Tech
Truecaller faces mounting pressures as its growth matures
Truecaller is one of the world’s most widely used caller identification platforms, with more than 500 million users. Now it’s entering a more challenging phase as growth slows in its largest market and competition intensifies across telecom networks and smartphone platforms.
Much of Truecaller’s growth has been driven by India, which accounts for over 350 million users, or about 70% of its global base. The volume of spam and unwanted calls has turned the app from a simple caller ID service into a more embedded layer of everyday communication.
That position is now shaping its next phase. The company has introduced features such as AI Assistant and Family Protection to drive monetization, alongside tools like Community Suggestions to stay relevant as competition intensifies. This comes as telecom-led solutions such as Calling Name Presentation (CNAP), dedicated number series for verified business calls, and AI-based spam protection gain traction in India. Meanwhile, smartphone makers including Apple and Google continue to build caller identification and spam-blocking capabilities into their operating systems.
As competition increases, Truecaller’s growth is starting to slow. Data shared with TechCrunch from Sensor Tower shows downloads from India fell 16% year-over-year in 2025, while global downloads declined 5%, marking a reversal after several years of growth. Separate data from Appfigures shows downloads peaked at 175 million in 2021, dropped sharply in 2022 and have since hovered around 120 million annually.

India remains Truecaller’s largest market, but its share of downloads has declined from over 70% at its peak to the mid-50s in recent years, pointing to a gradual shift in new user growth toward other markets.
Truecaller’s shift in growth dynamics is being closely watched by investors. The company’s shares have fallen about 78% since its 2021 IPO and are down around 37% so far this year, underscoring investor concerns about its growth outlook and business model. Chief Executive Rishit Jhunjhunwala told TechCrunch that one of the key questions from investors has been around the impact of CNAP in India. He also acknowledged recent headwinds in parts of the business, without elaborating further.
CNAP, an initiative pushed by India’s telecom regulator and is being implemented by telecom operators, displays caller names based on KYC records at the network level without requiring third-party apps. This overlaps with part of Truecaller’s core offering, but is more limited in scope.
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Truecaller’s Jhunjhunwala said the company does not see CNAP as a disruption but as validation of the problem.
“Truecaller operates as a global platform with a much richer and dynamic intelligence layer — spanning spam detection, fraud prevention, business identity, and user context across calls and messages,” he said. “This allows us to go significantly beyond basic caller ID.”

Bharath Nagaraj, director of equity research at Cantor Fitzgerald, said CNAP could slow user growth but is unlikely to materially disrupt Truecaller’s core business in the near term. Instead, he pointed to pressure in the company’s advertising segment — driven in part by changes from Google — as the more immediate challenge.
“If you look at the earnings for the company, 65%–70% of it now comes from ad revenue. And that impacted recently,” Nagaraj told TechCrunch.
In its last earnings call (PDF), Truecaller said that it lost roughly one-third of ad traffic from its largest partner in August 2025 — a partner analysts on the call identified as Google. Jhunjhunwala attributed the drop to an unresolved “algorithm issue,” while CFO Odd Bolin said the partner still accounts for more than a third of total revenue. The company is now adding new partners and building its own ad exchange to reduce dependence on any single platform.
But even moving to an in-house ad exchange may not fully address the challenge. Advertising remains highly competitive, with brands able to spend across multiple digital platforms, said Nagaraj. “You can show your ads on Truecaller, but you can also show them on Facebook,” he said.
In-app revenue continues to grow
The pressure on advertising comes even as other parts of Truecaller’s business are on a different trajectory. Data from Appfigures shows that while downloads have plateaued in recent years, gross in-app revenue has risen sharply — from $600,000 in 2017 to $39.3 million in 2025. It has already reached $13.4 million this year as of April 20.
Monthly revenue generated by in-app purchases on Truecaller is now consistently above $2 million and still climbing, per Appfigures.

