Swanson Investment Research

Swanson Investment Research

CDLX Report: 2.8.2026

Shift in recent trend with large and attractive advertisers, and updated WoW, QoQ, and YoY numbers.

Austin Swanson's avatar
Austin Swanson
Feb 08, 2026
∙ Paid

In this week’s report:

  1. Updated WoW, QoQ, and YoY numbers.

    1. Total offers.

    2. Total advertiser count.

    3. Large and attractive advertisers (shift in recent trend, including within Chase from CDLX).

    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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