CDLX Report: 5.17.2026

New and returning advertisers, and updated WoW, QoQ, and YoY numbers.

1Q26 Earnings Analysis: Included in last week’s report.

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In this week’s report:

1. New and Returning Advertisers.

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, like important observations or buy / sell decisions).