Full text
Earnings transcript
Read the complete earnings call transcript.
IDT
IDT Corporation
$48.47
-0.8
(-1.62%)
[ms_data_label text=’Delayed data’]
| Exchange: | NYSE |
| Market Cap: | 1.215B |
| Shares Outstanding: | 10.769M |
About The Company
| Sector: | Communication Services | |||||
| Industry: | Telecommunications Services | |||||
| CEO: | Samuel Jonas | |||||
| Full Time Employees: | 1820 | |||||
| Address: |
| |||||
| Website: | https://www.idt.net |
IDT Corporation operates in the communications and payment industries in the United States and internationally. The company operates through three segments: Fintech; net2phone-UCaaS (Unified Communications as a Service); and Traditional Communications. The Fintech segment offers international money remittance and related value/payment transfer services under the BOSS Revolution brand name; national retail solutions, such as point of sale network providing payment processing, digital advertising, transaction data, and ancillary services under the NRS brand name. The net2phone-UCaaS segment provides net2phone-UCaaS, a cloud communications service for businesses; and cable telephony services under the net2phone brand name. The Traditional Communications segment, which include Mobile Top-Up, that enables customers to transfer airtime and bundles of airtime, messaging, and data to international and domestic mobile accounts; BOSS Revolution Calling, an international long-distance calling service; Carrier Services, a wholesale provider of international voice and SMS termination, and outsourced traffic management solutions to telecoms; and net2phone-Platform Services, which offer telephony services to cable operators and others, as well as smaller communications and payments offerings. IDT Corporation was founded in 1990 and is headquartered in Newark, New Jersey.
Click to read more…
Revenue Segmentation
EPS
Historical EPS and analyst estimates in one chart. Log in for the full interactive view and links to detailed estimates.
Earnings Call
AI summary
Key takeaways
Short, structured highlights from the call so you can focus on what matters.
Log in to continue
Log in to read the full transcript and AI-generated earnings summaries.
Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,238,854 | 1,205,778 | 1,231,495 |
| Gross Profit | 363,120 | 390,157 | 446,195 |
| EBITDA | 82,097 | 82,261 | 127,163 |
| Operating Income | 60,743 | 64,753 | 100,424 |
| Net Income | 40,492 | 64,454 | 76,094 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 510,810 | 550,095 | 626,203 |
| Total Liabilities | 300,342 | 283,539 | 295,787 |
| Total Stockholders Equity | 193,729 | 246,183 | 305,131 |
| Total Debt | 2,881 | 1,533 | 1,103 |
| Cash and Cash Equivalents | 103,637 | 164,557 | 341,832 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 54,140 | 78,191 | 127,061 |
| Capital Expenditure | -21,958 | -18,922 | -20,770 |
| Free Cash Flow | 32,182 | 59,269 | 106,291 |
| Net Income | 44,366 | 68,264 | 81,139 |
| Net Change in Cash | 9,261 | 56,633 | 86,376 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 1,290,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 1,290,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 1,290,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 208,605.043 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 208,605.043 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 208,605.043 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 113,827.504 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 113,827.504 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 113,827.504 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 255,030.698 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 255,030.698 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 255,030.698 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 4.500 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 4.500 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 4.500 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
Log in to continue
Log in and subscribe to Full Access to see up to 5 years of analyst estimates.
Login — it's free(* All numbers are in thousands)
Current Key Metrics
Log in to continue
Log in to see all key valuation metrics and ratios for this symbol.
Login — it's freeForward P/E Ratios
Log in to continue
Log in with Full Access for forward P/E high/low estimates and the full multi-year table.
Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: IDT Corporation reported a strong Q2 FY2025, with record revenue as highlighted in the earnings call transcript. Key financial results indicate sustained growth in revenue and net income, supported by positive trends in operating cash flow and free cash flow from the cash flow statements, reflecting operational efficiency.
- Strategic Initiatives: The earnings call summary emphasizes proactive strategies to sustain growth, including innovation-driven projects and targeted capital expenditures (capex) as seen in the cash flow statements under investments in property, plant, and equipment. These efforts position IDT favorably within its industry.
- Solid Profitability Metrics: High gross profit margin and net profit margin (from key metrics TTM) demonstrate IDT’s ability to maintain profitability, outperforming certain industry averages as indicated by sector and industry performance data.
Log in with Full Access for Weaknesses, Opportunities, Threats, and the complete SWOT.
At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates IDT intrinsic value between $34.34 – $55.42 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about IDT valuation
Is IDT Corporation (IDT) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for IDT Corporation (IDT) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is IDT a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether IDT trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is IDT’s P/E ratio?
You can see IDT’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for IDT?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is IDT a good long-term investment?
Whether IDT fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
IDT
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
[ms_data_label text="Daily snapshot"]
-1.62
Trading Metrics:
| Open: | [ms_cell_or_dash table='trading_quote' column='open'] | Previous Close: | [ms_cell_or_dash table='trading_quote' column='previousClose'] | |
| Day Low: | [ms_cell_or_dash table='trading_quote' column='dayLow'] | Day High: | [ms_cell_or_dash table='trading_quote' column='dayHigh'] | |
| Year Low: | 45.35 | Year High: | 71.12 | |
| Price Avg 50: | 49.04 | Price Avg 200: | 54.56 | |
| Volume: | 86654 | Average Volume: | 150088 |
Log in to continue
Log in for multi-period charts (1W–5Y), period tabs, and the same layout as members.
Login — it's freeIDT full analysis
Welcome to MARKETSNAP’s SWOT analysis for IDT Corporation! If you’re not familiar with this name, don’t worry—I’ve got you covered. IDT Corporation is a player in the telecommunications and payment services space, operating within the broader technology and communications sector. They’ve got a diverse portfolio, offering services like prepaid calling cards, mobile top-up solutions, and even fintech innovations. Headquartered in the U.S., they’ve built a presence across multiple regions, serving both individual and business customers. For us long-term investors, understanding…
