CDLX Report: 12.7.2025

CDLX's CFO resigns, Chase user experience update, new and returning advertisers, and updated WoW, QoQ, and YoY numbers.

This week’s report includes

1. CDLX’s CFO, Alexis DeSieno, resigns

2. Chase makes a change to their user experience

3. New advertiser

4. Returning advertisers (one large & attractive within AmEx)

5. 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.