Tanla Q1 FY26 Earnings: Muted Growth, Soft Margins, AI and RCS Critical
Tanla started FY26 with quiet confidence, delivering its second consecutive quarter of revenue growth (up 1.6% sequentially). OTT channels are clearly gaining traction, now accounting for nearly one-third of overall revenue..
How ILD Pricing Accidentally Made WhatsApp Essential in India
Sometimes pricing moves can backfire spectacularly. Consider India’s experiment with ILD SMS pricing..
Tanla Posts Tepid FY 2025 Results
Debt-free and holding about $120 million in cash, Tanla, India’s largest A2P provider, closed FY25 in better shape than it began. WhatsApp and RCS now generate roughly 29% of enterprise revenue, while reliance on international long-distance (ILD) SMS has slid below 10%.
