TechCrunch
28 Sept 2026, 04:30 UTC · 2h ago
Verdict
Headline takes no side. We score ORCL −0.40 across four claims — moderately bearish.
−0.40moderately bearish
More negative than 69% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 3 new · 1 priced in
India's telecom regulator last week ordered caller-ID apps to share user-submitted spam reports with telecom operators.
Newoccurred last week
More negative than 85% of claims this week
Truecaller launched Scam Checker on Sunday, a free web and Android tool for verifying suspicious phone numbers, links, and messages without requiring an account.
New
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Scored by the NIS engine · methodology.
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So whatBy capturing a portion of the 14 million monthly web searches for fraud verification, the company aims to increase top-of-funnel lead generation for its app subscriptions.
More positive than 66% of claims this week
The company is expanding its focus beyond caller ID due to competition from Apple, Google, and India's government-backed Calling Name Presentation service.
Priced inmulti-year trends and existing services
So whatIncreased commoditization of core caller ID in its 350 million user Indian market puts downward pressure on ARPU for the next fiscal year.
More negative than 69% of claims this week
Truecaller evaluated 12.9 billion messages globally and flagged 20.3 million as fraudulent between September 14 and 20.
Newdata for period Sep 14-20
So whatA fraud detection rate of ~0.16% provides a baseline for the efficacy of its risk database as it expands into B2B enterprise services.
More positive than 45% of claims this week
Which stocks this story touches
More negative than 69% of ticker scores this week
Oracle has issued a force majeure notice regarding its New Mexico Stargate data center, indicating project delays or contractual failures.
More negative than 63% of ticker scores this week
Apple is cited as a source of competitive pressure for Truecaller's core business through its own caller identification features.
More negative than 63% of ticker scores this week
Google is cited as a source of competitive pressure for Truecaller's core business through its own caller identification features.
Near neutral — 92% of ticker scores this week are stronger
Mentioned in the context of a new wearable for AI agent, but the article provides no specific positive or negative valuation impact.
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Reuters
3h ago
More positive than 35% of relationship scores this week
[mutual] Google has added caller identification and spam-protection features that compete with Truecaller's core business.
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ORCL hasn't traded since this ran. Last close $137.08 (Sep 25); the reaction starts at the next open.
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