Truecaller slashes 70 jobs amid declining ad sales

Truecaller 广告收入下滑，裁员 70 人

Sweden-based caller ID company Truecaller said it will cut 70 jobs, or roughly 15% of its workforce, in the second quarter, as the company posted its Q1 2026 results with a decline in revenue and profits. 总部位于瑞典的来电识别公司 Truecaller 表示，将在第二季度裁员 70 人，约占其员工总数的 15%。此前，该公司公布的 2026 年第一季度财报显示，其营收和利润均出现下滑。

Truecaller blamed real-money gaming in India, changes in advertising partner algorithms, and conflict in the Middle East for the slide. As TechCrunch reported last month, the company is already facing challenges from India’s telecom-led solutions, such as Calling Name Presentation (CNAP) identification service, and 5% year-on-year decline in downloads last year. Truecaller 将业绩下滑归咎于印度真钱博彩业的监管变化、广告合作伙伴算法的调整以及中东地区的冲突。正如 TechCrunch 上月报道的那样，该公司已面临来自印度电信运营商主导的解决方案（如来电名称显示服务 CNAP）的挑战，且去年下载量同比下降了 5%。

In its Q1 2026 results, Truecaller’s net sales dropped 27% to 362 million SEK ($39.34 million). In its biggest market, India, net sales dipped by 41% year-on-year. In addition, ad revenues declined by 44%. 在 2026 年第一季度财报中，Truecaller 的净销售额下降了 27%，至 3.62 亿瑞典克朗（约合 3934 万美元）。在其最大的市场印度，净销售额同比下降了 41%。此外，广告收入下降了 44%。

“The year-on-year comparison looks especially weak given that Q1 and Q2 last year included a large contribution coming from the real money gaming sector in India in connection with the IPL season that takes place around this time. The situation in the Middle East also reduced our revenues from that region,” Truecaller CEO Rishit Jhunjhunwala said during the earnings call. Truecaller 首席执行官 Rishit Jhunjhunwala 在财报电话会议上表示：“同比数据看起来特别疲软，因为去年第一和第二季度的收入中，很大一部分来自印度真钱博彩行业，这与当时举行的印度板球超级联赛（IPL）赛季有关。中东地区的局势也减少了我们在该地区的收入。”

Last August, India banned real-money gaming apps such as Dream 11 and MPL that allowed users to use money to play fantasy sports. Industry bodies estimated that the real-money gaming industry was worth $23 billion in India. Because of this shutdown, platforms on which these real-money apps are advertised were deprived of that revenue. 去年 8 月，印度禁止了 Dream 11 和 MPL 等允许用户投入资金参与梦幻体育游戏的真钱博彩应用。行业机构估计，印度的真钱博彩业价值 230 亿美元。由于这些应用的关停，此前投放这些广告的平台失去了相应的收入来源。

Truecaller also said that the revenue decline in the ad business was also due to a programmatic partner, identified as Google by an analyst earlier this year, changing its algorithms. Truecaller 还表示，广告业务的收入下滑也归因于一家程序化广告合作伙伴（分析师今年早些时候指出该合作伙伴为谷歌）调整了其算法。

There were only a few positives for the company this quarter. First, it crossed the mark of 500 million active users. Plus, its subscription revenue increased by 27%, representing 31% of net sales. The company has been adding features like AI Assistant and Family Protection to make its paid offerings more attractive. 本季度公司仅有少数亮点。首先，其活跃用户数突破了 5 亿大关。此外，订阅收入增长了 27%，占净销售额的 31%。公司一直在增加 AI 助手和家庭保护等功能，以提升其付费产品的吸引力。

Truecaller’s stock has dipped by over 26% this year and by over 79% in the last 12 months. However, after the Q1 results, it has seen some recovery. Truecaller 的股价今年已下跌超过 26%，过去 12 个月跌幅超过 79%。不过，在第一季度财报发布后，股价出现了一定程度的回升。