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Truecaller (TRUE) investor relations material

Truecaller Q2 2025 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 2025 earnings summary18 Jul, 2025

Executive summary

  • Achieved 15% year-over-year growth in monthly active users, reaching 427 million, and 16% growth in daily actives, with strong user stickiness at 86%.

  • Net sales grew 9% in SEK to 496 million in Q2 2025, with constant currency growth of 21%, and all revenue streams contributing.

  • Premium subscribers surpassed 3 million globally, with iOS subscriptions exceeding 1 million and iOS subscriber growth at 50% year-over-year.

  • Recurring revenues now represent one-third of total revenues, growing 50% in constant currencies.

  • Launched new ad formats (Masthead, Play), enhanced fraud detection, and introduced Secure Calls for business customers.

Financial highlights

  • Net sales reached SEK 496 million in Q2, up 9% year-over-year; in constant currencies, net sales were SEK 551 million, up 21%.

  • EBITDA excluding incentive costs rose 20% to SEK 212 million (margin 42.6%), and 38% in constant currencies.

  • Gross margin improved to 77.3% year-over-year, driven by higher direct ad sales and business revenues.

  • Subscription revenue increased 35% in SEK and 48% in constant currency; number of subscribers up 28%, ARPU up 10%.

  • Cash and short-term investments at period end: SEK 1,037.5 million.

Outlook and guidance

  • Optimistic about Q3 ad market and continued user and revenue growth, though external and geopolitical risks remain.

  • Direct ad sales and premium subscriber growth expected to continue as key drivers.

  • Focus on recurring revenues, premium subscriptions, and business solutions.

  • No formal forecasts published; management maintains positive outlook.

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Frequently asked questions

Truecaller is a communication platform for verifying contacts and blocking unwanted calls and messages worldwide. Truecaller can identify spam calls, search for people using numbers, chats over texts and make calls from within the application to prove identity. The users of Truecaller have the option to verify their contacts and block unwanted calls, messages, SMSs and faxes. Truecaller also offers services through its "Rupeebox" service where a user can fill out forms for services for government agencies, energy companies or banks etc., online using their mobile devices instead of hard copies. Truecaller was founded in 2009 and is headquartered in Stockholm, Sweden.

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