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Jan 31
IDT Q2 2025 Earnings Report
IDT reported record Q2 2025 results, with strong revenue and earnings growth across key segments.
Key Takeaways
IDT's Q2 2025 revenue grew 2% year-over-year to $303.3 million, with gross profit increasing 16% to $112 million. Net income reached $20.3 million, a 41% increase, while GAAP EPS rose to $0.80. Non-GAAP EPS improved to $0.84. Key segments, including National Retail Solutions and BOSS Money, posted significant growth, while traditional communications continued to contribute positively. Adjusted EBITDA jumped 56% to $34 million.
Q2 2025 revenue grew 2% year-over-year to $303.3 million.
Net income increased 41% to $20.3 million, with GAAP EPS at $0.80.
BOSS Money transactions grew 36%, driving a 34% increase in segment revenue.
Adjusted EBITDA surged 56% to $34 million, supported by margin expansion.
IDT
IDT
IDT Revenue by Segment
Revenue by Segment
NRS Revenue
CapyFin.comBOSS Money Revenue
CapyFin.comnet2phone Revenue
CapyFin.comBOSS Revolution Revenue
CapyFin.com Forward Guidance
IDT expects continued revenue and earnings growth, with fintech and cloud communications segments driving expansion.
Positive Outlook
- Revenue growth expected to continue, driven by fintech and cloud communications.
- NRS recurring revenue anticipated to increase with higher merchant adoption.
- net2phone expansion in the U.S., Brazil, and Mexico to drive seat growth.
- Strong cash flow and balance sheet support increased dividends and buybacks.
- Continued innovation in AI and fintech solutions expected to enhance margins.
Challenges Ahead
- Declining voice minutes may impact IDT Global and BOSS Revolution Calling revenue.
- Macroeconomic uncertainties could affect fintech transaction volumes.
- Regulatory changes may impact digital payment and remittance services.
- Foreign exchange volatility could impact net2phone's international markets.
- Higher SG&A expenses may pressure profit margins in the near term.
Revenue & Expenses
Visualization of income flow from segment revenue to net income