Sign in

    Iñigo Alonso

    Research Analyst at MORAM Capital

    Iñigo Alonso is an Analyst at MORAM Capital, specializing in European equities with a focus on sectors such as retail, industrials, and consumer goods. He has covered companies including Inditex, Siemens Gamesa, and Nestlé, contributing to investment strategies that have outperformed sector benchmarks during his tenure. Alonso began his career in financial research at Banco Santander before joining MORAM Capital in 2022, rapidly progressing to a key analytical role. He holds a CFA Level II qualification and is registered with the appropriate local financial authorities, recognized for his strong stock-picking accuracy and analytical insights within the institutional investment community.

    Iñigo Alonso's questions to IDT (IDT) leadership

    Iñigo Alonso's questions to IDT (IDT) leadership • Q3 2025

    Question

    Asked detailed questions across all three growth businesses (NRS, Nextiva, Boss Money) regarding recent performance, go-to-market strategy, new product adoption (AI agents), and beta programs. Also inquired about the company's M&A strategy and capital allocation plans, specifically share buybacks versus dividends.

    Answer

    The CEO explained that NRS's strong performance was due to broad-based sales efforts across all channels. For Nextiva's AI agent, initial customers are mostly existing clients across various verticals, with plans to expand. The CEO could not comment on the Boss Money beta program. On capital allocation, management confirmed they are actively looking at M&A but will remain disciplined on price, while also viewing share buybacks as a good use of excess cash, ruling out using debt for repurchases.

    Ask Fintool Equity Research AI