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Jul 31, 2025
IDT Q4 2025 Earnings Report
IDT reported solid fourth quarter results with growth in Adjusted EBITDA and performance improvements across core segments.
Key Takeaways
IDT delivered a strong Q4 2025, with revenue of $316.6M and positive net income of $16.9M. Adjusted EBITDA rose sharply year-over-year, supported by expansion in fintech, retail solutions, and communications platforms.
Revenue by Segment
Forward Guidance
IDT expects to grow Adjusted EBITDA to between $141M and $145M in FY 2026, supported by continued expansion in digital services, AI-driven solutions, and market share gains.
Positive Outlook
- Adjusted EBITDA projected to reach $141M–$145M in FY 2026
- Continued revenue growth from Merchant Services and SaaS at NRS
- BOSS Money integration with WhatsApp to enhance digital engagement
- AI solutions at net2phone expected to contribute to 30% of sales
- Strong balance sheet with $253.8M in cash and equivalents
Challenges Ahead
- Churn rate increase in NRS terminal base despite higher gross adds
- Expected structural decline in BOSS Revolution retail voice calling
- Foreign currency headwinds impacting net2phone growth
- Operating income slightly down at NRS QoQ
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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