AlphAIAlphAI — Financial news for AI agents
uk.investing.comSEP 282 min read$IDT

Earnings call transcript: IDT posts record fiscal 2026, shares rise in after-hours

IDT reported record fiscal 2026 results, with revenue up 5% and adjusted EBITDA up 17% to $154.6M, exceeding guidance. Shares rose 6.36% to $71.75 after-hours. The company guided for 11-15% growth in fiscal 2027, driven by higher-margin segments NRS, Fintech, and net2phone. IDT ended the year debt-free with $272M in cash.

Original reporting
uk.investing.com
Published Sep 28, 2026, 10:20 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 28, 2026, 10:38 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 DeskScoring methodologyReport an issue
AlphAI market briefEarnings
Primary signal
$IDT
Bullish
high confidence
Mentioned
$IDT
Relevance
7/10
AlphAI data visualization · based on uk.investing.com
Decision brief

The 30-second read

$IDTBullishMed
01

Why it matters

The earnings beat and guidance lift sentiment, but investors should watch AI spend and remittance regulation.

02

Market read

IDT's strong results and guidance provide a clear trading catalyst, with immediate price impact and sector implications.

03

What to watch

Potential regulatory risk to Fintech remittance business and legacy voice decline could limit upside.

Relevance 7/10Novelty 7/10Timing: after‑hours today

Background

The article summarizes IDT's earnings call, noting record revenue growth, margin expansion, debt‑free status, and FY2027 guidance.

Company-level read

Ticker impact

$IDTBullishHigh confidence
Context

IDT reported record fiscal 2026 results and raised FY2027 guidance, driving a 6% after‑hours price jump.

Expected impact

upward pressure as investors price in stronger growth and debt‑free balance sheet

Evidence & confidence

Record revenue, margin expansion and cash generation were highlighted; guidance above prior expectations suggests continued momentum.

Market effects

Sector

Highlights strength in telecom‑services sub‑sectors (NRS, Fintech, cloud communications) which may lift peers.

Regional

U.K. market noted lower FTSE despite IDT surge, indicating mixed sector sentiment.

Global

Shows how smaller telecom firms can benefit from AI and digital remittance trends worldwide.

Counterpoint

What could challenge this read

Guidance may be modest relative to growth expectations; AI spend could pressure near‑term margins.

Key entities

  • Executive
    Shmuel Jonas

    CEO of IDT, highlighted high‑margin segments.

  • Executive
    Marcelo Fischer

    CFO, emphasized turning point in legacy business.

Read at source← All news

Related articles

SEP 28
$IDTHigh

IDT CORP (IDT): Results of Operations and Financial Condition

IDT CORP (IDT) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 IDT Corporation Reports Record Fourth Quarter and Fiscal Year 2026 Results Record fourth quarter Gross Profit +18% ; Income from Operations +52% ; Adjusted EBITDA * +22% FY 2026 Income from Operations of $121M (+21%); Adjusted EBITDA of $155M (+17%) NEWARK, NJ — Sept

SEC EDGAR 8-K2 min
AUG 29
$IDTMed

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.

yahoo.com3 min
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