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Summary of IDT Conference Call - September 17, 2025 Company Overview - **Company**: IDT Corporation (NYSE:IDT) - **Market Cap**: Approximately $1.6 billion, an increase of nearly 80% over the past year [2] - **Headquarters**: Newark, New Jersey - **Financial Position**: Profitable with $224 million in cash and no debt, providing strategic flexibility [3] Key Business Segments High-Growth, High-Margin Businesses 1. **National Retail Solutions (NRS)** - Largest point-of-sale platform for independent retailers in the U.S. with 37,200 active terminals across over 32,000 stores [4][5] - Recurring revenue increased 23% year-over-year to $29.4 million, with a 70% CAGR from 2021 to 2024 [6] - Recurring revenue per terminal increased to $279.79 per month, up 3% year-over-year [7] - Merchant services revenue grew 37% year-over-year to $20 million, with a four-year CAGR of 91% [8] - Adjusted EBITDA for NRS was $7.2 million with a 23% EBITDA margin [10] 2. **BOSS Money** - International money remittance business generating over 90% of fintech segment revenue [11] - Digital transaction volume increased 32% in Q3, with send volume up 40% [12] - Digital revenue grew 31% to $24.5 million in Q3, with a four-year annualized growth rate of 27% [12] - Adjusted EBITDA for BOSS Money was over $5 million, with a 13% margin [15] 3. **net2phone** - Provides cloud communications services, focusing on SMB and mid-market enterprises [16] - Served 415,000 UCaaS and CCaaS seats, with an 8% year-over-year increase [17] - Adjusted EBITDA increased 50% year-over-year to $3.2 million, with a margin of 15% [17] Traditional Communication Segment - Generated $867 million in revenue over the trailing 12 months, accounting for 71% of consolidated revenue [18] - Focus on expanding digital prepaid platforms while managing declines in legacy businesses [19] Financial Performance - Consolidated gross profit margin reached a record 37.1%, up 470 basis points year-over-year [20] - Adjusted EBITDA for the trailing 12 months was $120.4 million, with expectations of at least $126 million for fiscal year 2025 [22] - Regular quarterly dividend increased from 5% to 6% ($0.06 per share) [22] Market and Regulatory Environment - Immigration policy impacts money transfer operators; IDT positioned well due to its digital focus [24] - A 1% remittance transaction tax will take effect on January 1, 2026, primarily affecting cash transactions [25] - Retailers in immigrant-heavy communities are not significantly impacted by immigration issues, with an 8% year-over-year sales increase reported [27] Future Outlook - Guidance for fiscal 2026 to be provided in the upcoming Q4 earnings report [29] - Focus on increasing recurring revenue per terminal and expanding the customer base through upselling and cross-marketing initiatives [30][32] Additional Insights - The company is actively scouting M&A opportunities to enhance growth [22] - The shift towards digital transactions is expected to continue driving revenue growth and customer acquisition [25][26]

Company Overview - IDT Corporation is a global provider of fintech and communications solutions, operating through a portfolio of synergistic businesses including National Retail Solutions, BOSS Money, net2phone, IDT Digital Payments, and IDT Global [4] Upcoming Event - IDT Corporation will participate in the Sidoti September Virtual Investor Conference on September 17th and 18th, 2025 [1] - Marcelo Fischer, IDT's Chief Financial Officer, and Bill Ulrey, VP Investor Relations, will present an overview of the company's operations, strategy, and financial results for the third quarter of fiscal year 2025 on September 17th from 10:45 to 11:15 AM Eastern Time [2] Presentation Details - The IDT presentation will be available via webcast on the Sidoti website, and registration for the presentation is free and open to the public [2]

Core Viewpoint - IDT Corporation is set to release its financial and operational results for the fourth quarter and full fiscal year 2025 on September 29, 2025, highlighting its ongoing commitment to transparency and investor engagement [1]. Financial Reporting - The earnings release will be available on the IDT investor relations website at approximately 4:30 PM Eastern on the reporting date [1]. - An earnings conference call will follow at 5:30 PM Eastern, featuring management's discussion of the results and a Q&A session with investors [2]. Conference Call Details - Investors can participate in the conference call by dialing 1-888-506-0062 (toll-free from the US) or 1-973-528-0011 (international), using access code 849358 [2]. - A replay of the conference call will be available approximately three hours after the call concludes, accessible until October 13, 2025 [3]. - The replay can be accessed by dialing 1-877-481-4010 (toll-free from the US) or 1-919-882-2331 (international), using replay passcode 52805, and 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].

August same-store sales jumped 8.3% year-over-year - the largest increase in over two years The average price paid for the top 500 items in August increased 3.0% year-over-year NEWARK, N.J., Sept. 09, 2025 (GLOBE NEWSWIRE) -- NRSInsights, a provider of sales data and analytics drawn from retail transactions processed through the National Retail Solutions (NRS) point-of-sale (POS) platform, today announced comparative retail same-store sales results for August 2025. As of August 31, 2025, the NRS retail netw ...

