IDT (IDT) Q4 FY26 earnings call

Earnings call· Jul 2026 (Q4 FY26)· Communication Services· Sep 28, 2026

Source: earnings call transcript

IDT capped off a record fiscal year, driven by accelerating growth in its high-margin NRS, Fintech, and net2phone segments, which now contribute a larger share of consolidated adjusted EBITDA. The company is debt-free with a strong balance sheet, positioning it for continued expansion and strategic flexibility, particularly through ongoing investment in AI capabilities and digital transformation across its offerings.

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IDT operating KPIs by quarter

IDT operating KPIs stated on its earnings calls, by fiscal quarter
KPI	Apr 2026 Q3 FY26	This call 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.