Feed / IDT

IDT Corporation

IDT

Communication Services · 70.11 +3.1% today

Participation confirmed · construction unavailableMarket checked 11 Sept, 10:25 GMT-4

Market read

IDT Corporation's move is being confirmed by its market group.

No new filing conclusion is available. 4 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 19 directly disclosed connections are confirming.

Company+3.1% todayVolume comparison unavailable
Market group4 of 4 activeReal Estate Services · inactive
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • At least 3 of 4 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as PIII begins moving with the group.

Invalidation: The live read weakens if participation falls to 1 of 4 members or fewer.

Watch this read

Research brief

The story so far

Communication Services · Telecom Services

No new filing conclusion is available. 4 of 4 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 19 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • At least 3 of 4 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • A filing-linked outsider such as PIII begins moving with the group.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements115
Verified relationships12
Evidence supporting the case
  • Operating margin changed +2.8 percentage points in the latest annual period.
  • Operating cash flow covered net income at 1.67x in the latest annual period.
Evidence challenging the case

No qualifying adverse evidence was identified; that is not proof there is no downside.

Questions before a position

No credible peer-relative valuation comparison is available yet.

Longer-term price context

Price as of Sep 10, 2026

69.47
6m+36.3%12m+9.5%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-07-31$1.4B+7.5%$3.70-1.5%
2022-07-31$1.4B-5.7%$1.03+1.2%
2023-07-31$1.2B-9.2%$1.58-3.0%
2024-07-31$1.2B-2.7%$2.54-0.7%
2025-07-31$1.2B+2.1%$3.01-0.4%

What management says matters

Persistent and emerging business drivers

Legal and regulatory exposurenegative · 2 filings
Note 16 — Accumulated Other Comprehensive Loss The accumulated balances for each classification of other comprehensive loss were as follows: (in thousands) Unrealized Loss on AFS Securities Foreign Currency Translation Accumulated Other Comprehensive Loss Bal…
10-Q · Jun 9, 2026
Demand and volumenegative · 1 filings
These increases were partially offset by a decline in BOSS Revolution revenues, reflecting industry-wide trends, including the proliferation of unlimited calling plans and free over-the-top voice and messaging services, which have reduced demand for prepaid i…
10-Q · Mar 12, 2026
Foreign exchangepositive · 1 filings
These increases were driven by higher digital transaction volumes initiated on the BOSS Money and BOSS Revolution Calling apps in addition to higher foreign currency exchange revenues to select regions, mainly Guatemala and Mexico.
10-Q · Jun 9, 2026

Valuation discipline

Peer-relative valuation withheld

Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

70.11+3.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 10:25 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for IDT. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for IDT. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind IDT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

TAT&T Inc.customerSep 29, 2025

2000 – We complete the sale of a stake in our net2phone subsidiary, a pioneer in the development and commercialization of Voice over Internet Protocol, or VoIP, technologies and services, to AT&T for approximately $1.1 billion in cash.

MSFTMicrosoft CorporationpartnerSep 29, 2025

The seamlessly integrated solutions on net2phone’s platform are delivered and centrally managed through an intuitive, ‘single pane of glass’ master portal that allows channel partners and customers to easily monitor and manage the product offering.

VZVerizon Communications Inc.customerSep 29, 2025

The Plaintiffs sought, among other things, (i) a declaration that the action may be maintained as a class action or in the alternative, that demand on the Straight Path Board is excused; (ii) that the term sheet is invalid; (iii) awarding damages for the unfa…

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 16 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

IDT is currently a Early Follower in the organic co-movement group Real Estate Services. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.