IDT Corp
XMUN:IDC2

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IDT Corp
XMUN:IDC2
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Price: 70 EUR 5.98% Market Closed
Market Cap: €1.8B

IDT Corp
Investor Relations

IDT Corp is a communications and payments company. It sells prepaid international calling, mobile top-up, voice and messaging services, and digital money transfer products. Through its network and brands, it serves consumers, small businesses, and other communications providers that need access to global telecom routes or payment rails. A big part of the business comes from charging fees and spread-based revenue on transactions. For example, it earns money when customers make calls, send money, pay bills, or use merchant services and point-of-sale tools. It also sells communications services and related software to businesses that need phone, messaging, or customer-contact systems. What makes IDT different is that it sits in several parts of the value chain at once. It is both a telecom services reseller and a financial-services provider, with a mix of consumer brands and business-facing products. That gives it multiple ways to make money from the same underlying networks and customer relationships.

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Last Earnings Call
Fiscal Period
Q4 2026
Call Date
Sep 28, 2026
AI Summary
Q4 2026

Record year: IDT said fiscal 2026 was its best year operationally, with revenue up 5% and adjusted EBITDA up 17% to $154.6 million, above its revised guidance range.

Growth mix: NRS, Fintech and net2phone increased their contribution to 53% of adjusted EBITDA from 46% a year earlier, while generating about one-third of revenue.

NRS momentum: Fourth-quarter NRS revenue grew 31% to $45 million and adjusted EBITDA rose 47%; management plans to step up sales hiring and pursue higher-volume, better-fit retailers.

Digital remittances: BOSS Money’s digital transactions grew 20% and revenue grew 22% in Q4. Management said the shift from cash to digital is helping margins, while the remittance tax has accelerated that trend.

AI opportunity: Net2phone said AI is increasingly central to customer discussions and expects to surpass $100 million in ARR in the current quarter; management cited customer-service efficiency gains from its AI tools.

Fiscal 2027 outlook: IDT forecast gross profit of $545 million to $555 million and adjusted EBITDA of $176 million to $180 million, with growth expected across all operating segments.

Strong balance sheet: IDT ended fiscal 2026 with $272 million in unrestricted cash and liquid investments and no debt.

Key Financials
Revenue
Q4: up 7%; fiscal 2026: up 5%
Adjusted EBITDA
Fiscal 2026: $154.6 million
Gross profit
Record quarterly and full-year levels; exact fiscal 2026 amount not stated
NRS revenue
Q4: $45 million
NRS Merchant Services revenue
Q4: $28.5 million
NRS advertising and data revenue
Q4: $10 million
NRS adjusted EBITDA
Q4 adjusted EBITDA margin: 31%; dollar amount not stated
NRS Rule of 40 score
60
Fintech revenue
Fiscal 2026: $176 million
Fintech income from operations
Fiscal 2026: amount not stated
Fintech adjusted EBITDA
Fiscal 2026: amount not stated
Fintech gross profit margin
Q4: 66%
BOSS Money digital transactions
Q4: 88% of total transactions
BOSS Money digital revenue
Q4: amount not stated
BOSS Money digital send volume
Q4: amount not stated
Net2phone subscription revenue
Q4: amount not stated; fiscal 2026: $94.6 million
Net2phone seats
Fiscal year-end: 447,000
Net2phone CCaaS revenue
Q4: amount not stated
Net2phone income from operations
Fiscal 2026: $9.1 million
Net2phone adjusted EBITDA
Fiscal 2026: $16.1 million
Traditional Communications gross profit
Fiscal 2026: $163 million
Traditional Communications adjusted EBITDA
Fiscal 2026: $77 million
Unrestricted cash and liquid investments
$272 million
Debt
No debt
Share repurchases
Fiscal 2026: approximately 422,000 shares for $21 million; Q4: approximately 31,000 shares
Net2phone ARR
Management expects to surpass $100 million in the current quarter
Earnings Call Recording
Other Earnings Calls

Management

Mr. Howard S. Jonas
Executive Chairman of the Board
No Bio Available
Mr. Samuel Jonas
Chief Executive Officer
No Bio Available
Mr. Abilio S. Pereira
President, COO & Ex-Officio Non-Voting Member
No Bio Available
Mr. Marcelo Fischer CPA
Chief Financial Officer
No Bio Available
Mr. Mitch Silberman
Chief Accounting Officer & Controller
No Bio Available
Mr. Bill Ulrey
Vice President of Investor Relations & External Affairs
No Bio Available
Ms. Joyce J. Mason Esq.
Executive VP, General Counsel & Corporate Secretary
No Bio Available
Ms. Nadine Shea
Executive VP & Global Head of Human Resources
No Bio Available
Mr. Yona Katz
Chief Operating Officer of IDT Telecom
No Bio Available
Mr. Anthony S. Davidson
Executive Vice President of Carrier Operations- IDT Telecom
No Bio Available

Contacts

Address
NEW JERSEY
Newark
520 Broad St
Contacts
+18009279800
www.idt.net