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Idt Corp

IDT · Communication Services

Last earnings Sep 28, 2026

Key results

Revenuequarter

7%

4Q26 HIGHLIGHTS ** Consolidated Results Revenue : +7% to $339.0 million; Gross profit / margin : +18% to $134.8 million / +360 bps to 39.8% ; Income from operations: +52% to $33.2 million; Net income attributable to IDT: +29% to $21.7 million; GAAP EPS: Increased to $0.87 from $0.67 ; Non-GAAP EPS : Increased to $0.94 from $0.76 ; Adjusted EBITDA: +22% to $41.2 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Net incomequarter

29%

4Q26 HIGHLIGHTS ** Consolidated Results Revenue : +7% to $339.0 million; Gross profit / margin : +18% to $134.8 million / +360 bps to 39.8% ; Income from operations: +52% to $33.2 million; Net income attributable to IDT: +29% to $21.7 million; GAAP EPS: Increased to $0.87 from $0.67 ; Non-GAAP EPS : Increased to $0.94 from $0.76 ; Adjusted EBITDA: +22% to $41.2 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

EPSquarter

$0.87

4Q26 HIGHLIGHTS ** Consolidated Results Revenue : +7% to $339.0 million; Gross profit / margin : +18% to $134.8 million / +360 bps to 39.8% ; Income from operations: +52% to $33.2 million; Net income attributable to IDT: +29% to $21.7 million; GAAP EPS: Increased to $0.87 from $0.67 ; Non-GAAP EPS : Increased to $0.94 from $0.76 ; Adjusted EBITDA: +22% to $41.2 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Segments NRS revenuequarter

31%

Key Businesses / Segments NRS Revenue: +31% to $45.0 million; Income from operations: +105% to $12.0 million; Adjusted EBITDA: +47% to $14.0 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

BOSS Money / Fintech segment BOSS Money digital revenue: +22% to $33.7 million; Fintech segment revenue: +12% to $47.1 million; Fintech segment income from operations: +15% to $5.5 million; Fintech segment Adjusted EBITDA: +17% to $6.5 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Subscription revenuequarter

10%

net2phone Subscription revenue: +10% to $24.5 million; Income from operations: +75% to $2.6 million; Adjusted EBITDA: +26% to $4.4 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Traditional Communications revenuequarter

2%

Traditional Communications Revenue: +2% to $222.0 million; Gross profit: +0.4% to $41.1 million; Income from operations: +8% to $16.6 million; Adjusted EBITDA: +12% to $19.9 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

FY 2026 HIGHLIGHTS Consolidated Results Revenue: +5% to $1,298.0 million; Gross profit / margin: +11% to $496.8 million / +200 bps to 38.3% ; Income from operations: +21% to $121.2 million; Net income attributable to IDT: +14% to $86.6 million; GAAP EPS: Increased to $3.46 from $3.01 ; Non-GAAP EPS : Increased to $3.82 from $3.19 ; Adjusted EBITDA : +17% to $154.6 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Segments NRS revenuefull-year

24%

Key Businesses / Segments NRS Revenue: +24% to $159.4 million; Income from operations: +42% to $39.3 million; Adjusted EBITDA: +30% to $45.8 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Revenuefull-year

21%

BOSS Money / Fintech segment BOSS Money digital revenue : +21% to $119.4 million; Fintech segment revenue : +14% to $176.0 million; Fintech segment income from operations : +40% to $21.5 million; Fintech segment Adjusted EBITDA : +41% to $26.2 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

AI analysis

Q4 FY2026 · reported Sep 28, 2026

Based on: Earnings release + parent 8-K + 10-K — transcript not held

EPS · Q4 FY2026
$0.87
EX-99 · Sep 28, 2026

Headline figures

MetricQ4 FY2026Prior qtrYear ago
Revenue7%——
Net income29%——
EPS$0.87——
Segments NRS revenue31%——
Subscription revenue10%——
Traditional Communications revenue2%——

EX-99 · Sep 28, 2026

Guidance · company-stated

gross profit

“by double digits, consistent with its average annual growth rate over the past several years, to a range of $545 million to $555 million”

Adjusted EBITDA

“of $154.6 million”

Guidance stated in the release's Business Outlook table for FY 2027; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.07

IDT repurchased 30,752 shares o f its Class B common stock through open market transactions during 4Q26 for approximately $2.0 million.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Idt Corp Q4 FY2026 — 4Q26 HIGHLIGHTS ** Consolidated Results Revenue : +7% to $339.0 million; Gross profit / margin : +18% to $134.8 million / +360 bps to 39.8% ; Income from operations: +52% to $33.2 million; Net income…

Based on: Earnings release + parent 8-K + 10-K — transcript not held

Guidance & outlook

gross profit: “gross profit by double digits, consistent with its average annual growth rate over the past several years, to a range of $545 million to $555 million”

Adjusted EBITDA: “Adjusted EBITDA of $154.6 million”

gross profit (“FY 2027”)
“gross profit by double digits, consistent with its average annual growth rate over the past several years, to a range of $545 million to $555 million”

Adjusted EBITDA (“FY 2027”)
“Adjusted EBITDA of $154.6 million”

Guidance stated in the release's Business Outlook table for FY 2027; no direction stated — figures as stated in the table.

Capital allocation

IDT repurchased 30,752 shares o f its Class B common stock through open market transactions during 4Q26 for approximately $2.0 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Open market repurchases during FY 2026 totaled 421,938 shares for approximately $21.0 million.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

DIVIDEND IDT s Board of Directors has declared a quarterly cash dividend of $0.07 per share payable on October 14, 2026, to stockholders of record as of October 5, 2026.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Overall, IDT is well positioned as we begin the new fiscal year with accelerating topline growth, increasing cash generation, and a debt-free balance sheet that affords us strategic flexibility.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

As of July 31, 2026 , IDT held $271.9 million in unrestricted cash, cash equivalents, debt securities, and current equity investments, an increase of $20.5 million from the level at April 30, 2026.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

The Company had no outstanding debt at the quarter end.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Strategy & priorities

Looking ahead, we are working on several product initiatives to increase sales to our existing retailer base and to attract new retailers to the NRS network.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

That strategy is paying off as BOSS Money continues to grow rapidly - thanks in part to the quality of our apps and our customer-centric service.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

net2phone is on track to surpass the $100 million ARR milestone in the current quarter and we expect continued topline expansion throughout fiscal 2027.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Overall, IDT is well positioned as we begin the new fiscal year with accelerating topline growth, increasing cash generation, and a debt-free balance sheet that affords us strategic flexibility.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Severance expense is reflective of decisions made by management in each period regarding the aspects of IDT s and its segments businesses to be focused on in light of changing market realities and other factors.

SEC original ↗Idt Corp — Earnings release (8-K exhibit)EX-99Sep 28, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

T-Mobile US (TMUS) Communication ServicesSea Limited (SE) Communication ServicesRoblox (RBLX) Communication ServicesBaidu (BIDU) Communication ServicesAT&T (T) Communication ServicesSpotify Technology (SPOT) Communication ServicesComcast (CMCSA) Communication ServicesNetEase (NTES) Communication Services
Documents

Filings

30 documents

Earnings releases

9 documents

Presentations

0 documents

No presentations for Idt Corp are held in this edition of the library.

Transcripts

0 documents

No transcripts for Idt Corp are held in this edition of the library.

Mentioned by

1 company

Other tracked companies whose held documents mention Idt Corp by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.