Cardlytics ($CDLX): Potential for New Banks Signing Soon and/or Remaining Banks Moving to the New Ad Server Ahead of Schedule, Possibilities and Potential Impact of Images (Update #156 - #157)
New notes on the potential of new FI partners signing soon and/or the remaining banks moving to the new ad server ahead of schedule, and the possibilities/impact of images on the new user experience.
Market Cap as of 4.3.2023: ~$3.34 / Share x 33.6M Shares ~ $112M Market Cap.
I believe we may see higher-than-expected near-term benefits with Chase now rolling out the new user experience with its richer imagery.
Additionally, we could hear some announcements soon regarding new FI partners signing, and/or remaining CDLX banks moving to the new ad server ahead of schedule, based on a new job listing (and other related info + past CDLX comments). These possible announcements could be catalysts for increasing the stock price in April for the second Bridg earnout payment.
I also continue to believe the downside that many focus on has a very low probability of occurring, given everything that has been discussed in the Research Notes last month (included in the last 5 update emails for updates #133-139, #140-144, #145-149, #150-153, #154-155).
While I prefer to wait longer between update emails for the notes, I want to make sure I deliver timely information to all of you with access to the Research Notes, especially given the all-time-low stock price.
The CDLX Research Notes Updates
At this time, all of the following notes are under
For convenience, I copied over the corresponding sections of the Research Notes and pasted them at the end of this post.
Note, I do tweet out when I make an update to the Research Notes. Therefore, if you want more real-time updates, follow me on Twitter.
The order below matches how I copied them to the end of this post to read.
CDLX Research Notes: Update #157
Added on 4.3.2023
Possibly New FI Partners Signing and/or Remaining Banks Moving to the New Ad Server Ahead of Schedule
Based on:
New job listing (discovered today)
Other related info to support these possibilities
Past comments by CDLX regarding new FI partners and schedule of moving to the new ad server
CDLX Research Notes: Update #156
Added on 4.1.2023
The Possibilities and Potential Impact of the New Use of Images (on the New User Experience)
Findings by Netflix regarding the importance and impact of images
Images on the outside + inside of offers
Impact of images in CDLX
Possibilities with images on the new user experience
A/B testing images (like Netflix)
and more
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For convenience, I copied over the corresponding sections of the Research Notes and pasted them directly below.
The Updates:
(#157) 4.3.2023: Possibly New FI Partners Signing and/or Remaining Banks Moving to the New Ad Server Ahead of Schedule (Based on New Job Listing + Other Supporting Info)
Today I noticed a new job opening.