IDT Corporation concluded a robust fiscal year 2025, reporting record consolidated adjusted EBITDA driven by significant expansion across its high-margin growth segments. The company is strategically advancing its digital offerings and aggressively deploying AI agent solutions to fuel future profitability.
- Net2phone's Aggressive AI Agent Deployment: Net2phone is rapidly advancing its AI agentic offerings, with approximately 1 in 10 sales conversations already incorporating an AI agent and hundreds successfully launched. The company expects a significant shift to a usage-based revenue model for these solutions, projecting that 30% or more of its sales will include AI Agent and Coach products by the end of fiscal 2026.
- Digital Channel Dominance and Ecosystem Expansion: BOSS Money's digital channel now accounts for over 80% of its remittance volume, with further growth anticipated from upcoming integrations with WhatsApp and the deployment of a cross-border digital wallet. Simultaneously, NRS is expanding its merchant services ecosystem through new integrations with DoorDash and a major national coupon provider, aiming to boost revenue per terminal.
- Record Financial Performance and Disciplined M&A Strategy: IDT achieved a record consolidated adjusted EBITDA of $128.7 million, marking a 43% increase year-over-year, largely due to operational leverage in its high-margin segments. The company also disclosed its active pursuit of a sizable, highly accretive M&A opportunity in the past quarter, underscoring a strategic intent for inorganic growth while maintaining a prudent approach to valuation.