NASDAQ$CDLX

Cardlytics Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Cardlytics reported Q4 2025, revenue of $56.1M, net loss of $8.3M, diluted EPS of $-0.15.

For Q4 2025, Cardlytics reported revenue of $56.1M, a net loss of $8.3M, diluted EPS was $-0.15, adjusted diluted EPS was $0.03. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $56.1M.
  • Net loss $8.3M.
  • Diluted EPS $-0.15.
  • Adjusted diluted EPS $0.03.

Headline financials

Total Revenue

$56.1M

Previous: $74M-24.2%
EPS (adj)

$0.03

Previous: -$0.31+109.7%
Billings

$94.1M

Previous: $116M-19.0%
Adjusted Contribution

$31.7M

Previous: $40.7M-22.1%
Adjusted EBITDA

$8.53M

Previous: $6.4M+33.4%
MQUs

227.0M

Previous: 191.7M+18.4%
ACPU

$0.12

Previous: $0.18-33.3%
Net Income

-$8.3M

Previous: -$15.6M+46.8%
Operating Income

-$6.1M

Previous: -$8.32M+26.7%
Gross Profit

$25.9M

Previous: $32.7M-20.9%

Revenue & EPS history

Cardlytics · Revenue · Quarterly

$56.1M

Q4 2025-24.2%vs Q4 2024
Beat estimate in 9 of 14 quarters(64%)
ActualEstimate

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year comparability.

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 2025

Historical avgQ4 2025

-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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