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    Robert Kobrik • Evercore ISI

    Robert Kobrik is an Equity Research Analyst at Evercore ISI, specializing in coverage of technology and software sectors with a particular focus on software infrastructure companies. He consistently delivers insightful analysis and investment recommendations, although specific performance metrics such as success rates and rankings are not publicly available. Kobrik's career trajectory includes prior research roles at Neuberger Berman and Lehman Brothers before joining Evercore ISI, where he leverages a breadth of industry experience. He holds relevant securities licenses and is registered with FINRA as required for analysts at Evercore ISI.

    Robert Kobrik's questions to Cardlytics Inc (CDLX) leadership

    Robert Kobrik's questions to Cardlytics Inc (CDLX) leadership • Q1 2025

    Question

    Robert Kobrik questioned how Cardlytics is assessing its customer base amid macro uncertainty and its visibility for the year. He also requested an overview of the mechanics of the new Cardlytics Rewards Platform (CRP) and asked for more detail on the Q1 partner mix impact on adjusted contribution.

    Answer

    CEO Amit Gupta noted that while some advertisers are cautious, countercyclical categories like retail and restaurants are performing well, and some large clients are securing annual capacity. He explained that the CRP expands their publisher network to merchants' digital properties, with a new partner onboarded in just four weeks. CFO Alexis DeSieno clarified that the Q1 dip in adjusted contribution margin was due to a temporary legacy partner mix and that the metric is expected to recover to the mid-50% range as new supply partners scale.

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