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NEWARK, NJ, Dec. 03, 2025 (GLOBE NEWSWIRE) -- IDT Corporation (NYSE: IDT), a global provider of fintech and communications services, commented on the decision issued today by the Delaware Supreme Court affirming the Court of Chancery’s post-trial decision dismissing all claims against IDT and finding no harm to Straight Path Communications Inc. (“Straight Path”) shareholders. “We are very pleased by today’s decision from the Delaware Supreme Court, which puts to rest this lawsuit by affirming the post-trial ...

Core Insights - net2phone has launched a HIPAA-compatible AI Agent aimed at enhancing healthcare communications and reducing administrative burdens for healthcare providers [1][2][3] Product Features - The AI Agent automates routine patient interactions, allowing healthcare providers to focus more on patient care while ensuring compliance with HIPAA privacy and security standards [3][4] - It offers capabilities such as 24/7 virtual assistance for inquiries, patient scheduling and reminders, and natural language understanding for efficient communication routing [6] Market Impact - The introduction of the AI Agent is expected to help healthcare organizations reduce operational costs and improve response times, thereby enhancing overall patient satisfaction [2][4] - The solution integrates seamlessly with existing database systems, which facilitates streamlined patient interactions [2][4] Company Background - net2phone is recognized for its innovative AI-powered communications and has established a reputation as a leader in both innovation and growth within the industry [5] - The company is a subsidiary of IDT Corporation, indicating a strong backing and potential for further development in the communications sector [5]

Core Viewpoint - IDT Corporation is set to release its financial and operational results for the first quarter of fiscal year 2026 on December 4, 2025, with an earnings conference call scheduled for the same day [1][2]. Financial Results Announcement - IDT Corporation will report its financial results for the three months ended October 31, 2025, on December 4, 2025, at approximately 4:30 PM Eastern [1]. - The earnings release will be available on the IDT investor relations website [1]. Earnings Conference Call - An earnings conference call will take place at 5:30 PM Eastern, featuring management's discussion of the results followed by a Q&A session with investors [2]. - Participants can join the call by dialing 1-888-506-0062 (toll-free from the US) or 1-973-528-0011 (international) with the access code 586702 [2]. Call Replay Information - A replay of the conference call will be available approximately three hours after the call concludes and will remain accessible until December 18, 2025 [3]. - To access the replay, dial 1-877-481-4010 (toll-free from the US) or 1-919-882-2331 (international) with the replay passcode 53127 [3]. - The replay will also be available via streaming audio on the IDT investor relations website [3]. Company Overview - IDT Corporation is a global provider of fintech and communications solutions, operating through various synergistic businesses [4]. - Key business segments include National Retail Solutions (NRS), BOSS Money, net2phone, IDT Digital Payments, BOSS Revolution, IDT Global, and IDT Express, each offering unique services in retail, remittances, cloud communications, and international messaging [4].

Core Insights - National Retail Solutions (NRS) has integrated with Grubhub to enable independent retailers to offer remote ordering for delivery or in-store pick-up, enhancing their digital capabilities [1][2] Company Overview - NRS operates a leading point-of-sale (POS) terminal-based platform and digital payment processing service for independent retailers across the U.S. [3] - NRS is a subsidiary of IDT Corporation, listed on NYSE [3] Partnership Details - The integration with Grubhub allows NRS retailers, primarily neighborhood convenience stores and bodegas, to compete effectively in the digital marketplace [2] - Key advantages of the integration include streamlined operations, real-time menu and inventory syncing, reduced training requirements, centralized management, and actionable analytics [5] Operational Benefits - Grubhub orders are directly processed through the NRS POS system, simplifying workflows and reducing counter clutter [5] - Price updates and inventory changes in the NRS POS are automatically reflected on Grubhub menus, ensuring order accuracy [5] - Retailers can manage Grubhub menus and store analytics directly from their NRS POS, enhancing operational efficiency [5] Market Impact - The integration is designed to help local businesses thrive in a digital-first environment, unlocking new revenue streams without adding operational complexity [2] - NRS retailers utilizing the Grubhub integration have reported significantly increased profitability and strong returns on investment [2]

