Cardlytics Q3 2023 Earnings Presentation

17 Reconciliation of GAAP gross profit to adjusted contribution Cardlytics Platform Revenue Minus: Partner Share and other third-party costs Delivery costs Gross Profit Plus: Delivery costs Deferred implementation costs Adjusted contribution Bridg Platform Revenue Minus: Partner Share and other third-party costs Delivery costs Gross Profit Plus: Delivery costs Adjusted contribution Consolidated Revenue Minus: Partner Share and other third-party costs Delivery costs Gross Profit Plus: Delivery costs Deferred implementation costs Adjusted contribution. Mar 31, 2021 $53,230 29,771 3,938 $19,521 3,938 882 $24,341 $53,230 29,771 3,938 $19,521 3,938 882 $24,341 Jun 30, 2021 $56,763 29,890 4,837 $22,036 4,837 730 $27,603 $2,090 63 911 $1,116 911 $2,027 $58,853 29,953 5,748 $23,152 5,748 730 $29,630 Sept 30, 2021 $62,075 33,929 4,777 $23,369 4,777 731 $28,877 $2,909 161 1,613 $1,135 1,613 $2,748 $64,984 34,090 6,390 $24,504 6,390 731 $31,625 Dec 31, 2021 $86,686 47,274 4,618 $34,794 4,618 1,442 $40,854 $3,363 185 1,809 $1,369 1,809 $3,178 $90,049 47,459 6,427 $36,163 6,427 1,442 $44,032 Mar 31, 2022 $63,983 35,027 4,907 $24,049 4,907 $28,956 $3,945 126 1,626 $2,193 1,626 $3,819 $67,928 35,153 6,533 $26,242 6,533 $32,775 Three Months Ended Jun 30, 2022 $69,270 39,403 6,311 $23,556 6,311 $29,867 $6,135 877 1,851 $3,407 1,851 $5,258 $75,405 40,280 8,162 $26,963 8,162 $35,125 Sept 30, 2022 $67,285 37,399 7,623 $22,263 7,623 $29,886 $5,421 164 1,502 $3,755 1,502 $5,257 $72,706 37,563 9,125 $26,018 9,125 $35,143 Dec 31, 2022 $76,647 42,375 5,271 $29,001 5,271 $34,272 $5,856 136 1,312 $4,408 1,312 $5,720 $82,503 42,511 6,583 $33,409 6,583 $39,992 Mar 31, 2023 $59,030 33,175 4,693 $21,162 4,693 $25,855 $5,301 209 1,731 $3,361 1,731 $5,092 $64,331 33,384 6,424 $24,523 6,424 $30,947 (Amounts in thousands) Jun 30, 2023 $70,726 39,086 5,217 $26,423 5,217 $31,640 $5,975 84 1,798 $4,093 1,798 $5,891 $76,701 39,170 7,015 $30,516 7,015 $37,531 Sept 30, 2023 $73,064 36,011 5,510 $31,543 5,510 $37,053 $5,941 133 1,502 $4,306 1,502 $5,808 $79,005 36,144 7,012 $35,849 7,012 $42,861

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