John Candeto
John Candeto

Clifford Sosin on Cardlytics $CDLX

Tags
Yet Another Value ChannelCliff SosinCardlyticsHerbalifeCarvana
Link
https://www.youtube.com/watch?v=mX0shUT5iwQ&list=PL2jGs_PC8EQXootXs5rrgBSOM3-SzG7Sy&index=5
Date Consumed
Dec 16, 2021
Count (Month)
17
Created
Dec 16, 2021 6:52 PM
Last Edited
Dec 27, 2021 9:49 PM

On average, an advertiser spends $1:

  • 30% to consumer (eg discount offer)
  • 70% is 50/50 between Cardlytics and the banks

$1 = billings

$0.70 = revenue

$0.35 less COGS (eg compute) = gross profit

Varies by campaign

Dining at travel some of biggest categories

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