Cardlytics ($CDLX): New Interviews with Former Employees and Advertisers (Research Note #272)
Thoughts and notes on recent interviews with a former CDLX director, VP, and advertisers.
The following CDLX Research Note includes thoughts and notes on recent interviews with former CDLX employees and advertisers.
If you haven’t already read them, you can find the complete transcripts at Tegus.com (a resource I highly recommend).
This post discusses the following topics:
Click-Based Pricing (which was mentioned on the latest CDLX earnings call, so it was interesting to hear the direct thoughts from even advertisers)
Competitors (including CMS, Rakuten, Capital One Shopping, major ad platforms, and more)
Issues and Areas for Improvement for CDLX (according to advertisers and former employees)
AmEx vs CDLX (based on views from a CDLX advertiser)
Advertiser Dashboard (including whether an advertiser would increase their spend)
Tech (cloud benefits and dynamic targeting)
CDLX Products Outside of Banks (past vs new areas of focus, and whether it is the correct strategy)
Focusing on Advertisers (to increase budgets) vs Users (to consume more of the budgets)
CDLX vs Coupons (what makes CDLX unique and what CDLX is now doing differently)