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 Q4

Idt Corp (IDT) Q4 2026 Earnings Call

Concluded Sep 28, 2026

Sep 28, 2026

Period: FY2026 Q4
Runtime: —
Sources: 2 artifacts

Revenue · derived Q4 $338.98M +7.1% YoY

Gross margin · derived Q4 39.8% +3.6 pp YoY

Net income · derived Q4 $21.71M +28.6% YoY

Open full screen 8-K 10-K

Executive readout · one minute

What the filings say

8-K earnings release · filed Sep 28, 2026: IDT Corporation reported FY 2026 income from operations of $121.2 million and Adjusted EBITDA of $154.6 million, and guided FY 2027 Adjusted EBITDA to $176 million to $180 million; its Board declared a $0.07 per-share dividend payable October 14, 2026.
10-K report · filed Sep 29, 2026: IDT reported fiscal 2026 revenue of $159.4 million from NRS, $176.0 million from Fintech, $96.6 million from net2phone and $865.9 million from Traditional Communications. NRS had approximately 40,400 active terminals and approximately 29,400 NRS Pay customers as of July 31, 2026.

The audio replay and transcript follow the call.

Forward guidance

2 guided metrics

Management's latest ranges and targets are included below.

Research coverage

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Research materials

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8-K earnings release Filed Sep 28, 2026 10-K report Filed Sep 29, 2026 Company webcastOpen the original investor-relations page

Forward guidance

From the 8-K filed Sep 28, 2026.

Metric	Period	Guided	Basis
Consolidated gross profit FY 2027	FY 2027	$545M – $555M	—
Adjusted EBITDA fiscal 2027	fiscal 2027	$176M – $180M	Non-GAAP

Quarter detail

How the reported period landed and where the business moved.

Capital returned

Dividend / share: $0.07

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