earnings
confidence high
sentiment negative
materiality 0.70
Cardlytics Q4 revenue down 17% YoY to $74.0M; guides Q1 2025 EBITDA loss
Cardlytics, Inc.
- Q4 total revenue $74.0M, down 17% YoY; net loss $15.6M ($0.31 loss/share) vs $100.8M loss in Q4 2023.
- Full year 2024 revenue $278.3M (-10% YoY); net loss $189.3M ($3.91 loss/share) vs $134.7M loss in 2023.
- Q4 adjusted EBITDA $6.4M, down from $10.0M YoY; full year adjusted EBITDA $2.5M vs $3.8M in 2023.
- Q1 2025 guidance: revenue $57-60M, adjusted EBITDA loss $4.0-7.5M, reflecting continued headwinds.
- CEO cites 2024 as challenging year; MAUs down 0.4% QoQ to 167.3M, ARPU fell 16.7% to $0.44.