Cardlytics Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
4analysts covering
FY EPS (est.)
-$2.31next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 4 Nov 2026 |
Monitoring Framework
Key Performance Indicators
Cardlytics Monthly Qualified Users (MQUs) Quarterly197M
Cardlytics Adjusted Contribution Per User (ACPU) Quarterly0.1
Adjusted Contribution Margin Quarterly6,060.0%
Watch Items
- Stabilization of FI partner supply and user base following the departure of Bank of AmericaTrigger: MQUs dropping significantly below 197 millionAction: Re-evaluate long-term revenue growth projections and platform scale assumptions.
- Execution of sequential growth targets for the remainder of fiscal year 2026Trigger: Failure to achieve sequential growth in billings, revenue, or adjusted contribution in Q2 2026Action: Assess sales execution, advertiser retention, and cost structure to preserve positive Adjusted EBITDA.
- Compliance with Nasdaq minimum closing bid price requirementTrigger: Closing bid price falling below $1.00 for 30 consecutive business days post-reverse splitAction: Monitor stock performance closely to ensure compliance is maintained before the November 30, 2026 deadline.
Research as of 19 Jun 2026