Overview

* Adjusted EPS for fiscal Q4 misses analyst expectations, per LSEG data

* Fintech segment adjusted EBITDA up 267%, driven by BOSS Money growth

Outlook

* IDT expects FY 2026 Adjusted EBITDA of $141-$145 mln

* Company anticipates growth in Merchant Services and SaaS fees in FY 2026

Result Drivers

* BOSS MONEY EXPANSION - Digital channel expansion in BOSS Money contributed to a 267% increase in fintech segment adjusted EBITDA

* NRS REVENUE GROWTH - Merchant services and SaaS fees drove a 22% increase in recurring revenue for the NRS segment

* NET2PHONE SUBSCRIPTION - Subscription revenue increased by 8%, with constant currency growth higher at 9%

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q4 Miss $0.76 $0.91 (1

Adjusted Analyst)

EPS

Q4 EPS $0.67

Q4 Net $16.90

Income mln

Q4 $33 mln

Adjusted

EBITDA

Q4 Miss $22 mln $30 mln

Operatin (1

g Income Analyst)

Analyst Coverage

* The one available analyst rating on the shares is "buy"

* The average consensus recommendation for the integrated telecommunications services peer group is "hold."

* Wall Street's median 12-month price target for IDT Corp ( IDT ) is $85.60, about 26.9% above its September 26 closing price of $62.57

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)