earnings
confidence high
sentiment positive
materiality 0.70
IDT Q3 FY2025: GAAP EPS $0.86 (vs $0.22), revenue $302M, adj EBITDA +57%
IDT CORP
2025-Q3 EPS
reported $2.34
vs consensus $0.92
▲ beat
(+154.6%)
- GAAP EPS $0.86 vs $0.22; Non-GAAP EPS $0.90 vs $0.38; income from operations +133% to $26.6M.
- Revenue $302M (+1% YoY); gross profit $112M (+15%); gross margin 37.1% (+470 bps).
- NRS recurring revenue +23% to $29.4M; Fintech segment Adj EBITDA $5.0M (vs $0.2M); net2phone Adj EBITDA +50% to $3.2M.
- BOSS Money transactions +27% to 6M; revenue +25% to $34.4M; Traditional Communications income from ops +39% to $17.3M.
- CEO highlighted NRS hyper-local delivery platform and net2phone AI Agents as growth initiatives.
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