Cardlytics Q4 revenue beats estimates

Cardlytics

04/03/2026 21:11

Overview

Commerce media platform's Q4 revenue fell 24.2% yr/yr but beat analyst expectations

Adjusted EBITDA for Q4 rose by $2.1 mln compared to last year

Company reported a narrower net loss and increase in free cash flow

Outlook

Cardlytics expects Q1 2026 revenue between $35 mln and $40 mln

Company anticipates Q1 2026 billings of $57.5 mln to $63.5 mln

Cardlytics forecasts Q1 2026 adjusted EBITDA between $(7.5) mln and $(3.5) mln

Result Drivers

COST MANAGEMENT - Cardlytics focused on cost management and operational adjustments, resulting in increased Adjusted EBITDA and free cash flow.

INCREASED MQUS - Despite revenue decline, MQUs increased by 18.4% year-over-year, reflecting engagement growth.

Company press release: ID:nBwpg8D8a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$56.10 mln
$54.45 mln (4 Analysts)
Q4 EPS
-$0.15
Q4 Net Income
-$8.25 mln
Q4 Billings
$94.14 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "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 $1.50, about 80.9% above its March 3 closing price of $0.83

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)