Cardlytics ($CDLX): CDLX Report #100 - Current Offers, Advertisers, and Observations as of 7.13.2025 (Research Note #323)

Chase extension + new billings share, interview with Amit Gupta, and new and returning CDLX and CMS advertisers.

Summary: A summarized version of this report can be accessed separately on Clarity Markets (for more info, see here).

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This week’s report includes:

1. Chase extension + new billings share

2. Interview with Amit Gupta

3. New and returning CDLX advertisers (including large and attractive)

4. New and returning CMS advertisers (including more switching from CDLX to CMS)

and more.

As a reminder, additional information and updates are shared in the Substack Chat.