Summary
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IDT Corporation (IDT) Q3 2025 Earnings Conference Call Transcript
IDT Corporation (NYSE:IDT ) Q3 2025 Earnings Conference Call June 5, 2025 5:00 PM ET Company Participants Bill Ulrey - Vice President of Investor Relations & External Affairs Marcelo Fischer - Chief Financial Officer Samuel Jonas - Chief Executive Officer Conference Call Participants Alexander Rohr - Unidentified Company William Vaughan - Unidentified Company Operator Good evening. Welcome to the IDT Corporation's Third Quarter Fiscal 2025 Earnings Conference Call.
IDT Corporation Reports Third Quarter 2025 Results
Gross Profit +15% Year-over-Year to $112 MM; Record Gross Profit Margin of 37.1% Income from Operations +133% to $27 MM; Adjusted EBITDA +57% to $32 MM GAAP EPS Increased to $0.86 from $0.22; Non-GAAP EPS Increased to $0.90 from $0.38
IDT Corporation: Still Undervalued And Outperforming
IDT's stock has surged 129% over 21 months, driven by substantial de-risking and consistent earnings growth, making it my largest and most bullish position. Recent Q1 2025 results show record gross profit (+13% YoY), income from operations (+38%), and Adjusted EBITDA (+31%), indicating a strong earnings inflection point. NRS remains IDT's crown jewel with 35,600 active terminals and high EBITDA margins, though growth will slow as the base expands.
IDT Corporation Dividends
 IDC2 2 months ago | Other | €0.05 Per Share |
| IDC2 5 months ago | Other | €0.04 Per Share |
| IDC2 8 months ago | Other | €0.04 Per Share |
| IDC2 11 months ago | Other | €0.04 Per Share |
| IDC2 18 Mar 2024 | Other | €0.04 Per Share |
IDT Corporation Earnings
| 5 Jun 2025 Date | | - Cons. EPS | - EPS |
| 3 Jun 2025 Date | | - Cons. EPS | - EPS |
| 4 Mar 2025 Date | | - Cons. EPS | - EPS |
| 2 Dec 2024 Date | | - Cons. EPS | - EPS |
| 10 Oct 2024 Date | | - Cons. EPS | - EPS |
| IDC2 2 months ago | Other | €0.05 Per Share |
| IDC2 5 months ago | Other | €0.04 Per Share |
| IDC2 8 months ago | Other | €0.04 Per Share |
| IDC2 11 months ago | Other | €0.04 Per Share |
| IDC2 18 Mar 2024 | Other | €0.04 Per Share |
| 5 Jun 2025 Date | | - Cons. EPS | - EPS |
| 3 Jun 2025 Date | | - Cons. EPS | - EPS |
| 4 Mar 2025 Date | | - Cons. EPS | - EPS |
| 2 Dec 2024 Date | | - Cons. EPS | - EPS |
| 10 Oct 2024 Date | | - Cons. EPS | - EPS |
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IDT Corporation Profile
| Telecommunications Services Industry | Communication Services Sector | Mr. Samuel Jonas CEO | XSTU Exchange | US4489475073 ISIN |
| US Country | 1,820 Employees | 17 Mar 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
