Cardlytics ($CDLX): Vudu Fandango Interview About CDLX (Research Note #221)

Notes and thoughts on the recent call with Vudu Fandango regarding CDLX.

Market Cap as of 12.28.2023: ~$9.28 / Share x 39.3M Shares ~ $365M Market Cap.

(#221): Vudu Fandango Interview About CDLX

On December 27th, 2023, a new Tegus transcript was released.

This one was with the Director of Performance Advertising at Vudu Fandango.

Vudu is more focused on at home streaming.

While Fandango is movie theater tickets.

In this CDLX Research Note I will be discussing and providing commentary / thoughts / additional notes on the following:

• How Vudu Fandango Uses CDLX

• How Vudu Fandango Pays for CDLX

• How They Discovered CDLX

• Increasing Their Budget with CDLX in the Past

• Returns (and vs Other Channels)

• Future Plans with CDLX

• Incrementality

• Desired Improvements

• Improvements / Changes Already Made

• Closing (summary + benefits of a CDLX Dashboard)