IDT Corporation reported fiscal 2026 fourth-quarter revenue up 7% to $339.0 million, with gross margin widening 360 basis points to 39.8%, as three growth segments now generate 53% of consolidated adjusted EBITDA before corporate overhead while contributing just a third of revenue. National Retail Solutions, the company's point-of-sale business for independent retailers, saw revenue jump 31% to $45.0 million and adjusted EBITDA climb 47%, lifting its Rule of 40 score to 60 from 49 a year earlier. At BOSS Money, 88% of transactions now originate in IDT's own apps, helping lift the Fintech segment's gross margin by 650 basis points to 65.6%, while net2phone ended the year with 447,000 seats, up 6%, and adjusted EBITDA there rose 26% to $4.4 million. The legacy Traditional Communications segment still brought in $222.0 million of fourth-quarter revenue, up 2%, but BOSS Revolution calling revenue fell 10% and retail money-transfer revenue from the retailer agent channel dropped 17% after a new federal tax on cash-originated remittances. Management is guiding to $176 million to $180 million of adjusted EBITDA for fiscal 2027, and IDT holds $271.9 million in cash and liquid investments with no debt.
IDT CorporationIDT reported Q4 revenue up 7% to $339.0M with gross margin widening 360bp to 39.8% and guided FY2027 adjusted EBITDA of $176-180M.
IDT International Ltd
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