Summary
IDC2 Chart
IDT Stock Slips Following Q4 Earnings Despite Strong Segment Growth
IDT records strong fourth-quarter fiscal 2025 segment growth in NRS and BOSS Money, while overall EPS reflected a prior-year tax benefit lapse.
IDT Corporation Q4: Growth Slowdown Ahead Despite Fundamentals Remaining Solid
Shares of IDT fell 18% following its Q4 earnings release, where Adjusted EBITDA came in above guidance. However, guidance for FY26 calls for Adjusted EBITDA of $143 million at the midpoint, implying growth of just 8.6%. Revenue growth and margin expansion at NRS remain strong, though I see emerging risks related to increased competition.
IDT: Momentum Slows Amid Emerging Headwinds
IDT shares are down 20% from recent highs, despite strong Q3 results and continued solid execution. Emerging headwinds in NRS and BOSS are clouding the outlook for these businesses, making me more cautious. Valuation remains compelling, at just 10 times Adjusted EBITDA and upside potential of nearly 20% to my estimate of intrinsic value.
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IDT Corporation Profile
| Telecommunications Services Industry | Communication Services Sector | Samuel Jonas CEO | XDUS Exchange | US4489475073 ISIN |
| US Country | 1,820 Employees | 30 Sep 2025 Last Dividend | 1 Aug 2013 Last Split | 15 Mar 1996 IPO Date |
Overview
IDT Corporation is a multifaceted organization offering a variety of communications and payment services across the United States, the United Kingdom, and other international markets. With its operations segmented into Fintech, National Retail Solutions, net2phone, and Traditional Communications, IDT Corporation caters to a broad spectrum of needs in the digital communication and payment sector. Founded in 1978 and based in Newark, New Jersey, the company leverages cutting-edge technology to provide innovative solutions ranging from electronic payment processing and international money remittance to cloud communication services and digital advertising.
Products and Services
- National Retail Solutions: A terminal-based platform offering independent retailers store management software, electronic payment processing, and ancillary merchant services. It also delivers digital out-of-home advertising and transaction data for marketers.
- BOSS Money: A service for international money remittance and related value and payment transfer services, facilitating cross-border financial transactions with ease.
- Leaf: A digital wallet service providing seamless operation of money transfer businesses, enhancing the ease of financial transactions for users.
- net2phone: Provides unified cloud communications services, including voice, texting, and chat, to enable smarter business conversations. This platform bridges the gap in communication for businesses seeking reliable and integrated communication solutions.
- IDT Digital Payments: Offers a myriad of prepaid digital offerings such as mobile airtime top-up, mobile data bundles, digital gift cards, and prepaid utility payments through its Zendit platform. This service caters to businesses, entrepreneurs, and developers looking to expand their prepaid offerings.
- BOSS Revolution Calling: Delivers international long-distance voice services, catering primarily to immigrant communities in the United States and Canada, offering them a cost-effective solution to stay connected with their home countries.
- IDT Global: A wholesale provider of international voice and SMS termination, offering outsourced traffic management solutions to telecommunications entities, demonstrating IDT's prowess in global telecommunication solutions.
- IDT Express: A self-serve portal providing SMBs the control over purchasing DIDs, managing IPs, selecting termination quality, making payments, and other services. This platform democratizes access to telecommunications resources for small and medium businesses.
- Awards2Go: Offers a B2B incentive, loyalty, and customer appreciation gift card solution, providing businesses a tool to enhance engagement and loyalty among their customers or employees.
- IO Security: Delivers automation to remediation services, ensuring businesses can maintain high levels of security and compliance through automated processes.
Contact Information
