Truecaller announces preliminary numbers for the third quarter 2026
Premium and business revenue grew year over year, while advertising revenue and preliminary net profit declined.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Summary
Truecaller (TRUBF) announced preliminary third-quarter 2026 results, with expected net sales of SEK 464 million and lower year-over-year profit.
Net sales fell 1% on a reported basis but grew 3% in constant currencies and 18% from the previous quarter. Advertising revenue is expected at SEK 245.6 million, down 15% year over year, while Premium revenue rose 32% to SEK 127.1 million. Truecaller for Business revenue increased 6% to SEK 85.1 million.
Net profit is preliminarily SEK 68.8 million, down 37%. EBITDA, a measure of operating earnings before interest, taxes, depreciation and amortization, was SEK 129.6 million, down 20%. Excluding non-recurring TextPlus acquisition items, expected EBITDA was SEK 147.6 million, down 9% year over year but up 68% sequentially. The corresponding margin fell to 31.8% from 34.7%. The figures are unaudited and may differ from final results.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Positive
- Moderate pointExpected net sales of SEK 464 million: down 1% reported, up 3% constant-currency and 18% sequentially.
- Moderate pointPreliminary average non-iOS monthly active users rose 8% year over year to 476.2 million in Q3.
- Moderate pointPreliminary average non-iOS daily active users rose 8% year over year to 411.1 million in Q3.
- Minor pointExpected Premium revenue rose 32% year over year to SEK 127.1 million, also 32% in constant currencies.
- Minor pointExpected business revenue rose 6% to SEK 85.1 million; constant-currency growth was 14%, sequential growth 15%.
2 minor points
- Minor pointPreliminary staff costs excluding incentives fell 18% year over year to SEK 72.3 million.
- Minor pointBusiness Messaging volumes were higher year over year following the shift to a multi-partner model.
Negative
- Moderate pointPreliminary net profit fell 37% year over year to SEK 68.8 million.
- Moderate pointPreliminary EBITDA fell 20% year over year to SEK 129.6 million; margin declined to 27.9% from 34.7%.
- Moderate pointPreliminary gross profit fell 7% to SEK 331.0 million; gross margin declined to 71.3% from 75.7%.
- Minor pointExpected advertising revenue fell 15% year over year to SEK 245.6 million; constant-currency decline was 12%, despite 23% sequential growth.
- Minor pointExpected EBITDA excluding TextPlus acquisition items fell 9% to SEK 147.6 million; down 6% constant-currency, up 68% sequentially.
7 minor points
- Minor pointPreliminary EBITDA margin excluding TextPlus acquisition items fell to 31.8% from 34.7%.
- Minor pointExpected EBITDA excluding incentives and acquisition items fell 7% to SEK 173.7 million; margin fell to 37.4% from 39.8%.
- Minor pointPreliminary profit after net financial items fell 27% year over year to SEK 108.6 million.
- Minor pointPreliminary cost of goods sold rose 17% year over year to SEK 133.0 million.
- Minor pointPreliminary incentive costs rose 11% year over year to SEK 26.1 million.
- Minor pointPreliminary other expenses rose 2% year over year to SEK 90.3 million.
- Minor pointFinancial results are preliminary and unaudited; final results may differ.
AI-generated analysis. How Rhea-AI works. Not financial advice.
STOCKHOLM, Oct. 19, 2026 /PRNewswire/ -- Truecaller today announces its preliminary and unaudited financial results for the third quarter of 2026. The interimreport will be published as planned on Tuesday the 3rd of November 2027 and will as usual be followed by a webcast.
Total net sales for the third quarter 2026 is expected to amount to SEK 464 million (468) which is estimated to be an increase of
Ad revenues are expected to amount to SEK 245.6 million (290.2) which is a decrease of
EBITDA excluding non-recurring items associated with the acquisition of TextPlus is expected to amount to SEK 147.6 million (162.5) which is a decrease of approximately
Average non-iOS MAU was 476.2 million in the fourth quarter which is an increase of 34.5 million users compared to the same period last year and a growth of 5.2 million users during the third quarter.
