Brief: Cardlytics Q2 EPS USD -0.18

Cardlytics

06/08/2025 21:05

Overview

Cardlytics Q2 revenue declines 9% yr/yr, just missing analyst expectations

Adjusted EBITDA turns positive, improving from negative in prior year

Monthly qualified users increase 19% yr/yr, indicating consumer base growth

Outlook

Cardlytics expects Q3 2025 revenue of $52.2 mln to $58.2 mln

Company anticipates Q3 2025 billings of $87.0 mln to $95.0 mln

Cardlytics sees Q3 2025 adjusted EBITDA between $(2.3) mln and $2.7 mln

Company forecasts Q3 2025 adjusted contribution of $30.3 mln to $34.3 mln

Result Drivers

DIVERSIFICATION EFFORTS - CEO Amit Gupta cites strategic shifts in diversification as key to navigating economic headwinds

USER GROWTH - 19% increase in monthly qualified users indicates expanding consumer base

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$63.25 mln
$64 mln (4 Analysts)
Q2 EPS
-$0.18
Q2 Net Income
-$9.28 mln
Q2 Billings
$104.05 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 5 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy."

Wall Street's median 12-month price target for Cardlytics Inc is $2.50, about 26.4% above its August 5 closing price of $1.84

Press Release: ID:nBwTv58Wa

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)