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IDT Corporation

IDT

Communication Services · 80.00 +0.0% today

Partial group confirmationMarket checked 1 Oct, 15:55 GMT-4

Market read

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

IDT accounts for 1.2% of the group's measured movement across 2.0 effective names. raw member direction is mixed; 2 of 3 session-normalized paths align to the upside. Capital-flow agreement is 49%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

Session-normalized 5m paths
Role in the moveFlat / inactive path#3 of 3 by movement share
Group movement share1.2%Absolute path energy—not portfolio weight
Relative path+0.04%flat
Effective breadth2.0 / 3concentrated
Relative alignment2/3upside path · 0 counter-moving
Capital-flow agreement49%not yet clean
SEQUENCE READ

PRVA, MMI moved materially before IDT. IDT crossed its material path threshold at 15:35 ET, 240 minutes after the first measured mover.

EVIDENCE COVERAGE

4 of 4 members in Real Estate Services are active. 0 of 8 disclosed connections are confirming.

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

IDT accounts for 1.2% of the group's measured movement across 2.0 effective names. raw member direction is mixed; 2 of 3 session-normalized paths align to the upside. Capital-flow agreement is 49%, so confirmation is not yet clean. No verified headline preceded the measured group move.

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 Oct 2, 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 observations334
Usable filing statements154
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 Oct 1, 2026

80.00
6m+68.2%12m+17.8%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 exposuremixed · 3 filings
“Settlement of Litigation In fiscal 2026, the Company recorded an aggregate expense of $ 0.1 million related to the settlement of litigation, of which $ 0.2 million was included in Corporate, partially offset by less than $ 0.1 million recorded within the NRS…”
10-K · Sep 29, 2026 ↗
Demand and volumenegative · 2 filings
“Advertising and data revenue declined in fiscal 2026 compared with fiscal 2025, reflecting an industry-wide decline in CPMs driven in part by the substantial expansion of digital advertising inventory as leading streaming services launched ad-supported tiers,…”
10-K · Sep 29, 2026 ↗
Foreign exchangepositive · 2 filings
“Revenues increased in fiscal 2026 compared to fiscal 2025 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 an…”
10-K · Sep 29, 2026 ↗
Restructuring and cost reductionsnegative · 1 filings
“F- 42 Table of Contents The change in the valuation allowance is as follows: ​ Additions ​ ​ (in thousands) Balance at Charged to Costs ​ Balance at Year ended July 31, Beginning of Year and Expenses Deductions End of Year 2026 ​ ​ ​ ​ Reserves deducted from…”
10-K · Sep 29, 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

80.00+0.0% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 1 Oct, 15:55 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.