Brands
Caller of the Wild: Truecaller Rings in Record Growth with 15m New Users
MUMBAI: Truecaller has dialled into another stellar quarter and this time, it’s all about strong signals and even stronger numbers. The Swedish platform, best known for helping users identify who’s calling and block the rest, has reported a 21 per cent surge in net sales (in constant currencies) for Q2 2025, clocking in at SEK 496.4 million which is around 47 million dollars.
Even in Swedish Krona, which saw a sharp rally, growth was a healthy 9 per cent. The company’s EBITDA margin (excluding incentive costs) rose to a punchy 42.6 per cent, with absolute EBITDA at SEK 211.6 million up 20 per cent year-on-year.
More than just the money, the momentum was visible in user growth: Truecaller added 15 million monthly active users this quarter alone, pushing its non-iOS MAUs to 426.6 million. That’s a 55.3 million jump from Q2 2024, a clear sign that spam isn’t winning.
Subscriptions were on a tear too, with paying users now crossing the 3 million mark including 1 million on iOS. Subscription revenues shot up by 48 per cent in constant currency, while Truecaller for Business climbed 53 per cent. Advertising revenue, despite currency drag, held steady with 11 per cent growth in constant terms.
To boost its ads play, the company launched the Truecaller Masthead and Truecaller Play, expanding its video and display offerings. It also introduced an in-house AI recommendation engine, tested with Uber and Bajaj Auto, which showed promising upticks in click-throughs and conversions.
India, its biggest market, recorded a 5 per cent growth in Q2 net sales. But the Middle East and Africa (MEA) stole the spotlight with a 23 per cent jump, followed by an 18 per cent rise in the rest of the world.
Still, it wasn’t all sunshine profit after tax dipped to SEK 118 million (from 123 million), thanks in part to the strong Krona. Yet Truecaller CEO Rishit Jhunjhunwala remains upbeat: “We’re solving everyday communication problems and building long-term value. The future looks bright and spam-free.”
With AI-fuelled growth, a booming subscriber base and a sharp eye on regional expansion, Truecaller’s trajectory might just be the one call everyone wants to answer.
Brands
Domino’s Q1 profit falls 6.6 per cent, announces $1 billion buyback
Sales rise 3.4 per cent as pizza giant balances growth and shareholder returns
NEW YORK: Domino’s reported a mixed start to 2026, with first-quarter net income slipping even as global sales and store expansion held steady. The company also announced a fresh $1 billion share buyback, underlining its continued focus on shareholder returns.
Global retail sales rose 3.4 per cent on a constant-currency basis to $4.74 billion. The US remained a key growth engine, with same-store sales inching up 0.9 per cent, supported by a 1.5 per cent rise at company-owned outlets.
International markets, however, painted a more uneven picture. While Domino’s added 161 net new stores overseas during the quarter, international same-store sales declined 0.4 per cent. Overall revenues still climbed 3.5 per cent to $1.15 billion, driven by higher supply chain revenues and a 2.6 per cent increase in food basket pricing for franchisees.
On the profitability front, net income fell 6.6 per cent to $139.8 million, compared to $149.7 million a year earlier. Diluted earnings per share dropped to $4.13 from $4.33. The decline was largely attributed to a $30 million unfavourable swing in unrealised gains linked to its investment in DPC Dash Ltd.
Despite this, operational performance showed resilience. Income from operations rose 9.6 per cent to $230.4 million, supported in part by a $7.8 million pre-tax gain from the sale of a corporate aircraft.
Domino’s footprint continued to expand, with the company ending the quarter at 22,322 stores across more than 90 markets. In the US, digital orders remained dominant, accounting for over 85 per cent of retail sales in 2025.
The company also maintained its dividend payout, declaring $1.99 per share, payable on 30 June 2026. After repurchasing $75.1 million worth of stock during the quarter, the new authorisation lifts the total available for buybacks to $1.29 billion.
Domino’s chief executive officer Russell Weiner said the company’s scale and store-level economics position it well to capture further market share in 2026, even as competition intensifies.
As Domino’s leans into expansion and capital returns, the latest results show a business managing short-term pressures while keeping its long-term growth strategy firmly in play.
