Earnings summaries and quarterly performance for IDT.
Executive leadership at IDT.
Shmuel Jonas
Chief Executive Officer
Bill Pereira
President and Chief Operating Officer
David Wartell
Chief Technology Officer
Howard S. Jonas
Chairman
Joyce J. Mason
Executive Vice President, General Counsel and Corporate Secretary
Marcelo Fischer
Chief Financial Officer
Menachem Ash
Executive Vice President of Strategy and Legal Affairs
Mitch Silberman
Chief Accounting Officer and Controller
Nadine Shea
Executive Vice President of Global Human Resources
Board of directors at IDT.
Research analysts who have asked questions during IDT earnings calls.
William Vaughan
Corient
7 questions for IDT
Iñigo Alonso
MORAM Capital
5 questions for IDT
Greg McKinley
Asymmetric Management
2 questions for IDT
Alexander Rohr
Emmett Investment Management
1 question for IDT
Amigo Alonzo
Maram Capital
1 question for IDT
Max Martine
private Investor
1 question for IDT
Will Carter
private investor
1 question for IDT
Recent press releases and 8-K filings for IDT.
- IDT reported strong Q1 FY26 financial results, with consolidated revenue increasing 4% to $323 million and Adjusted EBITDA growing 26% to $37.9 million, both reaching record levels.
- The company's three growth segments—NRS, fintech, and net2phone—collectively drove top-line expansion with 16% revenue growth and a 50% increase in combined Adjusted EBITDA to $21.4 million.
- Significant segment-specific growth included NRS recurring revenue climbing 22% to $35 million and Fintech's income from operations increasing 97% to $6 million.
- IDT affirmed its full-year FY26 adjusted EBITDA guidance of $141-$145 million and repurchased $7.6 million in stock during the quarter.
- The Delaware Supreme Court affirmed the dismissal of all claims against IDT in the Straight Path Class Action suit, favorably resolving the case.
- IDT reported consolidated revenue growth of 4% to $323 million and achieved record gross profit of $118 million for the first quarter of fiscal year 2026.
- The company also reached record Adjusted EBITDA of $37.9 million (11.7% margin) and saw EPS increase by 31% to $0.89 per share.
- IDT's three growth segments (NRS, Fintech, and net2phone) collectively increased revenue by 16% and their combined Adjusted EBITDA grew 50% to $21.4 million year-over-year.
- During the quarter, IDT repurchased $7.6 million in stock and confirmed the favorable resolution of the Straight Path Class Action suit by the Delaware Supreme Court.
- IDT Corporation reported a 4% increase in consolidated revenue to $322.8 million for the first quarter of fiscal year 2026, alongside a 10% rise in gross profit to $118.2 million.
- Net income attributable to IDT grew 30% to $22.3 million, with GAAP EPS increasing to $0.89 from $0.68 in the prior year period.
- The company's growth segments, NRS, Fintech, and net2phone, demonstrated strong bottom-line performance, with Fintech's income from operations nearly doubling by 97% to $6.4 million.
- IDT maintained its FY 2026 Adjusted EBITDA guidance in the range of $141-$145 million and declared a quarterly cash dividend of $0.06 per share.
- The Delaware Supreme Court affirmed the dismissal of all claims against IDT in the Straight Path class action suit, favorably resolving the case.
- IDT Corporation reported strong first-quarter fiscal year 2026 results for the three months ended October 31, 2025, with consolidated revenue increasing 4% to $322.8 million and Adjusted EBITDA growing 26% to $37.9 million.
- Income from operations saw significant increases across key segments: NRS rose 35% to $8.9 million, Fintech surged 97% to $6.4 million, and net2phone increased 94% to $1.9 million.
- The company's GAAP EPS increased to $0.89 from $0.68, and Non-GAAP EPS rose to $0.94 from $0.71.
- IDT repurchased 158 thousand shares for $7.6 million and declared a quarterly cash dividend of $0.06 per share payable on December 23, 2025.
- IDT maintains its fiscal year 2026 guidance, expecting Adjusted EBITDA to be within the range of $141 million to $145 million.
- 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. 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.
- 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.
- IDT's cash, cash equivalents, and current investments increased to $254 million by July 31st, 2025. The company paused share buybacks in Q4 2025 due to an unsuccessful M&A opportunity but expects to resume opportunistic repurchases.
- 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. A new 1% federal tax on cash/money order remittances, effective January 1, 2026, is expected to accelerate the migration to digital channels.
- 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.
- 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.
- 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.
- GAAP EPS for FY 2025 was $3.01, and Non-GAAP EPS was $3.19.
- IDT expects to generate Adjusted EBITDA in the range of $141-$145 million for FY 2026 under a revised non-GAAP definition. The company also declared a quarterly cash dividend of $0.06 per share payable on October 10, 2025.
- 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. 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.
- 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).
- BOSS Money digital revenue increased 31% to $24.5 million in Q3 FY2025, with adjusted EBITDA exceeding $5 million (13% margin). The company anticipates a potential benefit from a 1% remittance tax on cash transactions starting January 1, 2026, due to its digital focus.
- 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%.
- 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.
Quarterly earnings call transcripts for IDT.
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