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Cardlytics director Liane Hornsey reported routine equity compensation activity. She acquired 11,000 shares of Common Stock through the vesting and conversion of previously granted restricted stock units (RSUs), leaving her with 33,326 Common shares held directly after the transactions.
On the same date, she also received a new grant of 11,000 RSUs, each representing a contingent right to one Cardlytics common share or its cash equivalent, which will vest in full on the one-year anniversary of the grant if she remains a director.
Cardlytics director John L. Klinck Jr. reported equity compensation activity involving the company’s common stock. He acquired 11,000 shares of common stock through the vesting and exercise of previously granted restricted stock units that converted into an equal number of shares.
On the same date, he received a new award of 11,000 restricted stock units, each representing a contingent right to one share of common stock or its cash equivalent. After these transactions, he directly holds 89,593 shares of common stock and 11,000 restricted stock units that are scheduled to vest in full on the one-year anniversary of the grant date, so long as he continues serving as a director.
Cardlytics, Inc. reported the results of its annual stockholder meeting held on May 20, 2026. Of the 55,070,709 shares outstanding as of March 25, 2026, 34,996,216 shares, or 63.54%, were present or represented by proxy.
Stockholders elected three Class II directors—Amit Gupta, Jack Klinck, and Shrishti Gupta—with each receiving over 11 million votes for, and broker non-votes of 21,725,998. They also ratified Deloitte & Touche LLP as independent auditor for the fiscal year ending December 31, 2026.
Investors approved a series of alternate amendments allowing the board, at its option, to implement a reverse stock split of the common stock at a ratio between 1-for-5 and 1-for-15, with a proportionate reduction in authorized shares, any time before the 2027 annual meeting. Stockholders also approved, on a non-binding advisory basis, the compensation of the company’s named executive officers.
Cardlytics, Inc. Chief Financial Officer David Thomas Evans reported open-market purchases of a total of 200,000 shares of common stock. He bought 150,000 shares on May 15, 2026 at a weighted average price of $0.649 per share and 50,000 shares on May 18, 2026 at a weighted average price of $0.633 per share.
Both trades were direct, non-derivative purchases. After these transactions, Evans directly owned 317,930 shares of Cardlytics common stock. Footnotes explain that each reported price is a weighted average across multiple individual trades executed within narrow price ranges on the respective dates.
Cardlytics, Inc. disclosed that Chief Legal and Privacy Officer Nick Lynton has notified the company of his intent to resign, effective on the earlier of his successor’s appointment or the close of business on July 3, 2026.
Under a new Transition Agreement dated May 10, 2026, he will continue in his role, and if a successor is appointed before the effective date, he will serve in a non-officer advisory capacity through that date while maintaining his current salary and benefits. After his employment ends, subject to compliance with the agreement and execution of a separate Release Agreement, Cardlytics will pay a lump-sum separation payment of $380,000, reimburse COBRA premiums for up to twelve months, and provide an additional lump-sum payment of $70,320.21, which is expected to be paid in the first quarter of 2027.
Cardlytics, Inc. reported a narrower net loss of $4.5M for the quarter ended March 31, 2026, compared with $13.3M a year earlier, helped by income from discontinued operations. Revenue from continuing operations fell to $34.3M from $56.4M as Billings declined and Cardlytics Monthly Qualified Users dropped by 17.9 million, or 8%, following the exit of a major U.S. financial institution partner. Adjusted Contribution decreased to $19.7M, and Adjusted EBITDA was modestly positive at $0.2M. The company completed the divestiture of its Bridg business to PAR Technology, recording a $14.5M gain reported in discontinued operations. Cardlytics ended the quarter with $35.7M in cash and equivalents, $24.1M in marketable securities, and total debt of $204.2M, including $169.1M of 2024 Convertible Senior Notes and $35.1M outstanding under its revolving line of credit.
Cardlytics, Inc. reported a first quarter 2026 net loss of $4.5 million on revenue of $34.3 million, down 39% year-over-year. Billings fell 37% to $58.1 million and adjusted contribution decreased 28% to $19.7 million, reflecting lower activity but still solid gross economics.
Despite the revenue decline, profitability metrics improved. Net loss narrowed sharply from $13.3 million, adjusted EBITDA turned slightly positive at $0.2 million versus a $4.1 million loss, and adjusted net loss improved to $6.2 million from $10.3 million. Free cash flow remained negative at $7.9 million, but improved from $10.8 million.
The company completed the sale of its Bridg business on March 24, 2026, with Bridg contributing $4.2 million of revenue and $9.3 million of income from discontinued operations. Cardlytics ended the quarter with $35.7 million of cash and cash equivalents and $24.1 million of marketable securities, against $169.1 million of convertible notes and $35.1 million of lines of credit.
Platform usage softened, with monthly qualified users declining 8% to 197.0 million and adjusted contribution per user slipping to $0.10 from $0.13. For the second quarter of 2026, Cardlytics expects billings of $61.0–$67.0 million, revenue of $35.0–$40.0 million, adjusted contribution of $20.0–$23.0 million, and adjusted EBITDA between a loss of $2.7 million and income of $1.3 million.
Cardlytics, Inc. files its Annual Report on Form 10-K for the fiscal year ended December 31, 2025, describing operations of its Cardlytics commerce media platform and the Bridg identity resolution platform.
The company reported revenue of $233.3 million in 2025, down 16.2% from 2024, billings of $385.0 million, a net loss of $103.5 million for 2025, and an accumulated deficit of $1.4 billion. Cardlytics disclosed a definitive agreement in January 2026 to sell substantially all assets related to Bridg; the transaction is subject to customary closing conditions and has not closed.
Cardlytics, Inc. is asking stockholders to vote at its May 20, 2026 annual meeting on several key items, including a potential reverse stock split and an executive pay advisory vote. Stockholders of record on March 25, 2026, when 55,070,709 common shares were outstanding, may vote.
The company seeks approval to elect three Class II directors (Amit Gupta, Jack Klinck and Srishti Gupta) for terms running to the 2029 meeting, ratify Deloitte & Touche LLP as auditor for 2026, and approve a reverse stock split at a ratio between 1-for-5 and 1-for-15 with a corresponding authorized share reduction, aimed at helping maintain Nasdaq listing standards. Stockholders are also asked to approve, on an advisory basis, compensation for the Named Executive Officers, including 2025 total pay of $5.0 million for CEO Amit Gupta, $1.3 million for former CFO Alexis DeSieno and $1.2 million for Chief Legal and Privacy Officer Nick Lynton.
Cardlytics Inc. (CDLX) notice of proposed sale: a Form 144 records an affiliate sale of 50,000 shares of Common Stock reported for 03/25/2026. The filing also lists restricted stock vesting events of 6,898 and 13,102 shares on 07/01/2024 and 08/14/2024, respectively, and a reported account balance or reference of 55,054,268. The broker listed is Fidelity Brokerage Services LLC with an address in Smithfield, RI.