• Q1 financial performance: Affle reported year-on-year revenue growth of over 20% (25% across 95%+ of the business) and profit before tax growth exceeding 22%, supported by record conversions and a CPCU rate above 60 rupees.
• Ad Colony acquisition: Affle acquired Ad Colony's SDK, tech stack, and brand for under $5 million, planning to activate the SDK across more than 100,000 apps and reach over 500 million connected devices in developed markets this calendar year.
• Inventory purchasing model: The company does not hold ad inventory, instead purchasing programmatic impressions in real-time across mobile, smart TVs, and other connected devices based on conversion probability.
• M&A growth roadmap: Affle raised capital and appointed third-party advisors to conduct due diligence for a significant M&A transaction targeted by early 2027, maintaining criteria that targets achieve 20% organic growth and 20% EBITDA margins within the first year.
• AI industry impact: Management indicated that artificial intelligence is acting as a clear positive tailwind rather than a disruption for Affle and the broader AdTech industry.