NYSE$IDT

IDT Corporation · Q3 2020 earnings

Q3 2020 earnings · · Investor relations

Briefing

IDT's Q3 2020 results were announced, revealing resilience and growth in higher margin initiatives offsetting core offering decreases.

IDT Corporation reported a net income per diluted share of $0.02 and a non-GAAP earnings per diluted share of $0.08 on revenue of $321.3 million for the third quarter of fiscal year 2020.

  • The team transitioned to work from home rapidly, maintaining operations during the pandemic.
  • The resilience of the business and increased contribution from higher margin growth initiatives highlighted the quarter's results.
  • The increase in higher margin growth initiatives offset the decrease in contribution from lower margin core offerings.
  • The company is focused on adapting to meet the evolving needs of customers as the pandemic plays out.

Headline financials

Total Revenue

$321M

Previous: $341M-5.8%
EPS (adj)

$0.08

Previous: $0.20-60.0%
Capital Expenditures

-$11.9M

Previous: -$13.7M+13.6%
Free Cash Flow

-$11.3M

Previous: -$9.85M-15.1%
Net Income

$518K

Previous: $3.87M-86.6%
Operating Income

$3.79M

Previous: $2.75M+37.9%
Gross Profit

$62.5M

Previous: $58.5M+6.9%
Cash & Equivalents

$70.5M

Previous: $79.3M-11.1%
Total Assets

$372M

Previous: $420M-11.5%
Stock-Based Comp

$810K

Previous: $332K+144.0%

Revenue & EPS history

IDT · Revenue · Quarterly

$321M

Q3 2020-5.8%vs Q3 2019

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%

Forward guidance

The company is adapting to meet the evolving needs of customers as the pandemic plays out.

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 Q3 2020

Historical avgQ3 2020

+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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