earnings
confidence high
sentiment negative
materiality 0.70
Cardlytics Q4 revenue $56.1M (-24% YoY), losses narrow; Q1 guidance weak
Cardlytics, Inc.
- Q4 revenue $56.1M, down 24.2% YoY; billings $94.1M, down 19%.
- Net loss narrowed to $8.3M from $15.6M; adjusted EBITDA $8.5M vs $6.4M.
- Full year 2025 revenue $233.3M, down 16.2%; net loss $103.5M vs $189.3M.
- MQUs rose 18.4% to 227M; ACPU fell 35% to $0.12.
- Q1 2026 guidance: revenue $35-40M (down ~35-43% YoY), adjusted EBITDA negative $3.5-7.5M.