Cardlytics ($CDLX): CDLX Report #31 - Current Offers, Advertisers, and Observations as of 3.17.2024 (Research Note #238)

AmEx integration observation, AmEx rev share observation, new large advertisers, new offer construct, Chase user experience update, international growth, BofA differentiation, Bridg growth, and more.

I will be sending out a CDLX Research Note on Q4 earnings soon.

In the meantime, enjoy this week’s CDLX Report below, and revisit CDLX Research Note #214: "AmEx and Capital One Interview About CDLX" (given the big announcement of CDLX’s new partnership with AmEx, and where that interview discussed many interesting elements related to AmEx offers).

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This is the 31st CDLX Report on current CDLX offers, advertisers, and observations, with today’s report containing information as of 3.17.2024.

Since the last report on 3.10.2024:

1. AmEx integration observation (related to timing)

2. AmEx revenue share observation

3. New large advertisers joining and returning

4. Observation regarding a new offer construct

5. Update to Chase’s new user experience

6. New entry point into offers

7. Observation related to international growth / expansion

8. BofA differentiation

9. WoW change in offer count

10. Observation related to Bridg growth

11. And more