IDT's higher margin growth engines, NRS, Fintech and net2phone, boost third-quarter fiscal 2026 results and guidance as the company pushed deeper into AI.
IDT Corporation still has a legacy communications base, but my bull case depends on their higher-margin growth segments. Their latest quarter showed that profits can outpace their revenue as long as their business mix continues to improve going forward. Particularly, I like their NRS, Fintech, and net2phone as value drivers. Especially because these verticals can incrementally improve IDT's long-term margins.
IDT Corporation (IDT) Q3 2026 Earnings Call Transcript
| Diversified Telecommunication Services Industry | Communication Services Sector | Samuel Jonas CEO | XSTU Exchange | US4489475073 ISIN |
| US Country | 1,820 Employees | 9 Jun 2026 Last Dividend | 1 Aug 2013 Last Split | 15 Mar 1996 IPO Date |
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.