Every material Form 8-K Cardlytics, Inc. has filed with the SEC since August 05, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Cardlytics reported third-quarter 2026 revenue of $32.9 million, down 30% from a year earlier, and billings of $57.2 million, down 32%. CEO Amit Gupta said results came in below expectations, and the company guided fourth-quarter revenue to $35.0 million to $39.0 million, which is still a year-over-year decline, though management expects sequential growth.
Q3 2026 revenue was $32.9 million, down 30% from $47.0 million in Q3 2025; billings were $57.2 million, down 32%.
Net loss narrowed to $(8.9) million from $(72.7) million a year earlier, when results included a $58.8 million impairment of goodwill and intangible assets.
Adjusted EBITDA was $0.4 million, compared with $3.3 million in Q3 2025.
Q4 2026 guidance: revenue of $35.0 million to $39.0 million (down 31% to 23% year over year) and Adjusted EBITDA of $(1.0) million to $2.0 million.
Cardlytics agreed on September 4, 2026 to settle a claim by Amit Jain, former Bridg founder and CEO, for $6.4 million, covering his share of a California settlement and related legal fees. The amount matches the $6.5 million the company had already accrued as of June 30, 2026, so the filing describes no new charge, and the company says it is seeking insurance reimbursement.
Settlement agreement dated September 4, 2026 resolves Jain's claim for $6.4 million in total.
The total includes $5.3 million for his allocated portion of the DailyGobble Action settlement and $1.1 million in legal fees.
The amount is consistent with the $6.5 million accrual recorded as of June 30, 2026.
Cardlytics is seeking insurance reimbursement for some of the costs.
Cardlytics reported second quarter 2026 revenue of $36.9 million, down 36% from a year earlier, and a net loss of $14.9 million, up from $9.3 million. Its third quarter revenue forecast of $34.0 million to $39.0 million also implies a year-over-year decline of 17% to 27%, so shareholders face continued pressure on the top line.
Q2 2026 revenue was $36.9 million, down from $58.0 million in Q2 2025; billings were $65.5 million, down 34%.
Net loss was $14.9 million versus $9.3 million a year earlier; GAAP loss per share from continuing operations was $(1.50) versus $(1.15).
Adjusted EBITDA was $1.7 million, compared with $3.0 million in Q2 2025.
Q3 2026 guidance: revenue of $34.0 million to $39.0 million and billings of $61.0 million to $67.0 million; Bridg business sold March 24, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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