Truecaller: slowdown from CNAP, OS features and ad risks

Observation from telecom and mobile apps: Truecaller faces slower growth and stiffer competition.

Per TechCrunch, India downloads fell 16% in 2025 and global downloads 5%; India’s share dropped from ≈70%.

The company is rolling out an AI assistant, Family Protection, Community Suggestions, expanding subscriptions and B2B (Truecaller for Business).

Key risks: CNAP, native Apple/Google features, and reduced ad traffic from a major partner; Truecaller is building its own ad exchange.

Why it matters: shifting ID to the network/OS alters the monetisation model.

Can Truecaller retain leadership and monetise under these conditions?

#Truecaller #telecom #monetisation #cybersecurity