Truecaller’s presence on iOS has also grown from less than 5% of its total downloads in 2020–2021 to around 11–12% in recent years, per Appfigures, highlighting a shift toward higher-value markets. The company has stepped up efforts on Apple’s platform, including launching real-time caller ID for iPhone in early 2025 and rolling out feature updates to improve parity with its Android app.
Nonetheless, Apple recently expanded its call-screening capabilities, which could reduce the need for third-party apps among iPhone users.
Another key pillar of Truecaller’s monetization strategy is its enterprise offering, Truecaller for Business, which enables companies to verify their identities and communicate with customers via calls and messaging. The segment has been growing steadily, with revenue rising 39% in constant currency in 2025. Truecaller’s Jhunjhunwala said the company is expanding the platform globally by opening its chat services to partners and offering tools such as verified business caller ID to help enterprises verify identity and reach customers.
Alongside its enterprise push, Truecaller has also been expanding its consumer subscription business, which has over 4 million paid subscribers globally, as more users opt for features such as advanced spam protection, AI-based call screening, and an ad-free experience.
In the past, Truecaller has been criticized over how it builds and maintains its vast database of phone identities. An investigation by The Caravan raised questions about consent and data collection practices, particularly in India, where data protection laws have so far been less stringent. Truecaller has denied wrongdoing and maintains that it complies with applicable regulations, but the debate underlines the broader challenge of balancing utility, scale, and user privacy.
Despite all these challenges, Truecaller sees significant room for growth. The company is focused on addressing the rising complexity of communication, Jhunjhunwala said, as spam and scam calls become more sophisticated with advances in AI. Similarly, it plans to expand across all three revenue streams — advertising, enterprise services, and premium subscriptions — as it looks to sustain growth across markets. Whether that will be enough, however, may depend on how quickly it can adapt as caller identification shifts from standalone apps to the network, and to the phone itself.
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Tech
Googlebook vs MacBook Neo: Which Laptop Is Better for Everyday Work?
Compare Googlebook and MacBook Neo on price, apps, battery, hardware, AI, and phone integration to see which laptop better fits everyday work.
The post Googlebook vs MacBook Neo: Which Laptop Is Better for Everyday Work? appeared first on TechRepublic.
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Tech
At Meta Connect, the company’s smart glasses were everywhere
If there was one thing that was obvious this from Meta Connect this year, it’s that the social media giant is all-in on its burgeoning line of smart glasses.
Indeed, the glasses were pretty much everywhere at the annual event, where Meta shows off its newest hardware and AI products. Both Meta staff and the flocks of influencers who frequent the event seemed to arrive with the glasses glued to their faces. Most of the demos the company offered this week also involved the glasses.
I swiftly joined the bespectacled masses and found myself trying on pair after pair of Meta’s high-tech specs.
One of the more notable products I had an opportunity to demo were Meta’s new, still-unreleased, audio-only smart glasses. News of these glasses emerged not long after the company weathered accusations that it was selling “pervert glasses,” with critics alleging that its camera-equipped specs could be used for nefarious surveillance purposes.
The new glasses come equipped with six microphones, but no camera, and they have no native way to record your surroundings, which should go a long way toward easing privacy concerns. They are significantly lighter than any of the other smart glasses I’ve worn, and they were quite comfortable.
The Meta staffer I talked to emphasized the glasses’ entertainment and communication options: you can listen to music easily (they’re more comfortable than earbuds) and take phone calls without reaching for your phone.
The glasses will also integrate with Muse, Meta’s personal agentic system, which can carry out tasks on the user’s behalf. The new integration, which isn’t yet available to the public, lets wearers speak to Muse and give it commands verbally. Meta also plans to personalize the agent, letting users pick from an assortment of cute digital avatars that can represent the agent when it communicates with them.
I was given an opportunity to try this out, which was fun but also somewhat comical. You have to be very direct with the agent, and you can’t talk to anyone else at the same time or it will get confused. Problematically, I kept chatting intermittently with the Meta staffer who’d given me the glasses, and the agent kept thinking I was speaking to it, so it would talk over her.
Still, in the right context, it’s easy to see how this new integration could be incredibly useful. If you don’t mind being seen in public talking to your own sunglasses, you’ll be able to ask Muse to take care of various digital tasks for you, like sending emails or reciting to-do lists, and it will handle them while you’re out grocery shopping or having a beer. You can also ask the glasses anything, and like a mobile version of ChatGPT, they’ll spit out an answer. (I asked the glasses a question about World War II, and they gave me a succinct and historically accurate response.)
Finally, I also got to test-drive a second audio-only pair: Meta’s new glasses for the hearing impaired. Given that hearing loss affects many families (some 50 million Americans are said to have some level of hearing loss), this device, unlike a lot of other modern tech gadgets, serves a clear and practical purpose.

