CDLX Report: 2.15.2026

Updated WoW, QoQ, and YoY numbers.

In case you missed it, I released a free Carvana research note last Thursday, “Dissecting the Gotham Short Report”.

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In this week’s report:

1. 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).