Cardlytics ($CDLX): How Q3 Results and Q4 Guidance Could Be Better Than Expected (Research Note #202)

These different factors that could lead to better than expected Q3 results and Q4 guidance.

Market Cap as of 10.25.2023: ~$11.90/ Share x 37.7M Shares ~ $449M Market Cap.

(#202) 10.25.2023: How Q3 Results and Q4 Guidance Could Be Better than Expected

Beyond positive trends seen in the ad market with some of the early Q3 earnings, there are many different company-specific factors that could positively impact CDLX Q3 results and Q4 guidance.

Some factors only had a slight impact on Q2, given they didn’t occur until the end of the quarter (so will have a full impact on Q3). Other factors are brand new in Q3.

Below I discuss 19 different factors that could lead to better-than-expected Q3 results and Q4 guidance.