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    Inigo Alonso • Unknown Organization

    Inigo Alonso's questions to IDT Corp (IDT) leadership

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

    Question

    Iñigo Alonso of MORAM Capital inquired about IDT's high-growth businesses, asking for color on the National Retail Solutions (NRS) go-to-market strategy, the drivers behind record terminal revenue, the customer profile for NetSuite's new AI agent, and the status of a beta program for Boss Money. He also asked about capital allocation, including M&A potential and the choice between share repurchases and dividends.

    Answer

    CEO Shmuel Jonas attributed strong NRS results to a focused sales effort on merchant processing adoption by new and existing retailers. For NetSuite, he noted that AI agent customers are currently existing clients across diverse verticals, with plans to verticalize the offering. He declined to comment on the Boss Money beta program. Regarding capital allocation, both Jonas and CFO Marcelo Fischer confirmed they are evaluating attractive M&A opportunities but will remain price-disciplined. They view share repurchases as a good use of excess cash but prioritize growth investments and M&A, emphasizing they will not use debt for buybacks.

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    Inigo Alonso's questions to IDT Corp (IDT) leadership • Q2 2025

    Question

    Inigo Alonso asked about the new advertising screens being added to the NRS network, questioning if IDT plans to disclose the screen count as a key performance indicator (KPI) and seeking commentary on the potential scale of this advertising business.

    Answer

    CEO Shmuel Jonas explained that while they don't currently disclose the screen count, they would likely start reporting it as a separate KPI if the business becomes more material. CFO Marcelo Fischer added this would help track advertising revenue from third parties. Jonas confirmed they are optimistic about the opportunity, noting they recently ordered another 1,500 screens, but did not have the exact number installed for the quarter.

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