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    William Vaughan • Corient

    William Vaughan's questions to IDT Corp (IDT) leadership

    William Vaughan's questions to IDT Corp (IDT) leadership • Q3 2025

    Question

    William Vaughan from Corient asked about a perceived slowdown in the growth of NRS POS terminals and merchant services. He also requested details on how the food delivery integration works with the POS system and questioned the Boss Money profit maximization strategy, particularly regarding investment in customer acquisition. In a follow-up, he inquired about the long-term EBITDA margin potential for the NetSuite business.

    Answer

    CEO Shmuel Jonas countered the idea of an NRS slowdown, stating that recent account sign-ups will benefit future quarters. He explained the delivery integration as an order management system that communicates status to delivery firms and enables dynamic pricing. For Boss Money, he confirmed profit optimization efforts are across all channels and are adapting to a customer trend of fewer, larger transactions. Jonas and CFO Marcelo Fischer addressed NetSuite's margins, explaining that while new AI products are currently subsidized to drive adoption, they are expected to be accretive long-term, aided by a changing product mix and disciplined cost management.

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    William Vaughan's questions to IDT Corp (IDT) leadership • Q2 2025

    Question

    In a follow-up question, William Vaughan of Corient asked for more color on NRS growth, inquiring about any specific geographical or vertical trends and other key growth opportunities.

    Answer

    CEO Shmuel Jonas stated that growth is occurring across all channels without one specific standout. He highlighted several 'pet projects' he is excited about, including a new direct DoorDash integration, the QSR business, and automated inventory ordering with liquor companies. He also noted that other initiatives like LottoShield and Paypod had seen slower-than-expected adoption, but he remains optimistic about SaaS revenue growth from new features.

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