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Sep 30, 2023

Cardlytics Q3 2023 Earnings Report

Cardlytics' financial performance improved, marked by revenue growth and increased profitability.

Key Takeaways

Cardlytics reported a 9% year-over-year increase in revenue, reaching $79.0 million for the third quarter of 2023. The company also saw a significant improvement in gross profit, which increased by 38% compared to the same period last year. Additionally, Cardlytics reported a net loss attributable to common stockholders of $(24.0) million, or $(0.63) per diluted share, and a non-GAAP net loss was $0.3 million, or $0.01 per diluted share.

Revenue increased by 9% year-over-year to $79.0 million.

Gross profit increased by 38% year-over-year to $35.8 million.

Cardlytics MAUs increased by 4% year-over-year to 162.5 million.

Cardlytics ARPU increased to $0.49 compared to $0.47 in the third quarter of 2022.

Total Revenue
$79M
Previous year: $72.7M
+8.7%
EPS
-$0.01
Previous year: -$0.5
-98.0%
Monthly Active Users
162.5M
Previous year: 184.7M
-12.0%
Average Revenue per User
$0.49
Previous year: $0.36
+36.1%
Gross Profit
$35.8M
Previous year: $26M
+37.8%
Cash and Equivalents
$90.1M
Previous year: $139M
-35.0%
Free Cash Flow
$1.14M
Previous year: -$14.6M
-107.8%
Total Assets
$635M
Previous year: $1.07B
-40.5%

Cardlytics

Cardlytics

Forward Guidance

Cardlytics anticipates billings to be between $122.0 - $133.0 million, revenue between $82.0 - $90.0 million, adjusted contribution between $44.0 - $50.0 million and adjusted EBITDA between $4.0 - $8.0 million for Q4 2023.