Cardlytics ($CDLX): CDLX Report #64 - Current Offers, Advertisers, and Observations as of 11.3.2024 (Research Note #283)

New measurement with MMMs, CDLX at Nasdaq, new push notification for Chase Offers, change with Chase’s user experience, sign of fixing recent issues, new CMS advertisers, new & returning advertisers.

Note: I will be sending out a 3Q24 pre-earnings analysis soon.

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This week’s report includes:

1. New measurement efforts with MMMs (addressing the issues that has held back ad spend)

2. CDLX at Nasdaq (and thoughts related to earnings this week)

3. New push notification for Chase Offers

4. Change with Chase’s user experience

5. Possible sign CDLX fixed forecast / delivery issues (which impacted recent earnings and guidance)

6. New CMS advertisers

7. New and returning advertisers (including a large & attractive advertiser)

And more