earnings
confidence high
sentiment negative
materiality 0.70
Cardlytics Q3 revenue $52M (-22% YoY); net loss $72.7M, adj EBITDA positive $3.2M
Cardlytics, Inc.
2025-Q3 EPS
reported -$1.81
vs consensus -$0.15
▼ miss
(-1083.0%)
- Revenue $52.0M, down 22% YoY; net loss $72.7M ($1.36/share) improved from $145.2M loss in Q3 2024.
- Adjusted EBITDA $3.2M vs $(1.8)M in Q3 2024; Adjusted Contribution $30.0M (down 17% YoY).
- MQUs 230.3M (+21% YoY) but ACPU fell to $0.11 from $0.16.
- Q4 guidance: Billings $86M-$96M, Revenue $51.1M-$59.1M, Adj EBITDA $0.9M-$7.9M.
- CEO Amit Gupta cites 'decisive action to reset business' and return to growth.