Laddar populära aktier...
Redeye provides further commentary on the Indian tax authorities’ visit to Truecaller’s India offices, which raised concerns in the market i...
Redeye states that the Q3 report was solid, with ad revenues returning to y/y growth, while recurring revenues continue to grow at a high an...
Redeye comments on Truecaller’s Q3 2024 report and the new CEO appointment.
Redeye comments on Truecaller ahead of its Q3 results, which are due on 7 November.
Redeye comments on last night's selling from two of Truecaller's largest shareholders (Kleiner Perkins and Peak XV).
Redeye comments on its latest insights regarding regulatory development in India, partly about the rollout of the CNAP solution, but also ab...
Redeye states that with improved growth rates for recurring revenues, Truecaller is quickly becoming more predictable and stable financially...
Redeye thinks the Q2 report was slightly better than expected - being in line with consensus estimates on sales but beating estimates on adj...
Redeye comments on Truecaller ahead of its Q2 results, which are due on 19 July.
Redeye comments on recent news from Apple about its intention to open up its ecosystem to third-party developers like Truecaller, creating n...
Redeye comments on the news from Google, where it is developing a new scam detection feature.
Redeye updates its estimates after reviewing Truecaller's Q1 report, which showed higher sales and profitability than expected.
Redeye states that the Q1 report from Truecaller was better than expected.
Redeye comments on Truecaller’s newly proposed dividend policy, which we believe de-risks the case while allowing continued M&A to expand it...
Redeye comments on Truecaller ahead of its Q1 results (due 7 May).
Redeye states that while the Q4 report was in line with expectations, ad prices remains muted and with no improvements in sight, we have rev...
Redeye thinks the Q4 report from Truecaller was in line with expectations.
Redeye updates its estimates ahead of the Q4 report (due 20 February).
Redeye states that while the Q3 report was a clear dissapointment, the share-price reaction was overly dramatic.
Redeye thinks the Q3 report from Truecaller was weaker than anticipated, particularly the monetization of ads.
Redeye believes the acquisition of TrustCheckr is logical as it adds an essential part to Truecaller’s Risk offering within TfB.
Redeye updates its estimates ahead of the Q3 report (due 27 October) with a small downward adjustments on EPS, mainly from slightly higher O...
Redeye comments on the new data regulation in India, which once again reminds investors of the regulatory risk with Truecaller.
Redeye states that Truecaller's Q2 report was strong in all aspects.
Redeye states that the Q2 report was very strong with solid underlying KPIs, strong revenues from all parts, and good cost control - leading...
Redeye updates its estimates ahead of the Q2 report (due 21 July) with a small upward adjustments on EPS, mainly from higher Ads revenues an...
Redeye thinks the worst quarter has now passed and that the remainder of 2023 looks brighter, especially with IPL likely to boost Q2 topline...
Redeye states that Truecaller delivered revenues below estimates, but that adjusted EBIDTA beat consensus expectations by a notch, stemming ...
Redeye updates its estimates ahead of the Q1 report (due 11 May) with slight downward adjustments, mainly from a lower CPM rate as the India...
Redeye thinks that the Q4 report was indeed weak, but that the stock market's reaction was too big.
Redeye argues that the Q4 report was rather weak, but that the weakness fully orignates from external macroeconomic factors that are unavoid...
Redeye updates its estimates ahead of the Q4 report (due 22 February) with slight downward adjustments, mainly from a lower CPM rate due to ...
Redeye lowers its estimates slightly on the back of Truecaller’s Q3 2022 report but maintains its long-term fundamental view and reiterates ...
Redeye states that the Q3 report was more or less in line with estimates, albeit somewhat on the lower side.
Redeye updates its estimates ahead of the Q3 report (due 11 November).
Redeye states that while some issues have now been resolved, it still thinks there are uncertainties around data consent/compliance as well ...
Redeye thinks the short-seller report by Viceroy holds several worrying points, some that were partially known from before and others that w...
Redeye views last week’s regulatory proposal in India as a minor event that will likely not affect either revenue or earnings.
Redeye states that the Q2 report was very strong, but some of the strength was temporary.
Redeye states that the Q2 report was very strong as it beat Redeye's estimates on both revenue and profitability.
Redeye updates its estimates for the Q2 report, with slightly lower sales but a higher operating margin – Redeye reiterates its valuation.
Redeye initiates coverage of Truecaller, the world’s leading platform for verifying contacts and blocking unwanted calls and messages.
