IDT Corporation (NYSE:IDT) Q2 2023 Earnings Conference Call March 8, 2023 5:30 PM ET Company Participants Samuel Jonas - Chief Executive Officer Marcelo Fischer - Chief Financial Officer Conference Call Participants David Polansky - Immersion Investments Daniel Koch - Alta Fox Adam Wilk - Greystone Capital Sean Berger - Adirondack Retirement Specialists Operator Good evening and welcome to the IDT Corporation’s Second Quarter Fiscal Year 2023 Earnings Call. In today’s presentation, IDT’s management will dis ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED OCTOBER 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 1-16371 IDT CORPORATION (Exact Name of Registrant as Specified in its Charter) Delaware 22-3415036 (State or other jurisdiction of incorporation or organization) 520 Broad St ...

IDT Corporation (NYSE:IDT) Q1 2023 Earnings Conference Call December 5, 2022 6:00 PM ET Company Participants Samuel Jonas - Chief Executive Officer Marcelo Fischer - Chief Financial Officer Conference Call Participants David Polansky - Immersion Investments Operator Good evening and welcome to the IDT Corporation’s First Quarter Fiscal Year 2023 Earnings Call. In today’s presentation, IDT’s management will discuss IDT’s financial and operational results for the 3-month period ended October 31, 2022. During ...

| --- | --- | |-------|-----------------------------------------------------------------------| | | | | | | | | | | | | | | Investor | | | LD Micro Main Event XV Investor Conference Presentation October 2022 | Forward-Looking Statements All statements in this presentation that are not purely about historical facts, including, but not limited to, those in which we use the words "believe," "anticipate," "expect," "plan," "intend," "estimate, "target" and similar expressions, are forward-looking statements wit ...

or ☐ Transition report pursuant to section 13 or 15(d) of the securities exchange act of 1934. Commission File Number: 1-16371 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ Annual report pursuant to section 13 or 15(d) of the securities exchange act of 1934 for the fiscal year ended July 31, 2022. | | | Name of each exchange on | | --- | --- | --- | | Title of each class | Trading Symbol | which registered | | Class B common stock, par value $0.01 per share | IDT | New ...

IDT Corporation (NYSE:IDT) Q4 2022 Earnings Conference Call September 6, 2022 5:30 PM ET Company Participants Shmuel Jonas - Chief Executive Officer Marcelo Fischer - Chief Financial Officer Conference Call Participants Connor Haley - Alta Fox Capital Adam Wilk - Raceland Capital Sean Berger - Adirondack Retirement Operator Good evening, and welcome to IDT Corporation's Fourth Quarter and Full Fiscal Year 2022 Earnings Call. In today's presentation, IDT's management will discuss IDT's financial and operatio ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED APRIL 30, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 1-16371 IDT CORPORATION (Exact Name of Registrant as Specified in its Charter) (State or other jurisdiction of incorporation or organization) 520 Broad Street, Newark, New Jers ...

Financial Data and Key Metrics Changes - For Q3 FY2022, consolidated income from operations decreased by $500,000 to $13.3 million, while adjusted EBITDA increased by $100,000 to $18 million [18][19] - Revenue from the Traditional Communications segment decreased by $59.9 million or 17% to $285.9 million, attributed to a retreat in demand for paid voice services post-COVID [17] Business Line Data and Key Metrics Changes - NRS recurring revenue increased by 102% year-over-year, driven by strong merchant service and advertising sales, with nearly 1,400 net POS terminals and 1,200 net payment processing accounts added in Q3 [11][12] - net2phone's subscription revenue grew by 42% year-over-year, primarily due to the addition of approximately 22,000 seats, including nearly 7,000 from the Integra acquisition [13] - BOSS Money's revenue increased by 51% to $15.5 million, supported by a 27% year-over-year increase in transaction volumes [16] Market Data and Key Metrics Changes - The growth in net2phone was particularly strong in Latin American markets, while the U.S. business also performed well [14] - The Traditional Communications segment faced challenges as demand for paid voice services declined, impacting revenue from retail calling and wholesale carrier services [17] Company Strategy and Development Direction - The company is focusing on scaling three high-margin growth businesses: NRS, net2phone, and BOSS Revolution Money Transfer, while leveraging cash from the Traditional Communication segment [9][10] - The decision to postpone the spin-off of net2phone was made to enhance its value through continued growth and improved net margins [15][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining robust growth for NRS, particularly in advertising and data offerings due to long-term trends and seasonal tailwinds [12] - The company anticipates that as growth businesses expand, consolidated bottom-line results will increasingly reflect their contributions [19] Other Important Information - The company is investing in technology and marketing to improve the performance of its Mobile Top-Up business, which faced challenges this quarter [17] - Management is focused on improving net2phone's bottom line by being more disciplined in customer acquisition and marketing spend [61][62] Q&A Session Summary Question: Growth channels for NRS - Management indicated that growth in NRS is coming from enhanced sales across all segments, not from a single channel [23] Question: Future ARPU for NRS - Management believes ARPU for NRS will increase but did not provide a specific number [24] Question: Sustainability of 1,400 installs per quarter - Management is optimistic about exceeding 1,400 installs per quarter, citing previous equipment shortages as a limiting factor [25] Question: Expansion into new markets for NRS - Management confirmed that while the primary focus remains on traditional markets, there is ongoing expansion into other areas such as quick service restaurants [29] Question: Update on Mobile Top-Up competition - Management acknowledged increased competition in the Mobile Top-Up space but emphasized a focus on both revenue and profitable growth [39] Question: Expansion strategy for NRS services - Management confirmed that expanding services within existing stores is a key part of their strategy [44] Question: New target date for net2phone spin-off - Management stated there is no new target date for the spin-off, focusing instead on improving net2phone's bottom line [43] Question: Plans for improving net2phone's bottom line - Management outlined a focus on disciplined customer acquisition and targeted investments in high-growth geographies [61][62]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JANUARY 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 1-16371 IDT CORPORATION (Exact Name of Registrant as Specified in its Charter) Delaware 22-3415036 (State or other jurisdiction of incorporation or organization) 520 Broad St ...

IDT Corporation (NYSE:IDT) Q2 2022 Earnings Conference Call March 7, 2022 5:30 PM ET Corporate Participants Shmuel Jonas - Chief Executive Officer Marcelo Fischer - Chief Financial Officer Jonah Fink - President, Net2Phone Conference Call Participants Brian Warner - Private Investor Jason Lustig - J. Goldman David Polansky - Immersion Investments Sean Berger - Adirondack Retirement Adam Wilk - Greystone Capital Daniel Koch - Alta Fox Capital Operator Good evening. And welcome to the IDT Corporation’s Second ...