Cardlytics Inc (CDLX)
NASDAQCommunication ServicesAdvertising AgenciesSnapshot 2026-11-05
$2.190.00%
Close 2026-11-05 · 1-day change
NASDAQCommunication ServicesAdvertising AgenciesSnapshot 2026-11-05
QuarterlyIQ Insights · CDLX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
"We are running a leaner business, with lower costs, and a higher contribution margin,” said David Evans, CFO of Cardlytics.
Stated in 3 of 3 supplied quarters. Management reported: “"We are running a leaner business, with lower costs, and a higher contribution margin,” said David Evans, CFO of Cardlytics.” “• Adjusted EBITDA, a non-GAAP metric, was $0.4 million compared to $3.3 million in the third quarter of 2025.”
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 3 of the last 3 quarter-over-quarter moves. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 52% for the rest of the cohort, n=2532).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“"We are running a leaner business, with lower costs, and a higher contribution margin,” said David Evans, CFO of Cardlytics.”
“We were within our guidance across all key metrics, with margins improving every single month of the quarter,” said Amit Gupta, CEO of Cardlytics.”
“By exceeding the midpoint of our guidance range across all key metrics, we have demonstrated that our leaner, more disciplined operating model is delivering real results," said Amit Gupta, CEO of Car…”
“We expect sequential growth in the fourth quarter as we work toward self-sustainability."
Stated in 3 of 3 supplied quarters. Management reported: ““We expect sequential growth in the fourth quarter as we work toward self-sustainability."” “Third Quarter 2026 Financial Results • Revenue was $32.9 million, a decrease of 30% year-over-year compared to $47.0 million in the third quarter of 2025.”
““We expect sequential growth in the fourth quarter as we work toward self-sustainability."”
“"We continue to execute against our game plan for sequential growth and self-sustainability,” said David Evans, CFO of Cardlytics.”
“"We continue to execute against our game plan for achieving sequential growth and self sustainability throughout 2026,” said David Evans, CFO of Cardlytics.”
• Free Cash Flow, a non-GAAP metric, was $(1.6) million, compared to $(2.7) million in the third quarter of 2025.
Stated in 3 of 3 supplied quarters. Management reported: “• Net cash (used in) provided by operating activities was $(5.9) million, compared to $1.8 million in the third quarter of 2025.” “• Free Cash Flow, a non-GAAP metric, was $(1.6) million, compared to $(2.7) million in the third quarter of 2025.”
“• Free Cash Flow, a non-GAAP metric, was $(1.6) million, compared to $(2.7) million in the third quarter of 2025.”
“• Free Cash Flow, a non-GAAP metric, was $(10.7) million, compared to $(3.4) million in the second quarter of 2025.”
“• Free Cash Flow, a non-GAAP metric, was $(7.9) million, compared to $(10.8) million in the first quarter of 2025.”
Focus on leveraging purchase intelligence platform to add advertiser relationships and deepen financial institution partnerships.
Implement 1-for-10 reverse stock split and comply with Nasdaq minimum bid price rules to maintain listing.
Over the trailing year it converted 0.19x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
15 material management or governance events in the past 24 months, led by M&A activity. Historically, Communication Services names rated neutral grew net income 52% of the time over the next year (vs 53% for the rest of the cohort, n=2398).
Not investment advice. As of 2026-11-05.