Swanson Investment Research

Swanson Investment Research

CDLX Report: 12.21.2025

New CDLX CFO, new advertiser, and updated WoW, QoQ, and YoY numbers.

Austin Swanson's avatar
Austin Swanson
Dec 22, 2025
∙ Paid

This week’s report includes

  1. New CDLX CFO

  2. New advertiser

  3. 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.

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