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Earnings Call Summary | IDT Corp(IDT.US) Q1 2025 Earnings Conference

Earnings Call Summary | IDT Corp(IDT.US) Q1 2025 Earnings Conference

業績會總結 | 萬威(IDt.US) 2025年第一季度業績會
富途資訊 ·  2024/12/04 18:23  · 電話會議

The following is a summary of the IDT Corporation (IDT) Q1 2025 Earnings Call Transcript:

以下是萬威公司(IDT)2025年第一季度業績會的摘要:

Financial Performance:

財務表現:

  • IDT Corporation reported sequential revenue growth for the third consecutive quarter.

  • They achieved record levels of gross profit, gross profit margin, and adjusted EBITDA in the first quarter of fiscal year 2025.

  • BOSS Money's transaction growth slowed, yet gross margins significantly expanded enhancing Fintech's Q1 income from operations by $4.6 million year-over-year.

  • Net2phone witnessed a 13% increase in subscription revenue despite negative FX impact. Its financial discipline also led to increases in income from operations and adjusted EBITDA.

  • Traditional communication segment saw a 4% revenue decrease but a 2% increase in income from operations.

  • 萬威公司連續第三個季度實現了環比營業收入增長。

  • 他們在2025財年第一季度創下了毛利潤、毛利率以及調整後EBITDA的記錄水平。

  • 儘管BOSS Money的交易增長放緩,但毛利率顯著擴大,使金融科技的第一季度運營收入同比增加了460萬。

  • Net2phone儘管受到負外匯期貨影響,訂閱營業收入仍增長了13%。其財務紀律也帶來了運營收入和調整後EBITDA的增加。

  • 傳統通信部門的營業收入下降了4%,但運營收入卻增長了2%。

Business Progress:

業務進展:

  • IDT continues to focus on expanding offerings and adoption for payment processing and SaaS in their NRS segment.

  • Significant capital is being invested to develop innovative products and services to widen addressable markets in the Fintech and communication sectors.

  • The transformation in these segments is designed to sustain strong financial performance and competitive edge.

  • 萬威持續專注於擴大其NRS領域的支付處理和saas-雲計算的產品和採用。

  • 大量資本正在投資於開發創新產品和服務,以擴大金融科技和通信領域的可服務市場。

  • 這些領域的轉型旨在維持強勁的財務表現和競爭優勢。

Opportunities:

機會:

  • IDT has achieved robust revenue growth driven by diverse sectors—NRS, Fintech (BOSS Money), and net2phone—contributing to a varied and resilient revenue base.

  • 萬威實現了穩健的營業收入增長,主要得益於來自NRS、金融科技(BOSS Money)和net2phone等多個領域的貢獻,形成了多元化和韌性的收入基礎。

Risks:

風險:

  • Despite growth, BOSS Money witnessed a slowdown in transaction growth due to strategic focus on enhancing margins which could affect short-term revenue influx.

  • Foreign exchange risks impact net2phone's earnings, particularly from Latin American markets due to strong USD.

  • 儘管增長,BOSS Money由於戰略聚焦於提升毛利潤而目睹交易增長放緩,這可能會影響短期營業收入流入。

  • 外匯風險影響net2phone的收益,特別是來自拉丁美洲市場,由於美元指數強勁。

More details: IDT Corp IR

更多細節:萬威投資者關係

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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