Answer
Based on the information contained in the Cardlytics secondâquarter 2025 earnings release (the excerpt you provided), the company did not include any specific guidance or outlook for the third quarter of 2025 (Q3âŻ2025) or for the fullâyear 2025.
What the release does contain
- A statement from CEO AmitâŻGupta about the companyâs strategic focusâdoubling down on diversification and leveraging its network capabilities.
- A general comment that these âstrategic shifts will position us for longâterm profitable growth,â but no quantitative or qualitative forecasts were attached to that statement.
What is missing
- No projected revenue, net income, adjusted EBITDA, or other key financial metrics for Q3âŻ2025.
- No fullâyear 2025 financial targets, operatingâmargin expectations, or cashâflow outlook.
- No commentary on expected capitalâexpenditure, customerâacquisition plans, or macroâeconomic assumptions that would typically accompany a forwardâlooking guidance section.
Implications
- Investors and analysts looking for forwardâlooking guidance will need to seek additional informationâeither from a later press release, a conference call transcript, or a filing with the SEC (e.g., a FormâŻ8âK or a 10âQ) that might contain a âManagement Discussion and Analysisâ (MD&A) section with guidance.
- Market expectations may therefore be based primarily on historical performance and the qualitative strategic commentary provided, rather than on concrete financial targets for the upcoming quarter or the remainder of the year.
What you can do next
- Check the full press release â The excerpt you have may be truncated. The complete release (often posted on Business Wire or the Cardlytics investor relations site) sometimes includes a âGuidanceâ or âOutlookâ section that isnât captured in brief summaries.
- Review the earnings call transcript â Companies frequently provide guidance verbally during the postârelease conference call. Transcripts are usually posted on the investorârelations page shortly after the call.
- Search SEC filings â A FormâŻ8âK filed around the same date may contain a âManagementâs Discussion and Analysisâ section with forwardâlooking statements, including any guidance the company chose to disclose.
- Monitor subsequent releases â If Cardlytics does not give guidance now, it may issue an update later in the year (e.g., after Q3 results) that includes the missing outlook.
Bottom line: In the provided news excerpt, Cardlytics did not give any guidance or outlook for Q3âŻ2025 or the fullâyear 2025. To obtain that information, youâll need to consult the complete earnings release, the accompanying earningsâcall transcript, or any related SEC filings.
Other Questions About This News
What were the revenue and earnings growth numbers versus the previous quarter and yearâoverâyear?
How does the reported sentiment score of 20 translate into analyst rating adjustments or institutional investment sentiment?
Are there any upcoming catalysts (e.g., product launches, conference presentations) that could impact the stock in the near term?
What valuation multiples (e.g., EV/Revenue, P/E) does the market currently price Cardlytics at, and are they justified by the latest results?
How does Cardlytics' cost structure (e.g., CAC, technology spend) compare to its peers in the commerce media space?
What is the current burn rate and runway given the company's cash position and recent capital expenditures?
How are Cardlytics' network capabilities being expanded and what impact will this have on merchant acquisition and transaction volume?
What specific diversification initiatives were highlighted and how are they expected to affect future cash flows?
Is there any update on partnership agreements or new contracts that could drive incremental revenue?
What macro or sector headwinds (e.g., consumer spending, advertising budgets) could materially affect the company's outlook?
How does Cardlytics' Q2 2025 performance compare to consensus analyst expectations and target price forecasts?
Are there any changes in the customer mix (e.g., banks vs. merchants) that could influence profitability or risk profile?
What risk factors were disclosed in the earnings release that might affect the company's longâterm growth trajectory?