William Vaughan

Greg McKinley

Alexander Rohr

Amigo Alonzo

Iñigo Alonso

Max Martine

Will Carter

- IDT reported a **2%** increase in consolidated revenue for fiscal year **2025**, marking the first full-year increase since 2021, with full-year adjusted EBITDA reaching **$128.7 million**, surpassing its updated guidance.  **[1005731_2161429_3]**  For fiscal year **2026**, the company forecasts consolidated adjusted EBITDA between **$141 million and $145 million**, a **7% to 10%** increase from fiscal 2025, based on a revised metric that excludes non-cash compensation.  **[1005731_2161429_6]** 
- The company's high-margin growth segments (NRS, FinTech, and Net2phone) were key drivers, with NRS recurring revenue increasing **27%** to **$122.6 million**, FinTech's adjusted EBITDA surging over 16-fold to **$18.4 million**, and Net2phone's adjusted EBITDA growing **54%** to **$12.1 million** for fiscal year 2025.  **[1005731_2161429_3]** **[1005731_2161429_4]** 
- IDT's cash, cash equivalents, and current investments increased to **$254 million** by July 31st, 2025.  **[1005731_2161429_5]**  The company paused share buybacks in Q4 2025 due to an unsuccessful M&A opportunity but expects to resume opportunistic repurchases.  **[1005731_2161429_5]** **[1005731_2161429_6]** 
- Strategic initiatives include the beta launch of wallets and an imminent WhatsApp launch for money remittance, alongside significant investments in Net2phone's AI agent and AI Coach product development.  **[1005731_2161429_5]** **[1005731_2161429_7]**  A new **1%** federal tax on cash/money order remittances, effective January 1, 2026, is expected to accelerate the migration to digital channels.  **[1005731_2161429_4]**

IDT Reports Strong FY 2025 Results and Provides FY 2026 Adjusted EBITDA Guidance

- IDT Corporation reported **Q4 2025 revenue of $316.6 million**, a **3% increase**, and **FY 2025 revenue of $1,231.5 million**, a **2% increase** compared to the prior year.  **[1005731_0001493152-25-016018_ex99-1.htm:0]** **[1005731_0001493152-25-016018_ex99-1.htm:9]** 
- For Q4 2025, **gross profit increased by 12% to $114.5 million**, and **income from operations increased by 9% to $21.9 million**. **Adjusted EBITDA rose by 33% to $33.4 million**.  **[1005731_0001493152-25-016018_ex99-1.htm:0]** 
- For the full fiscal year 2025, **gross profit increased by 14% to $446.2 million**, **income from operations increased by 55% to $100.4 million**, and **Adjusted EBITDA grew by 43% to $129 million**, an IDT record.  **[1005731_0001493152-25-016018_ex99-1.htm:0]** **[1005731_0001493152-25-016018_ex99-1.htm:9]** 
- **GAAP EPS for FY 2025 was $3.01**, and **Non-GAAP EPS was $3.19**.  **[1005731_0001493152-25-016018_ex99-1.htm:0]** 
- IDT expects to generate **Adjusted EBITDA in the range of $141-$145 million for FY 2026** under a revised non-GAAP definition.  **[1005731_0001493152-25-016018_ex99-1.htm:5]**  The company also declared a **quarterly cash dividend of $0.06 per share** payable on October 10, 2025.  **[1005731_0001493152-25-016018_ex99-1.htm:5]**

IDT Corporation Reports Strong Q4 and Fiscal Year 2025 Results

- IDT reported strong financial performance for **Q3 fiscal year 2025** (ended April 30, 2025), with consolidated gross profit margin reaching a record **37.1%**, a **470 basis point increase** year-over-year, driven by high-margin growth businesses contributing **61% of consolidated gross profit**.  **[1005731_2146228_1]** **[1005731_2146228_5]**  The company expects to generate at least **$126 million in adjusted EBITDA for fiscal year 2025**, a significant increase from **$89.7 million in fiscal year 2024**.  **[1005731_2146228_5]** 
- **National Retail Solutions (NRS)** saw recurring revenue grow **23% year-over-year to $29.4 million** in Q3 FY2025, generating **$7.2 million in adjusted EBITDA** (23% margin).  **[1005731_2146228_2]** 
- **BOSS Money** digital revenue increased **31% to $24.5 million** in Q3 FY2025, with adjusted EBITDA exceeding **$5 million** (13% margin).  **[1005731_2146228_3]**  The company anticipates a potential benefit from a 1% remittance tax on cash transactions starting January 1, 2026, due to its digital focus.  **[1005731_2146228_6]** 
- **net2phone** achieved a **50% year-over-year increase in adjusted EBITDA to $3.2 million** (15% margin) in Q3 FY2025, with seats served growing **8%**.  **[1005731_2146228_4]** 
- IDT maintains a strong balance sheet with **$224 million in cash** and current investments and **no debt**, supporting a quarterly dividend (increased to **$0.06 per share**) and **$21 million in stock repurchases** over the last year.  **[1005731_2146228_1]** **[1005731_2146228_5]**

IDT (IDT)