NASDAQ$CDLX

Cardlytics Inc · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Cardlytics reported Q4 2024 revenue of $74.0M, a net loss of $15.6M, diluted EPS of $-0.31.

For Q4 2024, Cardlytics reported Revenue was $74.0M, net loss was $15.6M, diluted EPS was $-0.31. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $74.0M for Q4 2024.
  • Net loss $15.6M.
  • Diluted EPS $-0.31.

Headline financials

Total Revenue

$74M

Previous: $89.2M-17.0%
EPS (adj)

-$0.31

Previous: $0.14-321.4%
Billings

$116M

No prior period
Adjusted Contribution

$40.7M

No prior period
Adjusted EBITDA

$6.4M

No prior period
MQUs

191.7M

No prior period
ACPU

$0.18

No prior period
Capital Expenditures

-$4.44M

Previous: -$3.7M-20.0%
Net Income

-$15.6M

Previous: -$101M+84.5%
Operating Income

-$8.32M

Previous: -$103M+91.9%
Gross Profit

$32.7M

Previous: $40.6M-19.4%
R&D Expense

$9.9M

Previous: $12.5M-20.9%

Revenue & EPS history

Cardlytics · Revenue · Quarterly

$74M

Q4 2024-17%vs Q4 2023
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

Outlook tied to ARR growth, platform adoption, and operating leverage on cloud and security spend.

Tailwinds

  • Subscription growth and enterprise wins support recurring revenue.
  • AI and platform expansion broaden use cases.

Headwinds

  • Competition and elongating sales cycles.
  • Stock-based compensation and investment pace affect GAAP profitability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

-6.1%

Avg return

Earnings day

-6.2%

Avg return

5 days after

+14.5%

Avg return

30 days after

47%

16 / 34 earnings

Positive

+68.6%

Q4 2023

Best reaction

-59.6%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.0%-15.0%+654.7%
Q4 2025-9.9%-21.8%+25.6%
Q3 2025-28.5%-16.5%-37.5%
Q1 2025-13.0%-2.8%-17.1%
Q4 2024+4.5%+18.7%-25.3%
Q3 2024-13.2%-3.0%-15.8%
Q2 2024-59.6%-51.9%-53.1%
Q1 2024-39.8%-40.8%-43.4%
Q4 2023+68.6%+64.0%+57.8%
Q3 2023-55.7%-47.6%-40.1%
Q2 2023+15.7%+21.2%+42.8%
Q1 2023-26.0%-29.4%-29.9%
Q4 2022-10.8%-9.4%-37.7%
Q3 2022-52.2%-51.2%-52.9%
Q2 2022+18.3%+10.6%-7.6%
Q1 2022+10.2%-8.5%-24.2%
Q4 2021+5.7%-7.1%-5.2%
Q3 2021+6.7%+8.3%-20.4%
Q2 2021-32.5%-29.2%-22.3%
Q1 2021-20.6%-24.8%-24.2%
Q4 2020+1.2%-3.3%-17.2%
Q3 2020+2.9%+22.7%+56.5%
Q2 2020-9.1%-8.9%+0.8%
Q1 2020+13.0%+8.9%+50.9%
Q4 2019-36.4%-43.7%-64.3%
Q3 2019+43.6%+42.9%+44.4%
Q2 2019+20.0%+24.1%+39.8%
Q1 2019+20.9%+14.8%+47.1%
Q4 2018-5.6%-11.7%-7.2%
Q3 2018-24.9%-19.9%-29.3%
Q2 2018+0.3%+3.0%+27.3%
Q2 2017+0.3%+3.0%+27.3%
Q1 2018-1.0%-7.4%+6.5%
Q4 2017+1.0%+0.5%-13.6%
Q3 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016

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