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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年第三季度業績會議通話摘要
富途資訊 ·  11/06 21:02  · 電話會議

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

以下是Cardlytics, Inc. (CDLX) 2024年第三季度業績會交流摘要:

Financial Performance:

財務表現:

  • 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報告了2024年第三季度的業績,總計交易額爲11200萬美元,同比下降2%,主要是由於投遞挑戰而不是管道弱點所導致的。

  • 消費者激勵增加了20%,達到4490萬美元,反映出用戶對優惠的強烈參與度。

  • 本季度營業收入爲6710萬美元,下降13%,受消費者參與水平上升的影響。

  • 調整後的貢獻爲3640萬美元,比去年同期下降11%,調整後的貢獻率爲54%,同比增長1%。

Business Progress:

業務進展:

  • 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致力於提高網絡性能和優化其核心平台。

  • 對廣告投放的初始改進引入了更嚴格的活動限制和預算管理工具的增強。

  • 英國市場持續擴張,強勁的兩位數字增長和創紀錄的消費獎勵成爲亮點。

  • 推進動態市場和基於參與的定價模型的發展,以改善活動執行和廣告主留存。

Opportunities:

機會:

  • 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.

  • 爲擴大其廣告客戶基礎,cardlytics旨在擴大與現有和新金融機構的關係,包括國內外,計劃與一家美國大型機構進行近期推出。

  • 加大對需求生成的關注,通過擴大與核心類別品牌的合作關係和探索新的廣告主垂直領域來實現。

  • 推出新的優惠構想和廣告格式,以增加消費者參與度並打開額外廣告預算。

Risks:

風險:

  • 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.

  • 交付挑戰繼續影響賬單和營業收入,需要繼續努力穩定核心平台性能。

  • 廣告商的經濟謹慎,特別是在餐飲和旅行領域,可能會影響預算分配和整體增長。

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


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