Swanson Investment Research

Swanson Investment Research

CDLX Report: 1.4.2026

Significant changes in WoW, QoQ, and YoY numbers.

Austin Swanson's avatar
Austin Swanson
Jan 05, 2026
∙ Paid

This week’s report includes:

  1. Significant changes in WoW, QoQ, and YoY numbers (more than expected)

    1. Total offers

    2. Total advertiser count

    3. Large and attractive advertisers

    4. CDLX vs CMS and AmEx-sourced offers %

    5. and more

Reminder: Additional notes and thoughts are shared in the Substack Chat (such as those that are more time sensitive).

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