Core Insights - The average price for the top 500 items in October 2025 increased by 3.0% year-over-year, slightly up from a 2.9% increase in September 2025 [6][8] - Same-store sales rose by 5.7% year-over-year in October 2025, showing a slight decrease of 0.7% compared to September 2025 [5][6] - The NRS retail network included approximately 37,900 active terminals across about 32,900 independent retailers, primarily serving urban consumers [2][12] Sales Performance - Same-store sales increased by 5.7% year-over-year, compared to a 5.8% increase in September 2025 [5] - For the three months ending October 31, 2025, same-store sales rose by 5.8% compared to the same period a year ago [6] - Units sold increased by 1.3% year-over-year but decreased by 1.8% compared to September 2025 [6] Transaction Metrics - The number of baskets (transactions) per store increased by 0.1% year-over-year but decreased by 2.6% compared to September 2025 [6] - The NRS POS terminals processed $2.15 billion in sales during October 2025, representing a 17% year-over-year increase [12] Consumer Trends - Year-over-year growth was driven by categories such as cigarettes, prepared cocktails, smokeless tobacco, energy beverages, and wine-based cocktails [8] - The data indicates healthy consumer engagement as the holiday season approaches, with expected growth in high-velocity categories like beverages and tobacco alternatives [9]

Core Thesis - IDT Corporation has transformed from a declining telecommunications provider into a diversified business model, but faces significant headwinds across its various segments, leading to concerns about valuation risks and growth projections [2][4]. Business Transformation - IDT has diversified into areas such as POS systems, global remittances, and UCaaS, leveraging its telecommunications expertise and retail distribution network [2]. - The company has achieved strong EBITDA growth and total shareholder returns, with shares trading around 10x EBITDA and maintaining a net cash position [2]. Segment Performance - The NRS segment, which serves niche markets, is experiencing plateauing growth due to market saturation and reduced quarterly net additions [2]. - BOSS Money, the fintech remittance business, is under regulatory pressure, leading to declining transaction volumes, particularly to Mexico [3]. - The net2phone segment faces slowing seat growth and pricing pressure in a commoditized market [3]. - Traditional Communications has stabilized through cost management, but structural declines in voice traffic limit further EBITDA growth [3]. Market Challenges - Each segment (NRS, BOSS Money, net2phone, and Traditional Communications) faces structural, regulatory, or competitive challenges that could hinder future growth [4]. - The market may be underestimating these headwinds, making IDT a potential short for investors concerned about over-optimistic growth projections [4]. Historical Context - A previous bullish thesis highlighted IDT's diversification and strong operational performance, but the current bearish perspective emphasizes the challenges faced across its business segments [5].

Core Insights - NRSInsights reported a 5.8% year-over-year increase in same-store sales for September 2025, following an 8.3% increase in August 2025 [5][6][10] - The NRS retail network includes approximately 37,400 active terminals across 32,400 independent retailers, primarily serving urban consumers [2][16] - The total sales processed through NRS terminals in September 2025 reached $2.1 billion, representing a 17% year-over-year increase [16] Sales Performance - Same-store sales decreased by 2.5% compared to August 2025, while units sold increased by 2.5% year-over-year [6][10] - The average price of the top 500 items purchased rose by 2.9% year-over-year, slightly lower than the 3.0% increase recorded in August 2025 [6] - Baskets per store increased by 1.9% year-over-year but decreased by 1.1% compared to the previous month [6] Market Trends - Growth was driven by prepared cocktails, sparkling water, and coffee, indicating a shift in consumer preferences [11] - There was also a notable increase in sales of cold and flu remedies, reflecting seasonal demand [11] - The three-month rolling average increase of 5.8% is the highest since 2023, suggesting a positive trend in retail performance [10] Transaction Data - Same-store data comparisons for September 2025 were based on approximately 224 million transactions across 23,400 stores [13] - The three-month data comparisons were derived from around 662 million transactions processed through stores that scanned transactions in both periods [14] Company Overview - National Retail Solutions operates a leading POS terminal-based platform for independent retailers, facilitating transaction processing and business management [17] - The company serves a diverse, predominantly urban, multi-cultural shopper base, providing valuable transaction data for consumer packaged goods suppliers and advertisers [17]

