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Cardlytics, Inc. (CDLX) Q3 2024 Earnings Call Transcript Summary

Cardlytics, Inc. (CDLX) Q3 2024 Earnings Call Transcript Summary

Cardlytics, Inc.(CDLX)2024年第三季度业绩会议通话摘要
moomoo AI ·  21:02  · 电话会议

The following is a summary of the Cardlytics, Inc. (CDLX) Q3 2024 Earnings Call Transcript:

以下是Cardlytics, Inc.(CDLX)2024年第三季度财报电话会议记录摘要:

Financial Performance:

财务业绩:

  • Cardlytics reported Q3 2024 results with total billings of $112 million, a decrease of 2% year-over-year, primarily due to delivery challenges rather than pipeline weaknesses.

  • Consumer incentives increased by 20% to $44.9 million, reflecting strong user engagement with offers.

  • Revenue for the quarter was $67.1 million, down 13%, influenced by elevated levels of consumer engagement.

  • Adjusted contribution was $36.4 million, down 11% from the previous year, with an adjusted contribution margin of 54%, up 1% year-over-year.

  • Cardlytics公布了2024年第三季度的业绩,总账单为1.12亿美元,同比下降2%,这主要是由于交付挑战而不是管道薄弱。

  • 消费者激励措施增加了20%,达到4,490万美元,反映了用户对优惠的强劲参与度。

  • 受消费者参与度提高的影响,本季度收入为6,710万美元,下降13%。

  • 调整后的捐款额为3640万美元,比上年下降11%,调整后的缴款利润率为54%,同比增长1%。

Business Progress:

业务进展:

  • Cardlytics is focusing on enhancing network performance and optimizing its core platform.

  • Initial improvements in ad delivery introduced more stringent limits on campaigns and enhancements to budget management tools.

  • Continued expansion in the UK market, highlighted by strong double-digit growth and record consumer rewards.

  • Progress in developing the dynamic marketplace and engagement-based pricing models to improve campaign performance and advertiser retention.

  • Cardlytics专注于增强网络性能和优化其核心平台。

  • 广告投放的初步改进对广告活动进行了更严格的限制,并增强了预算管理工具。

  • 英国市场的持续扩张,强劲的两位数增长和创纪录的消费者回报突显了这一点。

  • 在开发动态市场和基于参与度的定价模型以提高广告效果和广告商留率方面取得进展。

Opportunities:

机会:

  • To expand its advertiser base, Cardlytics aims to broaden relationships with existing and new financial institutions, both domestically and internationally, with a near-term launch planned with a large U.S. institution.

  • Increased focus on demand generation through scaling relationships with brands across core categories and exploring new advertiser verticals.

  • Introduction of new offer constructs and ad formats to increase consumer engagement and open additional advertiser budgets.

  • 为了扩大其广告商基础,Cardlytics旨在扩大与国内外现有和新金融机构的关系,并计划在短期内与一家大型美国机构合作。

  • 通过扩大与核心类别品牌的关系以及探索新的广告商垂直领域,更加关注需求创造。

  • 引入新的优惠结构和广告格式,以提高消费者参与度并增加广告商预算。

Risks:

风险:

  • Delivery challenges continue to impact billings and revenue, with ongoing efforts needed to stabilize core platform performance.

  • Economic caution from advertisers, particularly in the restaurant and travel sectors, could affect budget allocations and overall growth.

  • 交付挑战继续影响账单和收入,需要持续努力稳定核心平台性能。

  • 广告商的经济谨慎态度,尤其是餐饮和旅游业的广告商,可能会影响预算分配和整体增长。

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