CDLX Report: 11.16.2025

Potential new CRP partner (+ competition with providing CLOs to non-FIs), new Amit Gupta interview, updated WoW, QoQ, and YoY numbers, and new and returning CDLX advertisers.

This week’s report includes

1. Potential new CRP partner (+ competition with providing CLOs to non-FIs)

2. New Amit Gupta interview

3. New and returning CDLX advertisers

4. Updated WoW, QoQ, and YoY numbers

   1. Total offers (and by bank and category)

   2. Total advertiser count

   3. Large and attractive advertisers

   4. CDLX vs CMS and AmEx-sourced offers %

   5. Redemptions

   6. Employee count and job listings

   7. and more

Also, I’ve been sharing additional notes and thoughts in the Substack Chat.