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Jan 31, 2025
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.
Revenue by Segment
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.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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