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Sep 30, 2021

Cardlytics Q3 2021 Earnings Report

Cardlytics' Q3 2021 financial results were announced, showing revenue above guidance and continued progress on product and technology initiatives.

Key Takeaways

Cardlytics reported a solid third quarter in 2021 with revenue of $65.0 million, a 41% increase year-over-year, and billings of $98.4 million, a 59% increase year-over-year. The company's key metrics, including MAUs and ARPU, also saw growth, and Bridg ARR reached $12.7 million.

Revenue increased by 41% year-over-year to $65.0 million.

Billings increased by 59% year-over-year to $98.4 million.

Gross profit increased by 68% year-over-year to $24.5 million.

Cardlytics MAUs increased by 6% year-over-year to 170.6 million, and ARPU increased by 24% year-over-year to $0.36.

Total Revenue
$65M
Previous year: $46.1M
+41.0%
EPS
-$0.33
Previous year: -$0.16
+106.3%
Monthly Active Users
170.6M
Previous year: 161.6M
+5.6%
Average Revenue per User
$0.36
Previous year: $0.29
+24.1%
Gross Profit
$24.5M
Previous year: $14.6M
+67.8%
Cash and Equivalents
$237M
Previous year: $288M
-17.5%
Free Cash Flow
-$10.8M
Previous year: -$7.04M
+53.7%
Total Assets
$1.22B
Previous year: $389M
+214.5%

Cardlytics

Cardlytics

Forward Guidance

Cardlytics anticipates for Q4 2021 billings to be in the range of $105.0 - $120.0 million and revenue to be in the range of $70.0 - $80.0 million.