CDLX Report: 5.10.2026

1Q26 earnings analysis, returning advertisers (including large and attractive), and updated WoW, QoQ, and YoY numbers.

In this week’s report:

1. 1Q26 Earnings Analysis.

   1. YoY changes in results vs guidance.

   2. FI / non-FI partners.

   3. Advertisers and alternative options.

   4. New measurement.

   5. Technology and AI efforts.

   6. Stats vs results.

2. Returning Advertisers.

   1. Including large and attractive.

3. 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, like important observations or buy / sell decisions).