IDT Corporation (DE:IDC2)
NYSE:IDC2
Earnings Data
Report Date
Oct 01, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.84Last Year’s EPS
0.65Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized multiple operational wins: record gross profit and margin expansion, continued revenue and adjusted EBITDA growth, raised full-year EBITDA guidance, meaningful momentum across NRS, digital channels and net2phone (including AI traction), a strong cash position, and a small strategic tuck-in acquisition. Negatives were limited to increased competition in NRS, advertising industry headwinds, a modest decline in traditional communications revenue, and some remaining strategic uncertainty around potential net2phone monetization and BOSS Money steady-state margins. Overall the positives materially outweigh the negatives.Company Guidance
Consolidated Revenue Growth
Consolidated revenue grew 5% year-over-year to $315.7 million for the quarter.
Record Gross Profit and Margin Expansion
Gross profit increased 9% to $122.5 million and gross margin expanded 170 basis points to a record quarterly high of 38.8%.
Improving Operating Results and Adjusted EBITDA
Income from operations rose 12% to $29.8 million and adjusted EBITDA increased 13% to $37.5 million.
Raised Full-Year Adjusted EBITDA Guidance
Full-year FY'26 adjusted EBITDA guidance was raised to $150 million–$152 million, a midpoint representing ~15% growth versus fiscal 2025.
Strong NRS Growth Metrics
NRS recurring revenue grew 22% year-over-year; monthly average recurring revenue per terminal rose ~10%; terminal network exceeded 39,000 active POS terminals and payment processing accounts surpassed 29,000 (up 14% YoY). NRS Rule of 40 score was 50 for the quarter.
Digital Channel Acceleration
Digital transactions grew 20% year-over-year and digital send volume (dollars moved) grew 40% year-over-year, with digital channel growth accelerating relative to the prior quarter.
Net2phone Momentum and AI Traction
net2phone subscription revenue rose 12% and total revenue rose 11%; seats served reached 441,000 (up 6% YoY); gross margin expanded 130 basis points to 80.6% and income from operations increased 76%. Management reported growing AI-powered features and early external sales.
Three Growth Segments Driving Profitability Rotation
NRS, FinTech and net2phone contributed $107 million of revenue (~34% of consolidated), their combined adjusted EBITDA grew 27% YoY to $20.5 million and these segments produced 55% of consolidated adjusted EBITDA (up from 29% a year ago), demonstrating operating leverage.
Strong Balance Sheet and Capital Returns
Ended the quarter with $251 million in cash, cash equivalents and current debt & equity securities (ex-restricted cash). Board declared a quarterly cash dividend of $0.07 per share and management repurchased ~84,000 shares for $4 million during the quarter.
Strategic Acquisition to Enhance Ad Monetization
Acquired an ~80% controlling stake in OnCore Digital (valuation ~ $6 million plus earn-outs), a digital media brokerage expected to be accretive and to help monetize NRS screen inventory and publisher relationships.
DE:IDC2 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:IDC2 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jun 03, 2026 | €47.18 | ― | ― |
Mar 10, 2026 | €43.04 | €44.12 | +2.51% |
Dec 04, 2025 | €42.61 | €44.72 | +4.96% |
Sep 29, 2025 | €52.96 | €53.61 | +1.23% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does IDT Corporation (DE:IDC2) report earnings?
IDT Corporation (DE:IDC2) is schdueled to report earning on Oct 01, 2026, After Close (Confirmed).
What is IDT Corporation (DE:IDC2) earnings time?
IDT Corporation (DE:IDC2) earnings time is at Oct 01, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of IDT Corporation stock?
The P/E ratio of IDT is N/A.
What is DE:IDC2 EPS forecast?
DE:IDC2 EPS forecast for the fiscal quarter 2026 (Q4) is 0.84.