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Running on Clouds: The Story of On
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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 of $323 million (up 4% year-over-year), gross profit of $118.2 million, and Adjusted EBITDA of $37.9 million in Q1 FY2026, with net income attributable to stockholders rising 30% to $22.4 million.
Growth was driven by strong recurring revenue in NRS, digital transaction volume in Fintech, and increased seats in net2phone, with income from operations up 35%, 97%, and 94% year-over-year, respectively.
Traditional Communications segment provided steady cash generation, with income from operations up 1% and Adjusted EBITDA up 2% year-over-year, despite a slight revenue decline.
Delaware Supreme Court affirmed dismissal of all claims in the Straight Path Class Action suit, resolving a significant legal overhang.
Repurchased 158,000 shares for $7.6 million and paid $1.5 million in dividends during the quarter.
Financial highlights
Consolidated revenue increased 4% year-over-year to $323 million, with gross profit up 10% to $118.2 million and gross margin improving to 36.6%.
Income from operations increased 31% to $31 million; net income rose 29.4% to $22.4 million; EPS increased 31% to $0.89 per share.
Adjusted EBITDA reached a record $37.9 million (up 26–33%), with a margin of 11.7%.
EBITDA less CapEx totaled $32.1 million, a 30% year-over-year increase; CapEx for the quarter was $5.8 million.
Cash, cash equivalents, debt securities, and current equity investments totaled $220 million at quarter-end, with no outstanding debt.
Outlook and guidance
Maintains FY 2026 Adjusted EBITDA guidance of $141–$145 million, representing 7%–10% year-over-year growth, using the revised definition that excludes non-cash compensation.
Management expects cash flow from operations and current liquidity to be sufficient for working capital and capital expenditures over the next twelve months.
Anticipated capital expenditures for the next twelve months are $20–22 million.
Will monitor Q2 performance and update guidance in the next quarterly report.
NRS adjacent market expansion strategy
How will federal excise tax impact BOSS Money?
Capital allocation post-Straight Path resolution
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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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