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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Truecaller
Truecaller (TRUE) investor relations material
Truecaller Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary3 Nov, 2026
Executive summary
Q3 net sales were SEK 464.0m, down 1% YoY in SEK but up 3% in constant currency and 18% QoQ; adjusted EBITDA was SEK 148.5m, with a 32.0% margin.
Average MAU reached 476.2m and DAU 411.1m, each up 8% YoY; DAU-to-MAU was 86%.
Premium and Truecaller for Business growth, alongside recovering Business Messaging, offset continued ad pressure; text+ adds recurring-revenue and geographic-diversification opportunities.
Financial highlights
Gross profit fell 7% YoY to SEK 331.0m; reported EBITDA fell 20% to SEK 130.2m and EBIT fell 22% to SEK 113.6m.
Net loss was SEK 22.6m versus SEK 108.5m profit a year earlier, including a SEK 92m provision for the Indian transfer-pricing dispute; EPS was SEK -0.07.
9M net sales declined 17% to SEK 1,218.9m; adjusted EBITDA fell 38% to SEK 300.7m and profit after tax was SEK 61.5m versus SEK 328.2m.
9M reported EBITDA was SEK 282.5m, down 42%; EBIT was SEK 232.9m, down 47%, and EPS was SEK 0.19 versus SEK 0.96.
Operating cash flow before paid income tax and working-capital changes was SEK 157m, versus SEK 177m a year earlier.
Outlook and guidance
No formal forecasts; near-term user-growth challenges are expected to persist in some regions, without the same trend affecting financial performance.
Programmatic ad revenue is expected to improve gradually; new ad infrastructure and auction-model rollout aim to increase competition and improve pricing.
ARPU growth efforts include Premium services, digital consumables, text+ expansion and B2B offerings; further Ads-stack components will be tested and scaled over coming quarters.
Recurring revenues grew 26% YoY in constant currency, including text+ and eSIM; management is building for growth in 2027 and beyond.
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Latest events from Truecaller
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- Record Q4 revenue, 23% sales growth, and new iOS app drive strong expansion outlook.TRUEQ4 2024
Next Truecaller earnings date
Q4 202616 Feb, 2027
Truecaller
Next Truecaller earnings date
Q4 202616 Feb, 2027
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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.