IDT $82.80 -0.30%

IDT · Idt Corp

$82.80 -0.25 (-0.30%) At close · Nov 12 Play latest call Q2 2026 earnings call transcript

Russell 2000 member Rebalance outlook locked

Customer concentration — top 5 customers 8.9% of revenue

5 customers — 8.9% of revenue (fiscal 2025)

“While they may vary from quarter to quarter, our five largest customers collectively accounted for 8.9%, 10.3%, and 10.8% of our consolidated revenues in fiscal 2025, fiscal 2024, and fiscal 2023, respectively.”

5 customers — 10.3% of revenue (fiscal 2024)

“While they may vary from quarter to quarter, our five largest customers collectively accounted for 8.9%, 10.3%, and 10.8% of our consolidated revenues in fiscal 2025, fiscal 2024, and fiscal 2023, respectively.”

5 customers — 10.8% of revenue (fiscal 2023)

“While they may vary from quarter to quarter, our five largest customers collectively accounted for 8.9%, 10.3%, and 10.8% of our consolidated revenues in fiscal 2025, fiscal 2024, and fiscal 2023, respectively.”

5 customers — 20.4% of receivables (July 31, 2025)

“Our customers with the five largest receivables balance collectively accounted for 20.4% and 22.7% of our consolidated gross trade accounts receivable at July 31, 2025 and 2024, respectively.”

5 customers — 22.7% of receivables (July 31, 2024)

“Our customers with the five largest receivables balance collectively accounted for 20.4% and 22.7% of our consolidated gross trade accounts receivable at July 31, 2025 and 2024, respectively.”

View the 10-K filed Sep 29, 2025

Market Cap

$2.06B

24.84M

Volume · Nov 12 124.19K Avg daily vol (3M) 245.57K

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Earnings call · FY2026 Q3

Idt Corp (IDT) Q3 2026 Earnings Call

Concluded Jun 3, 2026

Jun 3, 2026

Period: FY2026 Q3
Runtime: —
Sources: 3 artifacts

Revenue $315.71M +4.5% YoY

Diluted EPS $0.87 +1.2% YoY

Gross margin 38.8% +1.7 pp YoY

Net income $21.61M -0.4% YoY

Open full screen Slides 43 8-K 10-Q

Executive readout · one minute

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Higher-margin growth segments (NRS, FinTech, Net2Phone) 26 Competition (POS / digital remittance) 15 Traditional communications / Boss Revolution 8 Net2Phone cloud communications 7 AI and machine learning integration 6 Capital return / share buybacks 6

Management tone

Confident

Net tone +68 · low hedging

Grounding quotes

“Consolidated revenue grew 5% to $315.7 million, gross profit grew 9% to $122.5 million, gross margin expanding by 170 points to 38.8%. A record quarterly high, income from operations grew 12% to $29.8 million, and adjusted easing 13% to $37.5 million.”
“Based on our year-to-date performance and forward visibility, we are raising our full year FY26 to just EBITDA guidance to $150 to $152 million, representing 50% growth at the midpoint over fiscal year 2025.”
“income from operations was up 76%”
“We are gaining traction with our AI offerings and expect them to become accretive growth drivers in fiscal year 2027.”

Forward guidance

1 guided metrics

Management's latest ranges and targets are included below.

Research coverage

3 live sources

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Presentation 43 pages 8-K earnings release Filed Jun 3, 2026 10-Q report Filed Jun 9, 2026

Forward guidance

From the 8-K filed Jun 3, 2026.

Metric	Period	Guided	Basis
Consolidated Adjusted EBITDA Maintained FY 2026	FY 2026	$150M – $152M	Non-GAAP

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Dividend / share: $0.07

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