Q4 2025 IDT Corp Earnings Call Transcript

Sep 29, 2025 / 09:30 PM GMT

Release Date Price: €53.15 (+1.14%)

Transcript 10-K8-K

Key Points

Positve

IDT Corp (IDT) achieved a 43% increase in consolidated adjusted EBITDA, reaching a record $129 million.
NRS merchant services and fast fee revenue drove top-line growth, with expectations for continued revenue increases in fiscal 2026.
Boss Money's digital channel expansion now contributes over 80% of remittance volume, with a 41% increase in cash sent digitally.
The company is leveraging AI and machine learning to reduce costs and improve customer experience, particularly in remittance services.
IDT Corp (IDT) plans to continue returning cash to stockholders through opportunistic buybacks and quarterly dividends.

Negative

NRS experienced a 3% decrease in income from operations in Q4 due to non-recurring expenses.
Advertising and data revenue at NRS decreased 8% year over year in Q4.
There was an increase in churn rate for NRS terminals, partly due to immigration enforcement and technical issues.
The traditional communications segment is expected to see declines in gross profit and adjusted EBITDA in fiscal 2026.
IDT Corp (IDT) faced challenges with a failed acquisition bid, impacting share repurchase activities.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

IDT.N - IDT Corp
Q4 2025 IDT Corp Earnings Call
Sep 29, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good evening. Welcome to the IDT Corporation's 4th quarter in full fiscal year 2025 earnings conference call. All participants are now in listen-only mode. A question-and-answer session will follow management's remarks. Anyone requiring operator assistance during the conference call should press 0 on your telephone keypad. Please note this conference call is being recorded. I will now turn the call over to Bill Ori of IDT Investor Relations. Bill, you may begin.

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Unidentified_2 [2]
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Thank you, John. In today's presentation, IDT's Chief Executive Officer, Shmu Jonas and Chief

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