IDT Corporation (IDT) Earnings Call Transcripts
IDT Corporation's Latest Earnings Call - Q3 FY2026
IDT Corporation reported its third-quarter fiscal year 2026 results, highlighting a 5% increase in revenue to $315.7 million and a 12% rise in income from operations to $29.8 million. The company raised its full-year adjusted EBITDA guidance to $150 million to $152 million, reflecting a 15% growth over fiscal 2025. Key drivers included the expansion of higher-margin businesses and steady cash generation from Traditional Communications. Management emphasized growth in digital transactions, which increased by 20% year-over-year, and highlighted the acquisition of OnCore Digital to enhance its advertising capabilities.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $315.7M (beat) |
| Gross Profit | $122.5M (beat) |
| Gross Margin | 38.8% (beat) |
| Income from Operations | $29.8M (beat) |
| Adjusted EBITDA | $37.5M (beat) |
| NRS Recurring Revenue Growth | 22% (beat) |
Guidance from management
Management raised full-year FY '26 adjusted EBITDA guidance to $150 million to $152 million, reflecting a 15% growth over fiscal 2025.
What management said
The real answer is we could have selected a bunch of different countries to have an expansion, and we have some partners there that suggested that we try it there and we decided why not.
I mean, listen, we definitely think that they are going to be a help to our advertising group. I mean they have a lot of expertise internally that we as a company didn't have. They have a lot of relationships that we as a company didn't have, and they're very good guys to work with. And we've worked with them as partners for a number of years already. So this is sort of a long-term relationship already. And we expect...
What analysts pressed on
Analysts expressed interest in the strategic rationale behind the OnCore Digital acquisition, given the challenging advertising industry. There were also questions about potential spin-offs, particularly regarding net2phone, and the competitive landscape for NRS.
Main topics on the call
- Revenue and Profit Growth — Consolidated revenue grew 5% to $315.7 million, with gross profit increasing 9% to $122.5 million. Gross margin expanded by 170 basis points to a record 38.8%.
- Adjusted EBITDA Guidance — Management raised full-year FY '26 adjusted EBITDA guidance to $150 million to $152 million, representing a 15% growth at the midpoint over fiscal year 2025.
- NRS and Digital Transactions — NRS recurring revenue grew 22% year-over-year, with digital transactions increasing 20% and digital send volume growing 40%.
- OnCore Digital Acquisition — IDT acquired a controlling stake in OnCore Digital, aiming to integrate its platform with NRS' network to enhance retail offerings.
Read the full IDT Corporation transcript (Q3 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About IDT Corporation
IDT Corporation (IDT) is a publicly listed company in the Diversified Telecommunication Services industry, within the Communication Services sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 26 calls on record spanning March 5, 2020 to June 3, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 26 IDT Corporation earnings call transcripts on record, spanning March 5, 2020 to June 3, 2026. Based on this history, IDT Corporation reports quarterly. The most recent call on file is dated June 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- IDT
- Exchange
- NYSE
- Country
- US
- Sector
- Communication Services
- Calls on record
- 26
- First call
- March 5, 2020
- Most recent
- June 3, 2026
- Reporting cadence
- quarterly