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William Vaughan

Research Analyst at Corient

William Vaughan is an analyst at Corient, focusing on company research and earnings calls with specialization in communications and technology. He has conducted detailed coverage of firms such as IDT Corp, participating actively in earnings call questions and Q&A analysis. Vaughan’s record includes engagement on at least four earnings calls for IDT Corp and performance reviews tracked by independent research platforms. Information about his previous firms, career start date, and professional credentials such as FINRA registration or securities licenses is currently unavailable.

William Vaughan's questions to IDT (IDT) leadership

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

Question

Inquired about a perceived slowdown in NRS growth, the mechanics of the new food delivery integration, and profit maximization efforts in Boss Money. In follow-ups, he asked about long-term EBITDA margin potential for NetSuite phone and the strategy for customer acquisition investment in Boss Money's digital channel.

Answer

Management disagreed with the premise of an NRS slowdown, explaining that recent wins will show in future quarters. They detailed the food delivery integration's functionality. For Boss Money, profit optimization is happening across channels, adapting to a shift in user behavior towards larger, less frequent transactions. For NetSuite, long-term margins are expected to be accretive from new AI products, but it's complex to forecast. They confirmed they are considering increasing investment in Boss Money for organic customer acquisition.

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

Question

Asked about BOSS Money's strategy, focusing on the balance between profitability and more aggressive investment in customer acquisition compared to competitors, and also inquired about the performance of recent expansions into new countries. Followed up with a question about NRS, seeking color on growth trends by geography or customer vertical.

Answer

Management explained their conservative approach to BOSS Money, prioritizing profitable growth while cautiously increasing investment. They noted profitability is driven by the digital channel and that new country expansions are performing well but require scale. For NRS, they are seeing growth across all channels and are particularly excited about new integrations like DoorDash and automated ordering for liquor stores, though some other initiatives have been slower to gain traction.

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William Vaughan's questions to IDT (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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