
• Reported GAAP EPS of $0.84 up 3.70% YoY • Reported revenue of $320.52M up 5.66% YoY • IDT is increasing its FY 2026 guidance for consolidated Adjusted EBITDA from $141-$145M to $147-$149M, representing a 12% increase from FY 2025 Adjusted EBITDA of $131.7M at the midpoint.
Bullish
IDT's NRS segment showed strong recurring revenue growth and a 'Rule of 40' score of 46. BOSS Money's digital transactions increased 17%, net2phone expanded AI offerings, and IDT increased its dividend and repurchased stock.
Bearish
IDT's consolidated income from operations decreased 4%, and Advertising & Data revenue declined 10% due to CPM rate pressure. The Traditional Communications segment saw BOSS Revolution revenue decrease 14% and margin compression.