yahoo.comAUG 293 min read$IDT

IDT Highlights Growth Engines, Delays net2phone Spin-Off Until Markets Improve

IDT reported 5% revenue growth in the latest quarter, with its NRS, Fintech, and net2phone segments growing 17%. NRS generated $36M in recurring revenue, while BOSS Money saw 27% digital-channel revenue growth. net2phone reached $100M in revenue and 17% EBITDA margin. IDT delayed net2phone's spin-off due to market conditions, aiming for larger businesses and better capital-market conditions.

Original reporting

yahoo.com

Published Aug 29, 2026, 3:30 PM UTC

Analysis

AlphAI AI DeskAI-generated

Added to AlphAI Aug 29, 2026, 4:17 PM UTC. Informational, not investment advice.

How this was made

AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.

About AlphAI AI Desk Scoring methodology Report an issue

IDT Highlights Growth Engines, Delays net2phone Spin-Off Until Markets Improve — source image — Source · yahoo.com

Decision brief

The 30-second read

$IDTBullishMed

Why it matters

Earnings beat with strong adjusted EBITDA margins; strategic delay of spin‑off may affect capital allocation.

Market read

First report of Q3 results and strategic update; informs traders on earnings momentum and spin‑off outlook.

What to watch

Potential regulatory changes to remittance taxes and competitive pressure in Latin America.

Relevance 7/10Novelty 7/10Timing: post‑quarter earnings release

Background

IDT reported 5% YoY revenue growth, with NRS, Fintech and net2phone segments driving 17% combined growth.

Company-level read

Ticker impact

AI estimates · verify against primary disclosures

$IDTBullishHigh confidence

Context

IDT disclosed Q3 revenue growth, segment performance and delayed net2phone spin‑off, providing fresh financial metrics and strategic guidance.

Expected impact

Potential modest upside on earnings beat; downside risk if spin‑off remains postponed.

Evidence & confidence

Numbers exceed prior guidance and show strong segment momentum, yet management signals caution on spin‑off timing.

Market effects

Sector

Highlights growth in telecom fintech and UCaaS markets, may boost peer valuations.

Regional

U.S. telecom and fintech segments see incremental confidence.

Global

Shows demand for cross‑border remittance services globally.

Counterpoint

What could challenge this read

Delay of net2phone spin‑off could signal valuation concerns, suggesting caution.

Key entities

company
IDT Corporation
Diversified telecom and payment services provider.
executive
Marcelo Fischer
CFO providing commentary on spin‑off timing.

Read at source ← All news

JUN 5

$IDTMedAI 9/10

IDT Q3 Earnings Call Highlights

IDT’s Q3 earnings call highlighted growth across its businesses. Management said NRS recurring revenue rose 22% YoY and monthly average recurring revenue per terminal increased ~10%; NRS now has 39,000+ active POS terminals and 29,000+ payment processing accounts. After quarter-end, IDT acquired an 80% controlling stake in OnCore Digital for about $6M plus an earn-out to expand retail advertising. BOSS Money digital transactions rose 20% YoY and send volume 40%. net2phone subscription revenue ro

finance.yahoo.com6 min

JUN 5

$IDTMedAI 9/10

IDT Corp (IDT) Q3 2026 Earnings Call Highlights: Strong Revenue Growth and Strategic Expansion

IDT Corp’s Q3 2026 earnings call covered its OnCore Digital acquisition, with CEO Shmuel Jonas saying it should strengthen NRS advertising and be accretive. The company acquired an 80% controlling stake in OnCore for about $6 million, CFO Marcelo Fischer said. Jonas said no decision has been made on a potential net2phone spin-off. For BOSS Money, management cited steady-state EBITDA margin improvement tied to digital growth and efficiencies.

finance.yahoo.com6 min

MAY 28

$IDTMedAI 8/10

IDT Corporation to Report Third Quarter Fiscal Year 2026 Results

IDT Corporation (NYSE: IDT) said it will release third-quarter fiscal 2026 results for the three months ended April 30, 2026 on June 3, 2026 at about 4:30 p.m. ET. The company will hold an earnings call at 5:30 p.m. ET the same day, with dial-in details and an audio replay available afterward.

itnewsonline.com2 min

SEP 26

$FLNCHigh

Fluence Energy Stock Faces Lower 2026 Outlook After Supply Chain Delays

Fluence Energy (FLNC) reduced its 2026 revenue guidance to $2.4b from $3.0b due to supply chain issues and delays at its Houston facility. The company's ability to convert demand into revenue is now dependent on resolving these operational challenges. Analysts project revenue of $5.5b and earnings of $218.2m by 2029, with potential upside depending on execution and margin expansion.

simplywall.st3 min

SEP 26

$JBLUMed

JetBlue (JBLU) Raises its Revenue Forecast, but Costs are Climbing Just as Fast

JetBlue (JBLU) raised its Q3 revenue forecast to 17-20% YoY growth, up from 12.5-16.5%, citing strong demand. However, it also increased cost forecasts, with fuel costs rising to $3.96 per gallon. The airline reduced its 2026 capital expenditure forecast to $275M. Higher costs may offset revenue gains, and operational disruptions pose risks.

insidermonkey.com3 min

SEP 25

$COSTHighAI 9/10

Costco delivers another strong quarter

Costco reported a 6.7% increase in comparable-store sales (excluding gas and FX) for Q4, with strong growth in fresh foods and digital sales. Net income rose 14.8% to $3 billion, and total revenues increased 11.1% to $95.72 billion. The company is discontinuing its Costco Next marketplace to integrate it into its main e-commerce platform.

supermarketnews.com3 min