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    Alexander Rohr

    Research Analyst at Emmett Investment Management

    Alexander Rohr is the Founder and Chief Investment Officer at Emmett Investment Management, specializing in value-oriented investments in small and mid-cap equities across developed markets, particularly in the U.S., Australia, Canada, and the U.K. Under his leadership, Emmett Investment Management achieved an initial three-year annualized return of 15% with a low net exposure, and the firm’s assets under management grew from $40 million at launch to $80 million. Rohr began his career in equity options at Susquehanna International, then joined Millennium Management in 2013 as an investment analyst covering global technology stocks, before founding Emmett in New York City. He is recognized for his activist campaigns and long–short strategies, and is known for rigorous research and portfolio management though specific securities licenses and FINRA registrations are not publicly listed.

    Alexander Rohr's questions to IDT (IDT) leadership

    Alexander Rohr's questions to IDT (IDT) leadership • Q3 2025

    Question

    Alexander Rohr of Emmett Investment Management asked about the NRS advertising business, specifically questioning its run-rate performance and ability to backfill demand after the company intentionally reduced sales to one of its largest programmatic partners.

    Answer

    CEO Shmuel Jonas stated that while it was too soon for a definitive answer, other ad partners were making up a fair share of the lost revenue. CFO Marcelo Fischer clarified that they have not completely shut down the partner but have significantly reduced their contribution from over 20% of ad revenue a year ago to about 5% currently. He added that the underlying advertising business, excluding that partner, grew about 10%, nearly offsetting the decline.

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