employs 591 full-time employees. The company went IPO on 2018-02-09. The firm operates advertising platform, namely the Cardlytics platform within its own and its partners' digital channels, which include online, mobile applications, email, and various real-time notifications. The company also operates a customer data platform, namely the Bridg platform, which utilizes point-of-sale (POS) data, including product-level purchase data, to enable marketers, in a privacy-protective manner, to perform analytics and targeted loyalty marketing and also enable marketers to measure the impact of their marketing. Through the Cardlytics platform, marketers can deliver advertising content to customers in the form of an opportunity to earn rewards, which are funded with a portion of the fees, which it collect from marketers. With the Cardlytics platform, it enables marketers to reach potential customers across its network of financial institutions (FI) partners through their digital banking accounts.
Cardlytics, Inc. engages in the development of marketing solutions through its purchase intelligence platform. The company is headquartered in Atlanta, Georgia and currently employs 591 full-time employees. The company went IPO on 2018-02-09. The firm operates advertising platform, namely the Cardlytics platform within its own and its partners' digital channels, which include online, mobile applications, email, and various real-time notifications. The company also operates a customer data platform, namely the Bridg platform, which utilizes point-of-sale (POS) data, including product-level purchase data, to enable marketers, in a privacy-protective manner, to perform analytics and targeted loyalty marketing and also enable marketers to measure the impact of their marketing. Through the Cardlytics platform, marketers can deliver advertising content to customers in the form of an opportunity to earn rewards, which are funded with a portion of the fees, which it collect from marketers. With the Cardlytics platform, it enables marketers to reach potential customers across its network of financial institutions (FI) partners through their digital banking accounts.
Top-line pressure: Q4 revenue was $56.1 million, down 24.2% YoY, and FY2025 revenue was $233 million, down 16.2% YoY, driven largely by the loss of Bank of America and content restrictions from a large FI partner.
Profitability progress: Cardlytics reported positive adjusted EBITDA of $8.5 million in Q4 and annual adjusted EBITDA of $10.1 million, marking the third consecutive year of positive adjusted EBITDA.
Supply shift: Management framed the Bank of America exit as strategic (misaligned economics/tech/product direction), saying the near-term supply gap will be offset over time by onboarding new portfolios, UI improvements and new publishers.
Commercial traction: Advertiser demand remained intact in key verticals (grocery, convenience, fashion/luxury), with notable advertiser spend increases and new large wins (e.g., world's largest athletic apparel maker).
Tech modernization: Company completed platform migration (ad server, Databricks data/AI platform), reporting features delivered 20% faster and infrastructure cost reduction of 40%; AI tools deployed for engineering and support.
Bridge divestiture: Announced sale of Bridg to PAR Technology; expected close later this month and proceeds will strengthen the balance sheet and support paying down the credit facility.
Near-term outlook: Q1 2026 guide implies a steep sequential decline (billings midpoint ~$60.5M); management expects sequential recovery later in 2026 as supply stabilizes and UK growth continues.
