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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
IDT
IDT (IDT) investor relations material
IDT Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary4 Dec, 2025
Executive summary
Achieved record consolidated revenue, gross profit, Adjusted EBITDA, and Adjusted EBITDA margin in Q1 FY2026, with consolidated revenue up 4% year-over-year to $323 million and net income attributable up 30% to $22.4 million, driven by strong growth in NRS, Fintech, and net2phone.
Growth segments (NRS, Fintech, net2phone) drove 19% TTM revenue growth year-over-year, now comprising 32% of total revenue.
Traditional Communications segment provided steady cash generation, with income from operations up 1% and Adjusted EBITDA up 2% year-over-year.
Delaware Supreme Court affirmed dismissal of all claims in the Straight Path Class Action suit, resolving a significant legal overhang.
Financial highlights
Consolidated revenue increased 4% year-over-year to $323 million; gross profit rose 10% to $118.2 million, with gross margin improving to 36.6%.
Adjusted EBITDA reached a record $37.9 million (up 26%), with a margin of 11.7%.
Net income for 1Q26 was $24.1 million, with diluted EPS up 31% to $0.89 per share; non-GAAP diluted EPS up 32% to $0.94.
EBITDA less CapEx totaled $32.1 million, a 30% year-over-year increase.
Cash, cash equivalents, debt securities, and current equity investments totaled $220 million at quarter-end, with no outstanding debt.
Outlook and guidance
On track to achieve full-year 2026 Adjusted EBITDA guidance of $141–$145 million, representing 7%–10% year-over-year growth, using the revised definition that excludes non-cash compensation.
NRS recurring revenue projected to maintain a 39% CAGR through 2025, with continued expansion in terminal deployments and average monthly recurring revenue per terminal.
Management expects cash flow from operations and current liquidity to be sufficient for working capital and capital expenditures over the next twelve months.
What initiatives will sustain NRS's Rule of 40 score?
How will BOSS Money adapt to the new federal excise tax?
How will IDT mitigate cash flow volatility from weekend funding?
NRS adjacent market expansion strategy
How will federal excise tax impact BOSS Money?
Capital allocation post-Straight Path resolution
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Next IDT earnings date
Q2 20265 Mar, 2026
IDT
Next IDT earnings date
Q2 20265 Mar, 2026
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Frequently asked questions
IDT Corporation is a holding company, which engages in the provision of retail telecommunications and payment services. It operates through the following segments: Telecom Platform Services, Consumer Phone Services and All Other. The Telecom Platform Services segment offers termination of international long distance voice traffic; retail communication services; wholesale carrier services; electronic prepaid phone cards and minutes of use associated with phone cards; enhanced communication services, including multimedia, satellite, IP communications and network access; and infrastructure products comprising software platforms for phone card applications and broadband communications infrastructure equipment.
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