Cardlytics ($CDLX): CDLX Report #13 - Current Offers, Advertisers, and Observations as of 11.13.2023 (Research Note #205)
Data, statistics, trends, and screenshots of CDLX offers and advertisers as of today, as well as other important observations this week and this quarter.
Q3 Earnings - Upcoming Post:
I will be emailing out a CDLX Research Note soon, with notes and thoughts on Q3 earnings.
Following that Research Note, I may do a full free write-up / video, similar to past quarters.
View this post in your browser to not have the contents cut off, to view galleries of images, and to use links to the footnotes.
Market Cap as of 11.13.2023: ~$7.39 / Share x 39.3M Shares ~ $290M Market Cap.
(#205): CDLX Report #13 - Current Offers, Advertisers, and Observations as of 11.13.2023
Link to general information about CDLX Reports and a directory of all past reports.
This is the 13th CDLX Report on current CDLX offers, advertisers, and observations, with today’s report containing data as of 11.13.2023.
Since the last report on 11.5.2023, there have been:
More advertisers returning to the channel
New observations (with some items never seen before, and others matching new information from CDLX)
Changes in offer counts and trends (including within specific categories discussed on the Q3 call)
More redemptions (where past redemptions matched categories on the Q3 call)
New job listing (matching commentary on the Q3 call, with growth in specific areas)
New senior hire (discovered / announced today, 11.13.2023)
Additionally, this report was updated based on information we learned at Q3 earnings. For instance, updating the categories to match those used by CDLX (rather than Chase Offers). There were many other updates, which I discuss below.
In addition, directly below is a 1-hr video covering this post: