View Future GrowthTruecaller 過去の業績過去 基準チェック /36Truecallerは、平均年間5.5%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間7.6% 10.2%収益成長率で 成長しています。 Truecallerの自己資本利益率は23.3%であり、純利益率は14.8%です。主要情報5.52%収益成長率3.03%EPS成長率Software 業界の成長19.85%収益成長率10.25%株主資本利益率23.30%ネット・マージン14.80%次回の業績アップデート03 Nov 2026最近の業績更新Reported Earnings • Jul 23Second quarter 2026 earnings released: EPS: kr0.16 (vs kr0.34 in 2Q 2025)Second quarter 2026 results: EPS: kr0.16 (down from kr0.34 in 2Q 2025). Revenue: kr401.3m (down 21% from 2Q 2025). Net income: kr51.7m (down 56% from 2Q 2025). Profit margin: 13% (down from 23% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.すべての更新を表示Recent updatesRecent Insider Transactions • Jul 23Chief Operating Officer recently bought kr128k worth of stockOn the 20th of July, Fredrik Kjell bought around 8k shares on-market at roughly kr16.00 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr248k. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr1.0m worth in shares.Reported Earnings • Jul 23Second quarter 2026 earnings released: EPS: kr0.16 (vs kr0.34 in 2Q 2025)Second quarter 2026 results: EPS: kr0.16 (down from kr0.34 in 2Q 2025). Revenue: kr401.3m (down 21% from 2Q 2025). Net income: kr51.7m (down 56% from 2Q 2025). Profit margin: 13% (down from 23% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 36%After last week's 36% share price gain to kr16.77, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Software industry in the United Kingdom. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr29.23 per share.お知らせ • Jul 18Truecaller AB (publ) (OM:TRUE B) entered into an agreement to acquire textPlus, Inc. for $15.0 million.Truecaller AB (publ) (OM:TRUE B) entered into an agreement to acquire textPlus, Inc. for $15.0 million on July 17, 2026. For the twelve-month period ending May 2026, adjusted net revenue amounted to USD 5.2 million. The purchase price for 100% of the shares in TextPlus amounts to USD 15.0 million on a cash and debt free basis and will be financed with own funds. The Acquisition is subject to customary regulatory approvals and closing conditions and is expected to be completed during Q3 2026. DNB Carnegie Investment Bank AB acted as financial advisor, Squire Patton Boggs (US) LLP acted as legal advisor, KPMG AB acted as financial and tax due diligence advisor for Truecaller AB (publ) (OM:TRUE B). Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor, Raine Securities LLC acted as financial advisor for textPlus, Inc.お知らせ • Jun 17Truecaller Provides Update on Recent Developments in Its Advertising BusinessTruecaller provided an update on recent developments in its advertising business. The flag that was introduced on Truecaller’s ad inventory by its largest demand partner’s platform in August 2025 has now been removed. As a consequence, the company has observed a marginal improvement in revenue from the partner during the last few days. As the flag was removed recently, the impact on advertising revenues in the second quarter of 2026 is expected to be limited. The removal is clearly positive, but the company's assessment is that it is too early to draw any firm conclusions regarding the long-term revenue impact. The flag is applied by an algorithm which re-assesses ad inventory continuously, and hence could potentially be applied in the future again, as the company makes updates to the app. The flag originated from an unannounced algorithmic change introduced by the demand partner in mid-August last year, which affected Truecaller. As a result, the performance of Truecaller's ads inventory was significantly reduced, leading to lower advertising revenues from the partner. Continuous improvements and efforts, as well as experimentation in collaboration with the partner since the change in August 2025, have now positively impacted how Truecaller is assessed as a publisher which has led to the removal of the flag. Regardless of the progress with the largest demand partner, Truecaller’s main focus remains to deliver on the long-term ads-strategy which focuses on achieving sustainable growth and reducing volatility in advertising revenue. The strategy includes, but is not limited to: Migration to a new ads architecture where Truecaller so far during the second quarter now has migrated more than 200 million users (30 million users end of First Quarter) with the ambition to have migrated the full user base early in Third Quarter. Implementing a new bidding model for programmatic advertising where all partners are treated equally with the ambition to maximise the yield for every impression. This has been implemented on a small scale already and is expected to be scaled further during the 2nd half of 2026. Grow direct sales through a combination of intelligent user segmentation, unique inventory, scaled up sales efforts and partnership distribution. Further details will be provided in the upcoming interim report and presentation for the second quarter, which is scheduled for release on July 17, 2026.