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Mar 31, 2022

Cardlytics Q1 2022 Earnings Report

Cardlytics' Q1 2022 financial results were announced, revealing revenue above expectations and the largest Q1 ever.

Key Takeaways

Cardlytics reported a strong Q1 2022 with revenue of $67.9 million, a 28% increase year-over-year. The company achieved net income attributable to common stockholders of $33.0 million, or $0.91 per diluted share, compared to a net loss of $(24.9) million, or $(0.85) per diluted share in the first quarter of 2021.

Revenue increased by 28% year-over-year to $67.9 million.

Billings increased by 29% year-over-year to $98.2 million.

Net income attributable to common stockholders was $33.0 million, or $0.91 per diluted share.

Cardlytics MAUs increased by 6% year-over-year to 178.5 million and ARPU increased by 13% year-over-year to $0.36.

Total Revenue
$67.9M
Previous year: $53.2M
+27.6%
EPS
-$0.38
Previous year: -$0.34
+11.8%
Monthly Active Users
178.5M
Previous year: 168.6M
+5.9%
Average Revenue per User
$0.36
Previous year: $0.32
+12.5%
Gross Profit
$26.2M
Previous year: $19.5M
+34.4%
Cash and Equivalents
$208M
Previous year: $614M
-66.1%
Free Cash Flow
-$20.1M
Previous year: -$13.9M
+44.4%
Total Assets
$1.23B
Previous year: $1.02B
+20.3%

Cardlytics

Cardlytics

Forward Guidance

Cardlytics anticipates billings to be between $106.0 million and $116.0 million, revenue to be between $73.0 million and $80.0 million, and adjusted contribution to be between $36.5 million and $40.5 million for the second quarter of 2022.