Affle 3i · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
71%
Numeric claims
1
Consistency
contradicted
Question ledger
Ashwin · Research desk
partialYes, the RMG issue did did impact uh in this quarter but that was offset by uh better demand and early demand because of Diwali being early today this time. So therefore in uh we saw a lot of the advertisers increasing their campaign budget spends earlier in the month of September. So we saw benefit from that.
Ashwin · Research desk
directFor us we haven't seen any uh you know reduction in budgets due to any tariff issues at the moment. What we have though seen is that some of the advertisers were more careful and they were wanting to you know increase their budgets into Q3 which is a festive quarter versus uh spending more during the previous quarter uh because of the uncertaintity around tariffs.
Deep Sha · BNK securities
directSo for us uh CPCU is the anchoring uh segment that we're pushing for and nonCPCU is anything that is you know outside dri conversionsdriven campaign. So there could be instances where we would do certain licensing deals with certain customers. There would be cases where we're doing a branding campaign...
Deep Sha · BNK securities
directSo the provisioning effect uh can be quantified as close to about half a percent of our uh profits uh before tax right uh which is the provision which has been uh reviewed by the our uh statutory auditors...
Arun Prasad · Evadius Park
directwe are a margin sensible bottom line uh aggressive company and therefore the DNA of the whole organization... we don't want to tamper with the organizational DNA at this moment.
Arun Prasad · Evadius Park
directwe have a pipeline or let's say uh you know evaluation list of around 10 companies that we are actively evaluating uh at the investment committee level... we would necessarily look at the right timing yes in the sense of valuation but also I think in terms of where those target companies are in their journey
Swapnil Pot · JM Financial Service Limited
partialIt's not uh without a trend. It says that uh certain portions of the new effects get capitalized during and put to use during this period and there is an incremental uh shift of work in progress to the actual capitalization and thus the this worker has a higher uh depreciation every year
Swapnil Pot · JM Financial Service Limited
evasiveOur guidance has not been year to year. medium.
Rahul Jen · Dollar Capital
directthe way we look at our business is um uh that we are we are the um CPC performance-driven valuebased pricing business model versus uh let's say the larger BSP that you're talking about is largely perhaps in the business of selling CPMs...
Rahul Jen · Dollar Capital
partialSo uh you can see about a million dollar plus has been the quantum on the spending this quarter uh on the uh side on the I'm not saying the exact number but approximately a million dollar we have uh been discretionary on our uh and there can repeat
Lokeshwanik · Capital (unclear)
directSo so Nico is uh not an acquisition. It's an organically developed uh capability which is our AI agentic capability... we have started rolling it out as an ROId driven uh growth u engine for iOS ecosystem together with optics AI.
Sanjay Lada · Bastian Research
evasivegrowth comes from let's say three broad dimensions and that is existing customers spending more new customers coming in and spending with us as well as new customers... I think uh for competitive reasons our board would want to remain a bit more broad-based in our discourse
