earnings
confidence high
sentiment positive
materiality 0.75
Cardlytics Q4 revenue $89.2M (+8.1% YoY); first full-year positive Adjusted EBITDA since 2019
Cardlytics, Inc.
- Q4 revenue $89.2M (+8.1% YoY); full-year revenue $309.2M (+3.6% YoY).
- Q4 Adjusted EBITDA $10.0M vs ($6.1M) YoY; full-year Adj EBITDA $3.8M vs ($45.2M), first positive since 2019.
- Net loss narrowed: Q4 ($100.8M) vs ($378.3M); FY ($134.7M) vs ($465.3M).
- Q1 2024 guidance: billings $105-109M, revenue $70-73M, Adj EBITDA ($1M)-$1M.
- Monthly active users 168.0M in Q4, +7.1% YoY; full-year ARPU $1.91, -1.3%.