Q2 2026 Truecaller AB Earnings Call Transcript

Jul 17, 2026 / 11:00 AM GMT

Release Date Price: $1.34

Transcript

Key Points

Positve

Truecaller AB (FRA:49X0) reported a 10% year-on-year growth in average monthly active users, reaching 471 million.
The company saw a 36% year-on-year growth in premium revenue, with a 33% increase in the subscriber base.
Truecaller AB (FRA:49X0) experienced strong user growth in the Middle East and Africa, surpassing 100 million users on Android.
The company lifted a flag impacting programmatic revenue, resulting in a 10% to 15% increase in daily revenue towards the end of the quarter.
Truecaller AB (FRA:49X0) announced the acquisition of TextPlus, expanding its footprint in the US market.

Negative

Net sales decreased by 21% year-on-year in SEK, reflecting ongoing challenges.
EBITDA decreased by 49%, with a margin of 22.4%, indicating financial pressure.
The company underwent restructuring, reducing its workforce by over 70 employees, incurring a restructuring cost of 23.5 million SEK.
Ads revenue decreased by 34% year-over-year, primarily due to lower demand and a previously imposed flag.
Currency effects had a material negative impact on financials, with the Swedish Krona staying strong against USD and other currencies.

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

TRUEb.ST - Truecaller AB
Q2 2026 Truecaller AB Earnings Call
Jul 17, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone, and welcome to our Q2 Report webcast.

I'm Rishi Junjunwala, the CEO of Truecaller, and with me, I have Odd Bolin, our CFO.

As always, I'll talk about how we performed in the quarter in a few important areas. And then I'll hand over to Aud to talk about the financial performance.

At the end of the presentation, we will also talk about the news flow we sent out yesterday, and then we'll open up for a Q&A.

In Q2, the average monthly active user was 471 million, which is a growth of 10% year-on-year.

Our average DAO was $409 million, which is 11% growth year-on-year, and we continue to have a very healthy engagement with a DAO/MAO ratio of 87%.

Net sales decreased with 21%

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