Cardlytics, Inc. (CDLX) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good evening, ladies and gentlemen, and welcome to the Cardlytics fourth quarter fiscal year 2025 earnings conference call. At this time, all lines are in a listen-only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Wednesday, March 4th, 2026. I would now like to turn the conference call over to Nick Linton, Chief Legal and Privacy Officer. Please go ahead. Good evening and welcome to Cardlytic's fourth quarter and full year 2025 financial results call. Before we begin, let me remind everyone that today's discussion will contain forward-looking statements based on our current assumptions, expectations, and beliefs, including expectations around our future financial performance and results, including for the first quarter of 2026, our capital structure, and our operational and product initiatives. For a discussion of the specific risk factors that could cause our actual results to differ materially from today's discussion, please refer to the risk factors section of our 10-K for the year ended December 31st, 2025, which has been filed with the SEC. Also during our call, we will discuss non-GAAP measures of our performance. GAAP financial reconciliations and supplemental financial information are provided in the press release issued today, which you can find on the investor relations section of the Cardlytics website. Today's call is available via webcast, and a replay will also be available on our website. On the call today, we have CEO Amit Gupta and CFO David Evans. Following their prepared remarks, we'll open it up for your questions. With that, I'll hand the call over to Amit. Good evening, and thank you for joining us. Reflecting on 2025, it was a year we successfully reset the company to achieve sa...