IDT's fourth-quarter fiscal 2026 results improve as stronger contributions from NRS, Fintech and net2phone support earnings growth and margin expansion.
IDT Corporation (IDT) Q4 2026 Earnings Call Transcript
IDT NYSE: IDT said its fiscal fourth quarter capped what management described as the strongest year in the company's operational history, as growth in its higher-margin NRS, Fintech and net2phone businesses lifted revenue, gross profit and adjusted EBITDA to record levels.
IDT NYSE: IDT highlighted the expanding contribution of its higher-margin growth businesses during a company presentation, while executives said the company intends to wait for larger business scale and more favorable capital-market conditions before reconsidering a potential net2phone spin-off.
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
20,000 shares of Common Stock were sold for a transaction value of $1.02 million on April 14, 2026. All shares sold were held directly, with post-transaction direct ownership totaling 32,243 shares and indirect holdings of 2,875 shares via the 401(k) plan.
IDT reports stronger second-quarter fiscal 2026 revenues and profit as NRS, Fintech and net2phone drive growth, while legacy communications operations face margin pressure.
IDT Corporation (IDT) Q2 2026 Earnings Call Transcript
IDT reports strong first-quarter fiscal 2026 results with rising profitability and momentum across Fintech, NRS and net2phone segments.
IDT's Q1 results showed a strong performance across all its business segments. Performance at NRS was solid with several positives, though I have highlighted a couple of my concerns. The outlook for its businesses remain strong and are together set to comfortably exceed the adjusted EBITDA guidance range.