Cardlytics ($CDLX): CDLX Report #66 - Current Offers, Advertisers, and Observations as of 11.17.2024 (Research Note #287)

New “Commerce AI Platform and Technologies”, new Head of Sales Readiness and Enablement, new Bridg / Rippl podcast, large increase in new job listings, new large advertiser returns, and more.

Note: If you haven’t already, make sure to check out the CDLX Q3 post-earnings analysis.

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This week’s report includes:

1. New “Commerce AI Platform and Technologies”

   1. I’m skeptical when I hear anything AI related, but this is less likely to be a marketing ploy given CDLX has not discussed this on their earnings calls or anything public facing + the related high salaries + CDLX has the data and reasonable use cases, but this is very early.

2. New Head of Sales Readiness and Enablement

3. New Bridg / Rippl podcast

4. Large increase in new job listings for newly created roles

5. New CMS advertisers (including an active CDLX advertiser)

6. New and returning advertisers (including a very large and attractive advertiser that I was surprised to see return)

and more.