Core Insights - NRSInsights reported a 5.8% year-over-year increase in same-store sales for July 2025, marking the highest growth rate in over a year [6][10] - The NRS retail network includes approximately 37,200 active terminals across 32,100 independent retailers, primarily serving urban consumers [2][14] - The data reflects a total of $2.1 billion in sales processed through NRS POS terminals in July 2025, an 18% increase year-over-year [14] Sales Performance - Same-store sales increased 5.8% year-over-year and 0.3% month-over-month compared to June 2025 [6] - For the three months ending July 31, 2025, same-store sales rose 4.2% compared to the same period last year [6] - Units sold increased by 3.2% year-over-year but decreased by 1.5% compared to June 2025 [6] Transaction Metrics - The number of baskets (transactions) per store increased by 1.5% year-over-year but decreased by 0.4% compared to June 2025 [6] - The average price of the top 500 items purchased rose by 2.9% year-over-year, slightly higher than the 2.7% increase recorded in June 2025 [6] Comparative Analysis - Over the past twelve months, the U.S. Commerce Department's Advance Monthly Retail Trade data, excluding food services, outpaced the NRS network's three-month moving average same-store sales by 0.2% on average [8] - In June, the NRS network's three-month rolling average increase exceeded the U.S. Commerce Department's by 0.9% [8] Consumer Behavior Insights - Beverage categories, including energy drinks and soft drinks, contributed significantly to sales growth, while certain snack categories faced challenges [11] - Shifts in consumer behavior have led to increased demand for prepared cocktails and nutrition shakes [11] Transaction Volume - Same-store data comparisons for July 2025 were based on approximately 226 million transactions processed through about 23,000 stores [12] - For the three months ending July 31, 2025, comparisons were derived from approximately 649 million scanned transactions [13]

Group 1 - IDT's shares have decreased nearly 20% from their all-time high of $71, which was reached earlier this month [1] - Despite the recent decline, IDT's shares remain 23% above the price at the time of the initial analysis [1] Group 2 - The analysis focuses on undercovered companies, particularly in sectors such as technology, software, electronics, and energy transition [1] - The analyst has over 7 years of personal investment experience and emphasizes the importance of identifying asymmetric investment opportunities for achieving market-beating returns [1]

Core Insights - Gelteq Limited has entered into a memorandum of understanding with IDT Australia to establish a dedicated manufacturing facility for gel-based products targeting global pharmaceutical, nutraceutical, and animal health markets [1][3]. Company Overview - Gelteq is a clinical and science-based company headquartered in Melbourne, Australia, focusing on developing and commercializing white label gel-based delivery solutions across five core verticals: pharmaceuticals, over-the-counter medications, nutraceuticals, animal medications, and sports nutrition [5]. Partnership Details - The partnership with IDT Australia leverages IDT's 50 years of expertise in pharmaceutical projects and contract manufacturing, including high containment and high potency manufacture of Active Pharmaceutical Ingredients (API) [2][3]. - IDT's capabilities include FDA and TGA approved laboratory testing and clinical packaging, as well as advanced therapies like mRNA and Antibody Drug Conjugates (ADCs) [2]. Strategic Benefits - The collaboration is expected to accelerate the development and scaling of Gelteq's products, enhancing their delivery systems for wellness and therapeutic applications [3]. - Gelteq's proprietary gel technologies are designed to address challenges associated with traditional drug delivery methods, such as difficulty swallowing and dosage control [6]. Manufacturing Requirements - The agreement outlines the need for facilities and equipment tailored for Gelteq products, including compliance with regulatory requirements from APVMA, FDA, and TGA [7]. - The facility will have rapid scale-up capabilities to accommodate growth and integrate additional manufacturing space and equipment as needed [7].

Core Insights - net2phone's AI Agent has been awarded the 2025 AI Agent Product of the Year by TMCnet for its innovative use of artificial intelligence in automating business tasks and enhancing performance across various functions [1][3] Company Overview - net2phone is a solutions provider specializing in AI-powered communications-as-a-service, focusing on automating routine operations in sales, support, and administrative functions [2][5] - The company is a subsidiary of IDT Corporation, recognized for its commitment to delivering reliable and high-quality communications services [5] Product Features - The AI Agent utilizes conversational AI and machine learning to automate tasks such as scheduling appointments and processing orders, thereby optimizing workflows and improving productivity [2][4] - It supports multiple languages and dialects, providing exceptional user experiences across voice and text channels [4] - The AI Agent can handle both routine inquiries and more complex tasks, including managing appointments and processing product returns [4] Business Impact - According to the CEO, the AI Agent enables businesses to reduce operating costs significantly while increasing productivity, allowing employees to focus on higher-value challenges [3]

Core Insights - NRSInsights reported a 3.5% year-over-year increase in same-store sales for June 2025, following a 4.9% increase in May 2025 [5][11] - The NRS retail network includes approximately 36,600 active terminals across 31,700 independent retailers, primarily serving urban consumers [2][15] - The three-month rolling average of same-store sales increased by 4.6% compared to the same period last year, marking the highest growth in the past 12 months [11] Sales Performance - Same-store sales remained unchanged from May 2025, which had a 3.8% increase compared to April 2025 [6] - Units sold increased by 3.0% year-over-year, with a 0.7% increase compared to May 2025 [6] - Average prices for the top 500 items purchased rose by 2.7% year-over-year, a slight decrease from the 2.9% increase in May 2025 [6] Transaction Data - The number of baskets (transactions) per store was unchanged year-over-year, but increased by 0.6% compared to May 2025 [6] - NRS processed $2.1 billion in sales during June 2025, representing a 15% year-over-year increase across 140 million transactions [15] Market Trends - Categories such as modern oral nicotine, energy drinks, prepared cocktails, and chocolate showed significant growth, with chocolate alone increasing by 8% year-over-year [12] - Some traditionally seasonal categories, like sports drinks and frozen novelties, experienced growth compared to the previous month but declined compared to June 2024 [12] Comparative Analysis - Over the past twelve months, the U.S. Commerce Department's Advance Monthly Retail Trade data outpaced NRS's three-month moving average same-store sales by an average of 0.1% [9] - The NRSInsights data is based on approximately 220 million transactions processed through 22,600 stores for June 2025 comparisons [13]