• AdColony asset acquisition: Affle acquired AdColony assets from Digital Turbine for approximately $4.7 million to deepen publisher SDK integrations, enhance audience intelligence, and strengthen its footprint in developed markets.
• Medium-term growth outlook: The company maintains guidance of 20%-plus top-line growth alongside faster bottom-line expansion, with the acquisition enhancing predictability and guidance dependability.
• CPCU rate trajectory: Cost per converted user currently averages around 60 and is projected to inch higher across quarters as the platform delivers more premium conversions across specialized industry verticals.
• Fundraising and M&A: Backed by an approved ₹1,100 crore warrant issue with 25% upfront promoter capital, Affle is evaluating future acquisitions that can deliver at least 20% organic growth and a 20% EBITDA margin.