I spoke briefly with a member of Meta’s research team who said the glasses had been in development for some five years, and he pointed out a price difference that could make them appealing: whereas a lot of hearing aids can run as high as $1,600, the glasses will sell for $150.
The experience of wearing these glasses was interesting. Meta had me put earplugs in before trying them on to simulate the hearing loss that the glasses are meant to help users overcome. Once the glasses were on, they seemed to amplify the voice of the person I was talking to. Users can switch the amplification from focused, which zeroes in on the person in front of them, to omnidirectional, which picks up sound from all around them, depending on how they want to experience their surroundings.
Mark Zuckerberg has made it clear that he believes smart glasses are the future, and it’s evident that his company is doing its best to fulfill that mandate. But smart glasses remain a niche that has yet to truly find its footing. What was most obvious at Connect is that Meta has — in an attempt to succeed where others have failed — cast a very wide net, trying to make its glasses stylish, functional, and, most of all, useful.
Is this the future? Unsurprisingly, everyone at Connect seemed to think so. I suppose we’ll have to see if the rest of the world follows suit.
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Tech
Crusoe abandons $1.25B plan to use Boom turbines at AI data centers
Crusoe, a Denver-based AI data center startup that recently raised $3.9 billion, has ended plans to use a new line of stationary power plants developed by fellow Denver company Boom Supersonic.
Founded in 2018 as a bitcoin miner that ran on excess natural gas from oil fields, Crusoe has since become one of the biggest builders of AI data centers, including a massive campus in Abilene, Texas, that supplies computing power to OpenAI.
Boom Supersonic, which is developing a supersonic passenger jet called Overture, launched a new business last year to sell a version of the engine it’s developing for that jet as natural gas-fired stationary power plants. Its Superpower turbine shares about 80% of the same parts with that airborne engine, called Symphony.
Crusoe had signed on to be the first customer for this business, agreeing to spend $1.25 billion on 29 of Boom’s 42-megawatt Superpower turbines. The first deliveries were supposed to begin in 2027. But that deal has since fallen apart, according to Boom Supersonic CEO Blake Scholl.
Friday, in a post on X, after congratulating Crusoe founders Cully Cavness and Chase Lochmiller on the company’s recent raise, Scholl said the companies are no longer moving forward with the turbine launch partnership. Although he did note that other customers were in its pipeline.

“The TL/DR is that turbines are no longer part of Crusoe’s near term primary power mix at Abilene/etc., so a launch partnership just didn’t make sense,” he wrote in the post. “Boom will be delivering about 250MW of Superpowers next year to other sites, and we’re targeting 1GW in 2028. We’re grateful for the help Crusoe gave us in shaping Superpower and continue cheering for their successes. The future is long, and we look forward to potentially teaming up if/when turbines become part of their primary power mix.”
Crusoe confirmed to TechCrunch that it is no longer doing business with Boom.
“We build AI factories from the power up, and we’re bringing new campuses online across the country, powered by innovative energy sources,” spokesperson Andrew Schmitt said in an email. “As our portfolio grows, we stay flexible, choosing the energy solutions that are right for each site as its needs evolve – including turbines, along with wind, solar, batteries and the grid. While Boom has been a great partner, the partnership isn’t the right fit today. We wish them well.”
Losing its launch customer is seemingly a setback for Boom, which raised $300 million last year, largely to commercialize the new business. The idea, Scholl told TechCrunch at the time, was to use profits from the stationary power plant business to fund the development of Overture.
Scholl could not be reached for comment before publication; TechCrunch will update this article if he responds.
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