报告期内，国内传统通信行业正经历阶段性调整，整体增速有所放缓，公司通信国内业务收入及毛利随 之出现下滑。为主动适应市场变化，公司正持续优化业务结构，逐步缩减部分较低毛利的服务项目，这 一调整过程也对当期收入规模产生了阶段性影响。同时，公司外销业务主要以美元结算，受国际外汇市 场波动影响，美元兑人民币汇率贬值，对公司汇兑损益产生一定负面影响。公司将持续关注市场动态， 积极推动业务优化与升级，以夯实经营基础，提升长期发展质量。 三维通信（002115）(002115.SZ)发布2025年度业绩预告，预计全年实现归属于上市公司股东净亏损 1000万元至1500万元。 ...

智通财经APP讯，三维通信(002115.SZ)发布2025年度业绩预告，预计全年实现归属于上市公司股东净亏 损1000万元至1500万元。 报告期内，国内传统通信行业正经历阶段性调整，整体增速有所放缓，公司通信国内业务收入及毛利随 之出现下滑。为主动适应市场变化，公司正持续优化业务结构，逐步缩减部分较低毛利的服务项目，这 一调整过程也对当期收入规模产生了阶段性影响。同时，公司外销业务主要以美元结算，受国际外汇市 场波动影响，美元兑人民币汇率贬值，对公司汇兑损益产生一定负面影响。公司将持续关注市场动态， 积极推动业务优化与升级，以夯实经营基础，提升长期发展质量。 ...

格隆汇1月16日丨三维通信(002115.SZ)公布，预计2025年净亏损1,500万元～1,000万元，扣非净亏损 3,450万元～2,300万元，营业收入1,000,000万元～1,500,000万元。本报告期内，国内传统通信行业正经 历阶段性调整，整体增速有所放缓，公司通信国内业务收入及毛利随之出现下滑。为主动适应市场变 化，公司正持续优化业务结构，逐步缩减部分较低毛利的服务项目，这一调整过程也对当期收入规模产 生了阶段性影响。同时，公司外销业务主要以美元结算，受国际外汇市场波动影响，美元兑人民币汇率 贬值，对公司汇兑损益产生一定负面影响。公司将持续关注市场动态，积极推动业务优化与升级，以夯 实经营基础，提升长期发展质量。 ...

三维通信(002115.SZ)发布2025年度业绩预告，预计归属于上市公司股东的净利润为-1000万元至-1500万 元，上年同期为亏损27142.19万元。扣除非经常性损益后的净利润为-3450万元至-2300万元。本报告期 内，国内传统通信行业正经历阶段性调整，整体增速有所放缓，公司通信国内业务收入及毛利随之出现 下滑。为主动适应市场变化，公司正持续优化业务结构，逐步缩减部分较低毛利的服务项目，这一调整 过程也对当期收入规模产生了阶段性影响。同时，公司外销业务主要以美元结算，受国际外汇市场波动 影响，美元兑人民币汇率贬值，对公司汇兑损益产生一定负面影响。公司本期应收账款管理效果良好， 回款情况显著改善，收回较多账龄较长或预期风险较高的应收账款。因此，本期计提的信用减值损失较 上年度相应减少。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

(本文来自第一财经) 三维通信发布2025年度业绩预告，预计归属于上市公司股东的净利润为-1000万元至-1500万元，上年同 期为亏损27142.19万元。扣除非经常性损益后的净利润为-3450万元至-2300万元。本报告期内，国内传 统通信行业正经历阶段性调整，整体增速有所放缓，公司通信国内业务收入及毛利随之出现下滑。为主 动适应市场变化，公司正持续优化业务结构，逐步缩减部分较低毛利的服务项目，这一调整过程也对当 期收入规模产生了阶段性影响。同时，公司外销业务主要以美元结算，受国际外汇市场波动影响，美元 兑人民币汇率贬值，对公司汇兑损益产生一定负面影响。公司本期应收账款管理效果良好，回款情况显 著改善，收回较多账龄较长或预期风险较高的应收账款。因此，本期计提的信用减值损失较上年度相应 减少。 ...

IDT Corporation FY Conference Summary Company Overview - IDT Corporation is a global provider of fintech, cloud communications, and traditional communication solutions with a market cap of $1.5 billion, recently increased to approximately $1.6 billion, reflecting an 80% growth over the past year [1][4] - The company operates under four segments: national retail, BOSS money, net to phone, and traditional communications [1] Financial Performance - IDT is profitable with a solid balance sheet, holding $224 million in cash and no debt, allowing for strategic flexibility [2][5] - The company increased its dividend payout by 20% and repurchased $16 million worth of shares over the last twelve months [2] - For the third quarter of fiscal year 2025, IDT generated $120.4 million in adjusted EBITDA, with expectations to reach at least $126 million for the full fiscal year [30][31] Key Business Segments National Retail Solutions (NRS) - NRS operates the largest point of sale (POS) platform for independent retailers in the U.S., with 35,600 active terminals across approximately 31,000 stores [7][8] - The addressable market for NRS is estimated at 200,000 independent stores, indicating an 82% market opportunity remaining [9] - Recurring revenue for NRS increased 23% year-over-year to $29.4 million, with a 70% compound annual growth rate (CAGR) [11] - NRS's adjusted EBITDA for Q3 was $7.2 million, with an EBITDA margin of 23% [17] BOSS Money - BOSS Money is IDT's international money remittance business, generating over 90% of the fintech segment's revenue [18] - Digital transaction volume increased by 32% in Q3, while send volume rose by 40% [21] - Digital revenue for BOSS Money grew 31% to $24.5 million in Q3, with an annualized growth rate of 27% [21] - The fintech segment turned adjusted EBITDA positive last year, generating over $5 million in Q3 with a 13% margin [23] Net2Phone - Net2Phone provides cloud-based communication services, serving 415,000 seats across North and South America [25] - Subscription revenue increased by 7%, with adjusted EBITDA jumping 50% year-over-year to $3.2 million [26] - The company is focusing on migrating customers to premium plans and AI-powered features to drive growth [26] Traditional Communications Segment - This segment generated $867 million in revenue over the trailing twelve months, accounting for 71% of IDT's consolidated revenue [28] - Despite a revenue decrease of 5%, adjusted EBITDA increased by 30% to $19.3 million due to cost reductions and pricing execution [29] Strategic Initiatives and Future Outlook - IDT is exploring acquisition opportunities primarily in high-growth segments like NRS and BOSS Money, aiming to enhance scale and operational efficiencies [35][38] - The company is leveraging AI technology to improve customer service and operational efficiency across its segments [41][42] - Management is cautious about regulatory changes and cybersecurity risks, which could impact business operations [47] Conclusion - IDT Corporation is positioned for continued growth with a strong balance sheet, a diversified portfolio of high-margin businesses, and a strategic focus on leveraging technology and acquisitions to enhance its market position [31][35]