Core Viewpoint - IDT Corporation's stock has significantly underperformed since its earnings report, with a 20.3% decline compared to a 0.9% gain in the S&P 500 Index during the same period [1] Financial Performance Overview - For Q4 fiscal 2025, IDT reported consolidated revenues of $316.6 million, a 3% increase year over year [2] - Gross profit increased by 12% to $114.5 million, with margins improving by 310 basis points to 36.2% [2] - Income from operations rose 9% to $21.9 million, while adjusted EBITDA surged 33% to $33.4 million from $25.2 million [2] - GAAP EPS fell 53.8% to $0.67 due to the absence of a prior-year tax benefit, but non-GAAP EPS increased by 33.3% to $0.76 [2] Full Fiscal Year Performance - For the full fiscal 2025, revenues increased by 2.1% to $1.23 billion, marking IDT's first annual revenue increase since 2021 [3] - Net income attributable to IDT rose 18.1% to $76.1 million, driving GAAP EPS up by 18.5% to $3.01 [3] - Non-GAAP EPS jumped 63.6% to $3.19, while adjusted EBITDA surged 43% to a record $128.7 million [3] Segmental Results - National Retail Solutions (NRS) saw recurring revenues grow 22% year over year in Q4 to $32.6 million, driven by merchant services and SaaS fees [4] - BOSS Money transactions increased by 22% year over year, with segment revenues rising 21% to $42.1 million [5] - net2phone's subscription revenues rose 8% to $22.2 million in Q4, with adjusted EBITDA increasing 42% to $3.5 million [6] - Traditional Communications revenues declined 3% to $217.4 million, primarily due to a 21% drop in BOSS Revolution calling revenues [7] Key Business Metrics - NRS achieved a monthly average recurring revenue per terminal of $299, up 4.9% year over year [8] - BOSS Money's digital channel revenues expanded 31% in Q4, accounting for over 80% of total remittance volume [8] Management Commentary - CEO Shmuel Jonas highlighted progress in digital initiatives across NRS, BOSS Money, and net2phone, including partnerships and upcoming digital capabilities [10] - Management emphasized a shift from retail to digital channels for BOSS Money, with plans for WhatsApp integration and a new digital wallet [10] Factors Influencing Results - The decline in GAAP net income was attributed to the absence of a one-off tax benefit from the prior year [11] - Increased churn in NRS's terminal base was noted, along with structural declines in international voice calling [11] Guidance - For fiscal 2026, IDT projects adjusted EBITDA of $141 million–$145 million, representing a 7% to 10% increase from fiscal 2025 levels [12] Other Developments - During fiscal 2025, IDT repurchased 221,823 shares for $10.1 million and maintained a quarterly dividend of $0.06 per share [13]

Core Insights - IDT Corporation is recognized as one of the 12 Best Stocks to Own for Grandchildren, focusing on fintech and communications solutions [1] - The company is committed to returning value to shareholders, as evidenced by its quarterly cash dividend announcement [2] - IDT aims to achieve $1.3 billion in revenue by 2028, supported by disciplined capital management and growth in its core business segments [4] Financial Performance - A quarterly cash dividend of $0.06 per share was announced, payable on October 10, indicating financial stability [2] - The NRS segment reported a 3.5% year-over-year increase in same-store sales for June 2025, reflecting effective integrated solutions [3] Future Outlook - IDT Corporation projects $1.3 billion in revenue and $104.9 million in earnings by 2028, positioning itself as a resilient investment opportunity [4]