NYSE$IDT

IDT Corporation · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

IDT reported record results, driven by strong performance in NRS, Fintech, and net2phone segments.

IDT Corporation reported strong financial results for the first quarter of fiscal year 2025, with income from operations increasing by 38% to $23.6 million and Adjusted EBITDA rising by 31% to a record $29.1 million. GAAP EPS increased to $0.68 from $0.30, and Non-GAAP EPS increased to $0.71 from $0.32. Consolidated revenue increased sequentially for the third consecutive quarter, with NRS, Fintech (powered by BOSS Money), and net2phone achieving robust increases in revenue, gross profit, and Adjusted EBITDA.

  • IDT's income from operations increased by 38% to $23.6 million.
  • Adjusted EBITDA increased by 31% to a record $29.1 million.
  • GAAP EPS increased to $0.68 from $0.30.
  • Non-GAAP EPS increased to $0.71 from $0.32.

Headline financials

Total Revenue

$310M

Previous: $301M+2.8%
EPS

$0.68

Previous: $0.32+112.5%
Adjusted EBITDA

$30M

No prior period
CapEx

$5.3M

No prior period
Active POS Terminals

33.1K

No prior period
BOSS Money Transactions

5.6M

No prior period
net2phone Seats

406.0K

No prior period
Net Cash Provided by Operating Activities

$164K

No prior period
Capital Expenditures

-$5.28M

Previous: -$4.32M-22.1%
Free Cash Flow

$12M

Previous: $3.34M+258.7%
Net Income

$17.2M

Previous: $7.66M+125.2%
Operating Income

$23.6M

Previous: $17.2M+37.7%
Gross Profit

$108M

Previous: $94.4M+14.0%
R&D Expense

$12.8M

No prior period
Stock-Based Comp

$912K

Previous: $771K+18.3%

Revenue & EPS history

IDT · Revenue · Quarterly

$310M

Q1 2025+2.8%vs Q1 2024
Beat estimate in 4 of 5 quarters(80%)
ActualEstimate

Revenue by segment

IDT · $299M total across 4 segments · Q3 2023

  • IDT Global
    $241M-15.8%
  • BOSS Money
    $21.8M+40.8%
  • net2phone
    $18.5M+13.0%
  • National Retail Solutions
    $17.9M-37.3%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+2.1%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+1.7%

Avg return

30 days after

61%

40 / 66 earnings

Positive

+45.4%

Q4 2020

Best reaction

-20.9%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+2.7%+3.7%
Q2 2026-3.9%-7.4%-3.8%
Q1 2026-3.0%+0.1%+0.6%
Q4 2025-18.4%-22.7%-20.9%
Q3 2025-0.2%+1.6%-3.8%
Q2 2025+10.2%+6.1%+5.9%
Q1 2025+5.4%+5.3%-5.6%
Q4 2024+22.3%+26.0%+31.1%
Q3 2024-5.9%-8.0%-10.2%
Q2 2024-1.6%+1.8%-0.2%
Q1 2024+1.5%+5.2%+14.3%
Q4 2023+4.5%+8.2%+2.9%
Q3 2023-5.1%-13.2%-19.3%
Q2 2023+4.7%+9.1%+7.2%
Q1 2023+11.6%+9.3%+2.5%
Q4 2022+10.9%+5.7%+6.7%
Q3 2022-1.7%-11.9%-13.9%
Q2 2022-2.0%-4.5%-1.9%
Q1 2022-4.0%-9.0%-13.3%
Q4 2021+10.6%+14.9%+25.7%
Q3 2021+15.0%+35.3%+53.9%
Q2 2021+4.1%+13.5%+25.7%
Q1 2021+12.2%+8.4%-0.8%
Q4 2020+45.4%+69.6%+44.8%
Q3 2020+2.5%-5.5%-5.5%
Q2 2020-12.1%-19.2%-36.1%
Q1 2020-6.1%-7.5%-1.7%
Q4 2019-0.9%-5.1%-25.4%
Q3 2019+8.3%+14.0%+71.3%
Q2 2019+5.8%+11.0%+17.5%
Q1 2019-6.4%-6.7%-18.3%
Q4 2018+40.9%+49.8%+44.3%
Q3 2018+22.9%+15.2%+10.3%
Q2 2018+0.1%-2.3%-42.2%
Q1 2018-19.4%-26.6%-30.1%
Q4 2017-5.6%-4.6%-7.8%
Q3 2017-20.3%-15.8%-17.5%
Q2 2017-20.5%-32.2%-32.6%
Q1 2017-9.8%-14.3%-15.2%
Q4 2016+7.3%+7.6%+10.7%
Q3 2016+7.1%+10.1%+19.7%
Q2 2016+3.8%
Q1 2016+12.0%
Q4 2015-9.6%
Q3 2015+5.5%
Q2 2015-20.9%
Q1 2015-0.1%
Q4 2014-10.6%
Q3 2014+4.1%
Q2 2014-6.1%
Q1 2014-10.5%
Q4 2010+5.4%
Q4 2013+6.7%
Q3 2013+9.9%
Q2 2012+4.9%
Q2 2013+0.6%
Q1 2013+0.6%
Q2 2011+1.5%
Q4 2012-2.8%
Q3 2011+5.9%
Q3 2012+3.7%
Q4 2011+0.8%
Q1 2012+0.8%
Q1 2011+0.8%
Q3 2010+8.3%
Q2 2010+15.9%

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