Communications and payment services firm IDT's Q1 revenue rises

Reuters2025-12-05
Communications and payment services firm IDT's Q1 revenue rises

Overview

  • IDT fiscal Q1 revenue grows 4% yr/yr to $322.8 mln

  • Record levels of consolidated gross profit and Adjusted EBITDA achieved

Outlook

  • IDT maintains FY 2026 adjusted EBITDA guidance at $141-$145 mln

  • Company to introduce BOSS Wallet for U.S. customers soon

  • New federal excise tax on cash remittances may impact BOSS Money

Result Drivers

  • NRS RECURRING REVENUE - Co attributes 22% increase in recurring revenue to premium service offerings and higher average recurring revenue per terminal

  • BOSS MONEY DIGITAL CHANNEL - Fintech segment's growth driven by BOSS Money digital channel outperforming retail

  • NET2PHONE SUBSCRIPTION REVENUE - Subscription revenue growth driven by increased seats and strategic investments in AI product development

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Adjusted EPS

$0.94

$0.88 (1 Analyst)

Q1 EPS

$0.89

Q1 Net Income

$22.30 mln

Q1 Adjusted EBITDA

$37.90 mln

Q1 Operating Income

$30.90 mln

Analyst Coverage

  • The one available analyst rating on the shares is "buy"

  • The average consensus recommendation for the integrated telecommunications services peer group is "hold."

  • Wall Street's median 12-month price target for IDT Corp is $80.00, about 59.8% above its December 3 closing price of $50.05

  • The stock recently traded at 14 times the next 12-month earnings vs. a P/E of 17 three months ago

Press Release: ID:nGNXcgh0xd

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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