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Edge20 Feb 2026
Dollar General: The Rural Retailer Playbook
How Dollar General built a small-box empire across rural America, scaling value and convenience into one of retail's most durable business models.
Truecaller
Truecaller (TRUE) investor relations material
Truecaller Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary17 Feb, 2026
Executive summary
Q4 average MAU reached 454 million, up 14% year-over-year, with DAU at 393 million and DAU/MAU ratio at 86%.
Net sales for Q4 2025 declined 14% year-over-year to SEK 450.9 million, with full-year net sales up 3% to SEK 1,912.2 million.
Recurring revenues grew 46% in constant currencies, now representing 45% of total revenues, with an annualized run rate of SEK 750 million.
Premium revenues and subscriber intake on Android reached all-time highs, with premium subscriptions up 36% to SEK 106 million.
Major product launches included Family Protection, AI-powered voicemail, and a digital assistant for fraud detection.
Financial highlights
Net sales declined 14% in SEK, 1% in constant currency, with Q4 net sales at SEK 451 million.
EBITDA including incentive costs dropped 49% YoY to SEK 103 million; margin at 22.8%.
Gross margin declined to 71.2% in Q4; full-year gross margin at 75.5%.
Premium subscriptions net sales rose 37% YoY to SEK 106 million, with a 38% increase in average subscribers.
Truecaller for Business net sales up 22% YoY to SEK 88 million; ARR for Verified Business up 9% YoY.
Outlook and guidance
No rebound expected from the largest programmatic ad partner; focus shifting to building a broader ads business.
Truecaller for Business revenue growth rate expected to slow in 2026 due to increased competition and loss of exclusivity in business messaging.
Premium and consumer subscriptions expected to continue strong growth across Android and iOS.
Cost-efficiency initiatives implemented in Q4 2025 will have greater impact in 2026.
Board proposes dividend of SEK 0.28 per share, in line with policy at 25% of profit after tax.
Ad platform pivot timeline & impact
TfB growth outlook 2026 given competition
Projected effective tax rate for 2026
Target direct sales share in ad revenue?
TfB India growth rate post CNAP impact?
Cost reallocation: impact on margins?
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Next Truecaller earnings date
Q1 20267 May, 2026
Truecaller
Next Truecaller earnings date
Q1 20267 May, 2026
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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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