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Apr 30

IDT Q3 2025 Earnings Report

IDT reported strong results in Q3 2025 with record margins and significant growth in net income and operating income.

Key Takeaways

IDT Corporation delivered a robust Q3 2025, with significant year-over-year increases in EPS, operating income, and profitability across all key business segments including fintech and cloud communications.

Net income rose to $21.7 million, up nearly 4x from the previous year.

Adjusted EBITDA grew 57% to $32.2 million.

Revenue in BOSS Money and Fintech segments saw strong double-digit growth.

Gross profit margin reached a record 37.1%.

Total Revenue
$302M
Previous year: $300M
+0.8%
EPS
$0.9
Previous year: $0.38
+136.8%
Adjusted EBITDA
$32.2M
Previous year: $20.6M
+56.3%
Gross Profit Margin
37.1%
Operating Cash Flow
$75.7M
Gross Profit
$112M
Previous year: $97M
+15.4%
Cash and Equivalents
$200M
Previous year: $174M
+14.9%
Free Cash Flow
$66.7M
Previous year: $4.85M
+1275.5%
Total Assets
$601M
Previous year: $517M
+16.2%

IDT

IDT

IDT Revenue by Segment

Forward Guidance

IDT expects continued growth in profitability and new offerings from AI and integrated services, while keeping a cautious eye on seasonal and market dynamics.

Positive Outlook

  • Integration of NRS with DoorDash and other delivery platforms underway.
  • BOSS Money focusing on higher-margin digital remittances.
  • net2phone launched AI Agents, enhancing customer service.
  • Strong cash position with no outstanding debt.
  • Revenue diversification across all business segments.

Challenges Ahead

  • NRS advertising revenue declined due to partner risk mitigation.
  • Sequential revenue slightly down due to seasonality.
  • Traditional communications segment saw a 5% revenue drop YoY.
  • SG&A costs rose in some segments.
  • No specific revenue or EPS guidance given for Q4.

Revenue & Expenses

Visualization of income flow from segment revenue to net income