IDT (IDT) Q3 FY26 earnings call

Earnings call· Apr 2026 (Q3 FY26)· Communication Services· Jun 3, 2026

Source: earnings call transcript

IDT delivered another quarter of strong financial performance, driven by the continued expansion and operating leverage of its higher-margin NRS, FinTech, and net2phone segments. The company raised its full-year adjusted EBITDA guidance, reflecting confidence in its growth trajectory and the consistent cash generation from its Traditional Communications segment. Strategic acquisitions and AI integration are expected to further enhance offerings and drive future growth.

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IDT operating KPIs by quarter

IDT operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Apr 2026 Q3 FY26	Jul 2026 Q4 FY26	Change vs prior quarter
Seats served net2phone	441K Seats served reached 441,000, up 6% year-over-year with CCaaS seats growing faster than UCaaS, driving revenue per seat higher. Source: earnings call transcript	447K Subscription revenue increased 10% year-over-year in the fourth quarter, a 7% increase on a constant currency basis, and we ended the year with 447,000 seats, a 6% increase. Source: earnings call transcript	+1.4%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.