IDT Q4 and Fiscal 2026 Earnings Call: EBITDA Growth and FY2027 Guidance
Source Tradingkey
Key Takeaways
- IDT Corporation’s fourth-quarter revenue increased 7% year over year, while fiscal 2026 revenue rose 5%, accelerating from 2% growth in fiscal 2025.
- Fiscal 2026 adjusted EBITDA increased 17% to $154.6 million, above management’s revised $150 million to $152 million guidance range. The company also reported record quarterly and full-year gross profit and gross margin.
- NRS delivered 31% fourth-quarter revenue growth to $45 million. Adjusted EBITDA rose 47%, with a 31% margin, supported by Merchant Services and advertising and data revenue.
- Fintech revenue increased 14% to $176 million for fiscal 2026, while adjusted EBITDA grew 41%. BOSS Money’s digital channel accounted for 88% of fourth-quarter transactions.
- Net2phone’s fiscal 2026 subscription revenue rose 10% to $94.6 million, while adjusted EBITDA increased 33% to $16.1 million. Management said the business is on track to exceed $100 million in ARR during the current quarter.
- For fiscal 2027, management expects consolidated gross profit of $545 million to $555 million and adjusted EBITDA of $176 million to $180 million.
Key Financial Data
| Metric | Reported result | Year-over-year change or context |
|---|---|---|
| Consolidated revenue, Q4 FY2026 | — | Up 7% |
| Consolidated revenue, FY2026 | — | Up 5%, versus 2% growth in FY2025 |
| Adjusted EBITDA, FY2026 | $154.6 million | Up 17% |
| NRS revenue, Q4 FY2026 | $45 million | Up 31% |
| NRS adjusted EBITDA margin, Q4 FY2026 | 31% | Adjusted EBITDA up 47% |
| Fintech revenue, FY2026 | $176 million | Up 14% |
| Fintech gross margin, Q4 FY2026 | 66% | Up 650 basis points |
| Net2phone subscription revenue, FY2026 | $94.6 million | Up 10% |
| Net2phone adjusted EBITDA, FY2026 | $16.1 million | Up 33% |
| Traditional Communications adjusted EBITDA, FY2026 | $77 million | Up 1% |
| Unrestricted cash and liquid investments | $272 million | No debt at fiscal year-end |
| FY2026 share repurchases | Approximately 422,000 shares for $21 million | Opportunistic buybacks |
Business and Operating Performance
NRS
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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