Core Insights - IDT Corporation reported strong financial results for the third quarter of fiscal year 2025, with significant year-over-year increases in gross profit, income from operations, and earnings per share [1][4][30]. Financial Performance - Gross profit increased by 15% year-over-year to $112 million, achieving a record gross profit margin of 37.1% [1][3]. - Income from operations rose by 133% to $27 million, while adjusted EBITDA increased by 57% to $32 million [1][3]. - GAAP EPS increased to $0.86 from $0.22, and non-GAAP EPS rose to $0.90 from $0.38 [1][3]. Segment Performance National Retail Solutions (NRS) - Recurring revenue grew by 23% to $29.4 million, driven by a 37% increase in Merchant Services revenue and a 33% rise in SaaS fees [2][5]. - Income from operations and adjusted EBITDA both increased by 29% year-over-year [2][5]. BOSS Money / Fintech Segment - BOSS Money transactions increased by 27% to 6 million, with revenue rising by 25% to $34.4 million [2][7]. - The fintech segment's gross profit grew by 31% to $22.6 million, and income from operations reached $4.3 million [2][7]. net2phone - Subscription revenue increased by 7% to $21.5 million, with income from operations surging by 188% to $1.4 million [3][26]. - Adjusted EBITDA for net2phone rose by 50% to $3.2 million [3][26]. Traditional Communications - Gross profit increased by 5% to $43.4 million, with income from operations rising by 39% to $17.3 million [3][9]. - Adjusted EBITDA for this segment grew by 30% to $19.3 million [3][9]. Cash Flow and Capital Expenditures - Net cash provided by operating activities was $75.7 million in 3Q25, compared to $9.5 million in 3Q24 [30]. - Capital expenditures increased by 14% to $5.4 million [3][31]. Future Outlook - The company is focusing on developing new offerings to enhance the competitiveness of independent retailers against larger chains [6]. - BOSS Money is working on initiatives to drive long-term growth and reduce cross-border transaction friction [7].

Financial Results Announcement - IDT Corporation has scheduled its financial and operational results report for the third quarter of fiscal year 2025, covering the period ended April 30, 2025, on June 5, 2025 [1] - The earnings release will be available on the IDT investor relations website at approximately 4:15 PM Eastern [1] Earnings Conference Call - An earnings conference call will take place at 5:00 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: 491722 [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 June 19, 2025 [3] - The replay can be accessed by dialing 1-877-481-4010 (toll-free from the US) or 1-919-882-2331 (international) with the replay passcode: 52353, 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]