Cardlytics ($CDLX): Adding Videos on Offers (Research Note #187)

Discussions on CDLX’s capabilities to add video, the banks willingness, demand from advertisers, higher prices, extra incentive to watch, and the format and which offers would have video.

Market Cap as of 8.11.2023: ~$12.50 / Share x 37.7 Shares ~ $471M Market Cap.

(#187) 8.11.2023: Adding Videos on Offers

Today I noticed a new feature within a Dosh offer. The following Crocs offer had multiple changing images. This was my first time seeing this.

The same thing was seen within the same Crocs offer on Venmo Offers (powered by Dosh / CDLX):

As a reminder, Dosh is where CDLX does testing before rolling out new features and formats to the banks, so maybe we will see this within the banks who are on the new user experience.

But this got me thinking about the possibility of videos again with CDLX offers.

In this CDLX Research Note I will discuss:

• CDLX Capabilities for Adding Video

  • With comments from the Former Group President at Cardlytics

• Banks Willingness to Add Video

  • With direct comments from the Former Managing Director, Head Of Card Business Development & Strategy At JP Morgan Chase & Co

• Demand from Advertisers for Video

  • With comments from the Former Chief Product Officer and Chief Business Development Officer at Cardlytics

• Higher Prices for Ads with Video

  • With comments from the Former Chief Product Officer and Chief Business Development Officer at Cardlytics

• Extra Incentive to Watch Video Ads

  • With comments from the Former Group President at Cardlytics

• Format and Which Offers to Have Video

  • With comments from the Former Chief Revenue Officer for Cardlytics