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Mar 31, 2020

Cardlytics Q1 2020 Earnings Report

Cardlytics reported solid first quarter results, with revenue increasing by 26% year-over-year.

Key Takeaways

Cardlytics announced financial results for the first quarter ended March 31, 2020. Revenue was $45.5 million, an increase of 26% year-over-year. FI MAUs were 140.8 million, an increase of 30%, and ARPU was $0.32, a decrease of (3)%.

Revenue was $45.5 million, an increase of 26% year-over-year.

Billings was $67.8 million, an increase of 16% year-over-year.

Gross profit was $16.0 million, an increase of 16% year-over-year.

FI MAUs were 140.8 million, an increase of 30% year-over-year.

Total Revenue
$45.5M
Previous year: $36M
+26.5%
EPS
-$0.26
Previous year: -$0.23
+13.0%
Monthly Active Users
140.8M
Previous year: 108.5M
+29.8%
Average Revenue per User
$0.32
Previous year: $0.33
-3.0%
Gross Profit
$16M
Cash and Equivalents
$102M
Total Assets
$206M

Cardlytics

Cardlytics

Forward Guidance

The company is comfortable that its current capitalization and liquidity will provide the financial flexibility to weather the economic downturn triggered by COVID-19 and continue with some prudent, strategic investments.