IDT · Idt Corp
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.”
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Active POS terminals | 40.4K | fiscal 2026 filing | — |
| BOSS Revolution and BOSS Money retailers | 18,000 | fiscal 2026 filing | — |
| IDT Global accounted for 6.18 billion minutes of the total Traditional Communications' minutes i | 6.18B | fiscal 2026 filing | — |
| Independent retailers in nationwide network | 35,000 | fiscal 2026 filing | — |
| Minutes of use - BOSS Revolution | 989M | fiscal 2026 filing | — |
| Minutes of use - IDT Global | 6.18B | fiscal 2026 filing | — |
| Payment processing accounts | 29.4K | fiscal 2026 filing | — |
| Recurring services as percentage of NRS revenue | 95% | fiscal 2026 filing | — |
| Seats served | 447K | fiscal 2026 filing | — |
| software defect escape ratio, a measure of quality for our flagship BOSS Revolution brand, of 2. | 2.3% | fiscal 2026 filing | — |
| Traditional Communications terminated 7.6 billion minutes in fiscal 2026 | 7.6B | fiscal 2026 filing | — |
| Unique monthly users | 1.8M | fiscal 2026 filing | — |
| Adjusted EBITDA non-GAAP | $154.6M | FY26 | — |
| Adjusted EBITDA (BOSS Money and Fintech) non-GAAP | $26.2M | FY26 | — |
| Adjusted EBITDA (net2phone) FY non-GAAP | $16.1M | FY26 | — |
| Adjusted EBITDA (Traditional Communications) FY non-GAAP | $77.3M | FY26 | — |
| Adjusted EBITDA - NRS non-GAAP | $45.8M | FY 2026 | — |
| Adjusted net cash provided by operating activities non-GAAP | $60.9M | FY26 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities (GAAP) 91.1M
-30.1M Changes in customer deposits
= Adjusted net cash provided by operating activities 60.9M
|
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| Average BOSS Money revenue per transaction | $5.72 | FY26 | — |
| Average monthly GP per location | $383 | 4Q26 | — |
| BOSS Money Digital as a percentage of total | 86% | FY26 | — |
| BOSS Money Digital channel transactions | 23.6M | FY26 | — |
| BOSS Money Retail channel transactions | 3.8M | FY26 | — |
| BOSS Money Total transactions | 27.4M | FY26 | — |
| CapEx | $1M | 4Q26 | — |
| CapEx (net2phone) | $1.6M | 4Q26 | — |
| CapEx (Traditional Communications) | $1.7M | 4Q26 | — |
| Capital expenditures | $23.1M | FY26 | — |
| Non-GAAP EPS - basic non-GAAP | $3.82 | FY 2026 | — |
GAAP → non-GAAP reconciliationGAAP Basic earnings per share $3.47
+$0.36 Total adjustments, net of tax
= Non-GAAP EPS - basic $3.82
|
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| Non-GAAP EPS - diluted non-GAAP | $3.82 | FY 2026 | — |
GAAP → non-GAAP reconciliationGAAP Diluted earnings per share $3.46
+$0.36 Total adjustments, net of tax
= Non-GAAP EPS - diluted $3.82
|
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| Non-GAAP net income non-GAAP | $95.5M | FY 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income attributable to IDT Corporation 86.6M
+8.9M Total adjustments, net of tax
= Non-GAAP net income 95.5M
|
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| NRS 'Rule of 40' score | 60 | 4Q26 | — |
| NRS Adjusted EBITDA (TTM) non-GAAP | $45.8M | TTM 4Q26 | — |
| NRS Average monthly GP per location | $352 | FY26 | — |
| Retailer locations | 35,400 | 4Q26 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Telecom Services — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IDT
this stock
Idt Corp
|
$1.68B | +54.2% | +2.1% | 19.5 | 2.2% |
|
SFTBF
Softbank Group Corp.
|
$227.96B | +46.1% | — | — | 0.3% |
|
VZ
Verizon Communications Inc
|
$195.61B | +12.7% | +2.5% | 12.2 | 2.0% |
|
TMUS
T-Mobile US, Inc.
|
$177.45B | -19.4% | +8.3% | 17.3 | 1.7% |
|
T
At&T Inc.
|
$173.91B | -2.2% | +2.7% | 8.4 | 1.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IDT | +17.1% | +14.9% | +59.0% | -1.2% | +54.2% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | +17.3% | +15.4% | +46.9% | -2.2% | +41.4% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.