Stockholm – October 19, 2026 -- Truecaller expects third-quarter 2026 net sales of SEK 464 million (468), a 3% rise in constant currencies year over year and an 18% increase on the second quarter, according to preliminary unaudited figures.
Ad revenue falls 12% year over year but rebounds 23% on the quarter
Ad revenues are expected at SEK 245.6 million (290.2), down 12% in constant currencies from the third quarter of 2025 and up 23% from the previous quarter. CEO Rishit Jhunjhunwalam said the company is moving to its own ad platform and auction process, and revenue improved gradually during the quarter.
Premium revenue jumps 32% to SEK 127.1 million
Premium revenues are expected at SEK 127.1 million (96.4), up 32% in constant currencies year over year. Truecaller for Business is expected to bring in SEK 85.1 million (79.9), up 14% in constant currencies year over year and 15% on the previous quarter.
Business Messaging volumes now exceed those of a year ago following the shift to a multi-partner model. Verified Business was stable, according to the CEO.
EBITDA declines 6% year over year but climbs 68% on the quarter
EBITDA excluding non-recurring items tied to the TextPlus acquisition is expected at SEK 147.6 million (162.5). That is roughly 6% lower in constant currencies than a year earlier and 68% higher than in the previous quarter.
The preliminary EBITDA margin is 31.8% (34.7%). Excluding incentive costs and non-recurring items, the margin is expected at 37.4% (39.8%).
Jhunjhunwalam said total net sales are "back to growth year-over year in local currency" and that profitability has returned to a healthy level.
Non-iOS user base reaches 476.2 million, adding 34.5 million in a year
Average non-iOS monthly active users totaled 476.2 million, up 34.5 million from the same period last year and up 5.2 million during the quarter. The CEO described user growth as somewhat slower than historically. He said the company is focusing on monetizing its existing base and on demand beyond its established markets.
The final reviewed financial statements for January-September 2026 are due on 3 November 2026, and differences from the preliminary figures may arise.