IDT Corporation Class B (IDT)

IDT reported strong financial results with a 43% increase in consolidated Adjusted EBITDA for fiscal year 2025, followed by strong First Quarter Fiscal Year 2026 results. The Delaware Supreme Court affirmed the dismissal of claims against IDT related to the Straight Path Communications sale. CFO Marcelo Fischer sold 641 shares of IDT stock, with insider selling outweighing buying in the past three months. A quarterly dividend of $0.06 per share was declared and paid on December 23, 2025. IDT repurchased $7.6 million in stock during the first quarter of fiscal year 2026. IDT shares experienced fluctuations, including a 20% drop in July 2025 and a slight fall in early January 2026.

Demand for IDT Corp.'s products and services exhibits seasonality. Services like BOSS Money experience surges in demand around major holidays and back-to-school periods. The NRS segment is impacted by seasonal factors, with retail businesses generally experiencing fluctuations around holidays and other events. The cloud communications industry can experience seasonal peaks, and cloud services are often utilized for their scalability. The Traditional Communications segment is noted for providing steady cash generation despite declining legacy voice volumes.

IDT Corporation is a multinational provider of communications and payment services, headquartered in Newark, New Jersey. The company's core business revolves around offering point-of-sale terminal-based solutions, international money remittance, cloud communications, and traditional communication services. Its major products and services include the BOSS Revolution and BOSS Money apps for international money remittance and calling, National Retail Solutions (NRS) providing POS network solutions, net2phone offering cloud communications services, IDT Digital Payments enabling prepaid digital offerings, BOSS Revolution Calling for international long-distance voice calling, and IDT Global and IDT Express as wholesale providers of international voice and SMS termination.

IDT Corp. has a global presence, operating in North America, Latin America, Europe, Africa, and Asia. The company has a workforce of over 1,700 professionals across six continents.

IDT Corp. generally maintains a positive brand reputation, particularly through its customer-focused services. The BOSS Money app achieved the highest average app store rating among digital money transfer providers in FXC Intelligence's 2025 customer satisfaction ranking. The company has an established market presence and has maintained a loyal customer base and brand recognition.

Major institutional shareholders of IDT Corp. include BlackRock, Inc., Vanguard Group Inc, Renaissance Technologies Llc, Dimensional Fund Advisors Lp, First Trust Advisors Lp, State Street Corp, Geode Capital Management, Llc, IWM - iShares Russell 2000 ETF, and Acadian Asset Management Llc, holding approximately 56.6% of the stock. Individuals hold about 20.4% of the company's shares, with Howard Jonas, the founder and Chairman of the Board, holding 15.6% of the shares as of December 29, 2025.