SHORT COMMENT FROM THE CEO
"During the third quarter, we saw positive momentum as all three revenue streams grew compared to the previous quarter.Total net sales is now back to growth year-over year in local currency. Profitability is now also back at a healthy level. Our user base continued to grow, albeit at a somewhat slower pace than historically. Our focus is and has to a larger extent been on improving the monetisation of the existing user base and to tap into the growing demand beyond our established markets.
Within Ads, we continued our transition toward our new proprietary ad platform and auction process and we saw a gradual revenue improvement during the quarter, while Premium delivered sustained solid revenue growth. For Truecaller for Business, message volumes for Business Messaging are now higher than a year ago following our shift to a multi-partner model and Verified Business had a stable development. Overall, we continue to strengthen our position across key areas and are positive towards continuing the revenue transition," says Rishit Jhunjhunwalam, CEO, Truecaller.
Preliminary results for July-September 2026 (Q3)
SEKm | Q3 2026 | Q3 2025 | Y/Y % | Y/Y % in constant |
Ad revenues | 245.6 | 290.2 | -15 % | -12 % |
Premium revenues | 127.1 | 96.4 | +32 % | +32 % |
Truecaller for business | 85.1 | 79.9 | +6 % | +14 % |
Other net sales | 6.2 | 1.4 | +> | |
Net sales | 464 | 467.9 | -1 % | +3 % |
Other revenues | 5.3 | 8.8 | -40 % | |
Total revenues | 469.3 | 476.7 | -2 % | +2 % |
Cost of goods sold | -133.0 | -113.6 | +17 % | |
Gross profit | 331.0 | 354.3 | -7 % | -4 % |
Gross margin | 71.3 % | 75.7 % | ||
Staff costs excl. incentives | -72.3 | -88.3 | -18 % | |
Incentive costs | -26.1 | -23.6 | +11 % | |
Other expenses | -90.3 | -88.6 | +2 % | |
EBITDA and margin | 147.6 / | 162.5 / | -9 % | -6 % |
EBITDA and margin | 173.7 / | 186.2/ | -7 % | -3 % |
EBITDA | 129.6/ | 162.5/ | -20 % | -17 % |
Profit after net | 108.6 | 148.4 | -27 % | |
Net profit | 68.8 | 108.5 | -37 % | |
Average MAU, non-iOS, | 476.2 | 441.7 | +8 % | |
Average DAU, non-iOS, | 411.1 | 379.3 | +8 % |
Preliminary Nature of the Information
The financial information included in this press release is preliminary and unaudited. The final reviewed financial statements for January-September 2026 are expected to be published on the 3rd of November 2026. Differences between the preliminary figures and the final results may arise.
This information is information that Truecaller is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact persons set out above, at 2026-10-19 06:15 CET.
For more information, please contact:
Andreas Frid, Head of IR & Communication
+46 705 29 08 00
andreas.frid@truecaller.com
About Truecaller:
Truecaller (TRUE B) is the leading global platform for verifying contacts and blocking unwanted communication. We enable safe and relevant conversations between people and make it efficient for businesses to connect with consumers. Fraud and unwanted communication are endemic to digital economies. especially in emerging markets. We are on a mission to build trust in communication. Truecaller is an essential part of everyday communication for more than 500 million active users. Truecaller is listed on Nasdaq Stockholm since 8 October 2021. For more information please visit corporate.truecaller.com
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View original content:https://www.prnewswire.com/news-releases/truecaller-announces-preliminary-numbers-for-the-third-quarter-2026-302912239.html
SOURCE Truecaller AB
AI-generated questions and answers. How Rhea-AI works. Not financial advice. Truecaller expects Q3 2026 net sales of SEK 464 million, down 1% year over year on a reported basis. Sales increased 3% in constant currencies and 18% compared with the second quarter of 2026.FAQ
What were Truecaller's preliminary Q3 2026 sales?