お知らせ • Jun 12Truecaller Launches Truecaller Lite App for Entry-Level Android SmartphonesTruecaller announced the launch of Truecaller Lite, a new app designed specifically for entry-level Android smartphones across Africa, Latin America, and Asia. Many of the markets experiencing the fastest growth in spam and fraud are also those where entry-level Android devices remain the most common way people access the Internet. Yet users of these devices often face limitations in storage, memory, and processing power that can make running feature-rich applications more challenging. Truecaller Lite was built to address that gap. At just 10 MB, Truecaller Lite is a separate, native Android app designed from the ground up for devices with limited resources. The app delivers the protections users rely on most, including caller ID, spam and fraud blocking, and number search, while remaining fast, lightweight, and reliable on entry-level smartphones. Following its initial availability in Nigeria and Colombia earlier this year, Truecaller Lite is now expanding to Kenya, Ghana, Algeria, Chile, Egypt, Iraq, Indonesia, Bangladesh, Sri Lanka, and Malaysia, with additional launches planned across emerging markets. In 2025 alone, Truecaller identified more than 68 billion spam and fraud calls worldwide. Many of the markets most affected by these trends are also those where entry-level Android devices dominate, making accessible protection more important than ever. Truecaller Lite is now available across the expanding launch markets through the Google Play Store.お知らせ • May 25Truecaller AB (publ) Announces Board ChangesTruecaller AB at its Annual General Meeting held on May 22, 2026 approved the election of Mr. Sandeep Bhushan as a new board member. It was noted that the previous board member Helena Svancar had declined re-election.お知らせ • May 22Truecaller Launches Travel eSIM Across 29 CountriesTruecaller launched travel eSIM - the company's first step into mobile data services and a new category for its global user base. Travel eSIM is a fully digital mobile data service that activates in minutes and offers plans from 1 GB over 7 days to 20 GB over 30 days. Customers can buy travel eSIM in 29 markets at launch, through the Truecaller iPhone app or on the web at Truecaller.com. The web opens the product to compatible Android devices from day one. Coverage works globally, so travelers buy at home and stay connected wherever they go. Travel eSIM is currently available to purchase in: Italy, Sweden, Spain, France, Germany, Poland, Portugal, Romania, the Netherlands, Belgium, Ireland, Austria, Finland, the Czech Republic, Denmark, Hungary, the United States, the United Kingdom, Australia, Canada, New Zealand, Switzerland, Norway, Chile, Indonesia, Malaysia, South Africa, Egypt, and Nigeria.収支内訳Truecaller の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BATS-CHIXE:TRUEBS 収益、費用、利益 ( )SEK Millions日付収益収益G+A経費研究開発費30 Jun 261,710253812031 Mar 261,815319854031 Dec 251,949389895030 Sep 252,017479873030 Jun 251,999488859031 Mar 251,951493820031 Dec 241,875524750030 Sep 241,779490707030 Jun 241,719477674031 Mar 241,780560650031 Dec 231,738536616030 Sep 231,750506657030 Jun 231,802544660031 Mar 231,766511661031 Dec 221,778535651030 Sep 221,727588579030 Jun 221,588447622031 Mar 221,347349559031 Dec 211,130258515030 Sep 21923111447030 Jun 21746139299031 Mar 2159046263031 Dec 20491-16234031 Dec 19299-972610質の高い収益: TRUEBSは 高品質の収益 を持っています。利益率の向上: TRUEBSの現在の純利益率 (14.8%)は、昨年(24.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: TRUEBSの収益は過去 5 年間で年間5.5%増加しました。成長の加速: TRUEBSは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: TRUEBSは過去 1 年間で収益成長率がマイナス ( -48.2% ) となったため、 Software業界平均 ( -5.2% ) と比較することが困難です。株主資本利益率高いROE: TRUEBSの 自己資本利益率 ( 23.3% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/16 16:56終値2026/07/28 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Truecaller AB (publ) 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Oscar ErixonCarnegie Investment Bank ABPaul BradleyCitigroup IncRamil KoriaDanske Bank8 その他のアナリストを表示
Reported Earnings • Jul 23Second quarter 2026 earnings released: EPS: kr0.16 (vs kr0.34 in 2Q 2025)Second quarter 2026 results: EPS: kr0.16 (down from kr0.34 in 2Q 2025). Revenue: kr401.3m (down 21% from 2Q 2025). Net income: kr51.7m (down 56% from 2Q 2025). Profit margin: 13% (down from 23% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Recent Insider Transactions • Jul 23Chief Operating Officer recently bought kr128k worth of stockOn the 20th of July, Fredrik Kjell bought around 8k shares on-market at roughly kr16.00 per share. This transaction amounted to 9.5% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth kr248k. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr1.0m worth in shares.
Reported Earnings • Jul 23Second quarter 2026 earnings released: EPS: kr0.16 (vs kr0.34 in 2Q 2025)Second quarter 2026 results: EPS: kr0.16 (down from kr0.34 in 2Q 2025). Revenue: kr401.3m (down 21% from 2Q 2025). Net income: kr51.7m (down 56% from 2Q 2025). Profit margin: 13% (down from 23% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improves as stock rises 36%After last week's 36% share price gain to kr16.77, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Software industry in the United Kingdom. Total loss to shareholders of 58% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr29.23 per share.
