Truecaller AB (LTS:0AA7)

Q1 2025 Truecaller AB Earnings Call Transcript

May 8, 2025 / 11:00 AM GMT

Release Date Price: kr67.9 (-10.11%)

Transcript

Key Points

Positve

Truecaller AB (TRUBF) reported strong global growth with a 16% increase in net sales year-on-year.
The company achieved a significant milestone by crossing 450 million users, with a 15% increase in monthly active non-iOS users.
Recurring revenues now constitute 32% of total revenues, showing a 49% growth year-on-year.
Truecaller for Business saw a remarkable 60% revenue growth year-on-year, driven by strong performance across all product groups.
The company maintained a high profit margin, with EBITDA excluding incentive costs growing by 22%.

Negative

Incentive costs increased due to a rise in share price, negatively impacting the bottom line.
Ad revenues from the Indian Premier League were lower than the previous year, affecting overall ad revenue growth.
The strengthening of the Swedish crown had a negative impact on revenues, with expectations of a larger impact in the coming quarters.
The iOS product has a lower daily utilization rate compared to Android, which could affect premium upsell opportunities.
Marketing expenses saw a significant increase in Q1, primarily due to the iOS launch, which may not be sustainable.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TRUEb.ST - Truecaller AB
Q1 2025 Truecaller AB Earnings Call
May 08, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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During the questions and answer session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to the CEO Rsitininwalla and CFO Od Bolin. Please go ahead.

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Unidentified_2 [2]
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Hello everyone and welcome to our Q1 report webcast. I'm Rishi Junjawala, the CEO of True Color, and with me I have Odd, our CFO.

We'll start with the overall highlights from the quarter and then walk you through our financial performance. After that, we'll cover product highlights and then open up for questions.

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