Swanson Investment Research

Swanson Investment Research

CDLX Report: 1.18.2026

BofA's new user experience is live, and updated WoW, QoQ, and YoY numbers.

Austin Swanson's avatar
Austin Swanson
Jan 19, 2026
∙ Paid

In this week’s report:

  1. BofA’s new user experience is live.

    1. The company powering the new user experience.

    2. Observation related to CDLX offers within BofA’s new experience.

    3. Recent related changes on CDLX’s website.

    4. The positives and negatives of the new user experience if CDLX renews with BofA.

  2. Updated WoW, QoQ, and YoY numbers.

    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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