お知らせ • Jul 18Truecaller AB (publ) (OM:TRUE B) entered into an agreement to acquire textPlus, Inc. for $15.0 million.Truecaller AB (publ) (OM:TRUE B) entered into an agreement to acquire textPlus, Inc. for $15.0 million on July 17, 2026. For the twelve-month period ending May 2026, adjusted net revenue amounted to USD 5.2 million. The purchase price for 100% of the shares in TextPlus amounts to USD 15.0 million on a cash and debt free basis and will be financed with own funds. The Acquisition is subject to customary regulatory approvals and closing conditions and is expected to be completed during Q3 2026. DNB Carnegie Investment Bank AB acted as financial advisor, Squire Patton Boggs (US) LLP acted as legal advisor, KPMG AB acted as financial and tax due diligence advisor for Truecaller AB (publ) (OM:TRUE B). Gunderson Dettmer Stough Villeneuve Franklin & Hachigian, LLP acted as legal advisor, Raine Securities LLC acted as financial advisor for textPlus, Inc.
お知らせ • Jun 17Truecaller Provides Update on Recent Developments in Its Advertising BusinessTruecaller provided an update on recent developments in its advertising business. The flag that was introduced on Truecaller’s ad inventory by its largest demand partner’s platform in August 2025 has now been removed. As a consequence, the company has observed a marginal improvement in revenue from the partner during the last few days. As the flag was removed recently, the impact on advertising revenues in the second quarter of 2026 is expected to be limited. The removal is clearly positive, but the company's assessment is that it is too early to draw any firm conclusions regarding the long-term revenue impact. The flag is applied by an algorithm which re-assesses ad inventory continuously, and hence could potentially be applied in the future again, as the company makes updates to the app. The flag originated from an unannounced algorithmic change introduced by the demand partner in mid-August last year, which affected Truecaller. As a result, the performance of Truecaller's ads inventory was significantly reduced, leading to lower advertising revenues from the partner. Continuous improvements and efforts, as well as experimentation in collaboration with the partner since the change in August 2025, have now positively impacted how Truecaller is assessed as a publisher which has led to the removal of the flag. Regardless of the progress with the largest demand partner, Truecaller’s main focus remains to deliver on the long-term ads-strategy which focuses on achieving sustainable growth and reducing volatility in advertising revenue. The strategy includes, but is not limited to: Migration to a new ads architecture where Truecaller so far during the second quarter now has migrated more than 200 million users (30 million users end of First Quarter) with the ambition to have migrated the full user base early in Third Quarter. Implementing a new bidding model for programmatic advertising where all partners are treated equally with the ambition to maximise the yield for every impression. This has been implemented on a small scale already and is expected to be scaled further during the 2nd half of 2026. Grow direct sales through a combination of intelligent user segmentation, unique inventory, scaled up sales efforts and partnership distribution. Further details will be provided in the upcoming interim report and presentation for the second quarter, which is scheduled for release on July 17, 2026.
お知らせ • Jun 12Truecaller Launches Truecaller Lite App for Entry-Level Android SmartphonesTruecaller announced the launch of Truecaller Lite, a new app designed specifically for entry-level Android smartphones across Africa, Latin America, and Asia. Many of the markets experiencing the fastest growth in spam and fraud are also those where entry-level Android devices remain the most common way people access the Internet. Yet users of these devices often face limitations in storage, memory, and processing power that can make running feature-rich applications more challenging. Truecaller Lite was built to address that gap. At just 10 MB, Truecaller Lite is a separate, native Android app designed from the ground up for devices with limited resources. The app delivers the protections users rely on most, including caller ID, spam and fraud blocking, and number search, while remaining fast, lightweight, and reliable on entry-level smartphones. Following its initial availability in Nigeria and Colombia earlier this year, Truecaller Lite is now expanding to Kenya, Ghana, Algeria, Chile, Egypt, Iraq, Indonesia, Bangladesh, Sri Lanka, and Malaysia, with additional launches planned across emerging markets. In 2025 alone, Truecaller identified more than 68 billion spam and fraud calls worldwide. Many of the markets most affected by these trends are also those where entry-level Android devices dominate, making accessible protection more important than ever. Truecaller Lite is now available across the expanding launch markets through the Google Play Store.
お知らせ • May 25Truecaller AB (publ) Announces Board ChangesTruecaller AB at its Annual General Meeting held on May 22, 2026 approved the election of Mr. Sandeep Bhushan as a new board member. It was noted that the previous board member Helena Svancar had declined re-election.
お知らせ • May 22Truecaller Launches Travel eSIM Across 29 CountriesTruecaller launched travel eSIM - the company's first step into mobile data services and a new category for its global user base. Travel eSIM is a fully digital mobile data service that activates in minutes and offers plans from 1 GB over 7 days to 20 GB over 30 days. Customers can buy travel eSIM in 29 markets at launch, through the Truecaller iPhone app or on the web at Truecaller.com. The web opens the product to compatible Android devices from day one. Coverage works globally, so travelers buy at home and stay connected wherever they go. Travel eSIM is currently available to purchase in: Italy, Sweden, Spain, France, Germany, Poland, Portugal, Romania, the Netherlands, Belgium, Ireland, Austria, Finland, the Czech Republic, Denmark, Hungary, the United States, the United Kingdom, Australia, Canada, New Zealand, Switzerland, Norway, Chile, Indonesia, Malaysia, South Africa, Egypt, and Nigeria.