NRS Retail Network Same-Store Sales Up 5.8% Year-Over-Year
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 10 2026
0mins
Should l Buy IDT?
As of January 31, 2026, the NRS retail network comprised approximately 38,900 active terminals nationwide, scanning purchases at approximately 33,500 independent retailers, including convenience stores, bodegas, liquor stores, grocers, and tobacco and sundries sellers, predominantly serving urban consumers. Same-store sales increased 5.8% year-over-year. In the previous month, same-store sales increased 4.5% year-over-year. Same-store sales decreased 6.6% compared to the previous month. Same-store sales in December 2025 increased 1.2% compared to the previous month. For the three months ended January 31, 2026, same-store sales increased 4.3% compared to the corresponding three months a year ago. Units sold increased 2.9% year-over-year. In the previous month, units sold increased 1.7% year-over-year. Units sold decreased 2.2% compared to the previous month. Units sold in December 2025 decreased 0.4% compared to the previous month.
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Analyst Views on IDT
About IDT
IDT Corporation is a provider of fintech and communications solutions focused on consumer and business-to-business (B2B) markets. Its segments include National Retail Solutions (NRS), Fintech, net2phone, and Traditional Communications. The NRS segment operates a point-of-sale terminal-based platform for independent retailers including convenience stores, bodegas, liquor, small-format grocery, and tobacco stores. The fintech segment provides fintech-based services featuring cross-border money transfers to customers. net2phone provides businesses with artificial intelligence (AI) powered communications solutions that analyze, inform, and manage communications. The Traditional Communications segment provides prepaid digital offerings including mobile airtime top-up, mobile data bundles, digital gift cards, and eSIMs to consumers through BOSS’ retail and digital channels. It also provides international long-distance voice calling for immigrant communities in the United States and Canada.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
IDT Corporation Announces 16.7% Dividend Increase to $0.07 per Share
- Dividend Increase: IDT Corporation has declared a quarterly dividend increase from $0.06 to $0.07 per share, representing a 16.7% rise, which not only reflects the company's enhanced profitability but may also attract more investor interest, boosting market confidence.
- Yield Metrics: The forward yield of this dividend stands at 0.54%, providing shareholders with a stable cash return, thereby enhancing the company's appeal in the capital markets, especially in the current economic climate.
- Shareholder Benefits: The dividend will be payable on March 31, with a record date of March 19 and an ex-dividend date also on March 19, ensuring shareholders receive timely returns, which strengthens their trust and support for the company.
- EBITDA Guidance Upgrade: IDT has raised its 2026 adjusted EBITDA guidance to between $147 million and $149 million, indicating accelerated progress in digital and AI initiatives, suggesting further growth potential and profitability improvements for the company in the future.
See More
IDT Corp Raises Adjusted EBITDA Guidance to $149 Million Amid Strong Growth
- Guidance Increase: IDT Corp raised its adjusted EBITDA guidance for fiscal 2026 to $147 million to $149 million, up from $141 million to $145 million, reflecting positive developments across its segments and potentially enhancing overall financial performance.
- Digital Channel Growth: BOSS Money's digital channel transactions increased by 17% year-over-year, benefiting from a shift to higher-margin digital channels, indicating successful digital transformation that may boost market share and customer loyalty.
- Net2phone EBITDA Surge: Net2phone's adjusted EBITDA rose by 37% year-over-year to $3.9 million, aided by favorable foreign exchange rates and disciplined spending, which strengthens the company's position in the competitive communications market.
- Dividend Increase and Buybacks: The company announced a 17% increase in its annual dividend to $0.28 per year while repurchasing $15 million in shares in the first six months of fiscal '26, demonstrating a commitment to shareholder returns and confidence in its financial health.
See More
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- Earnings Growth: IDT Corp reported a second-quarter profit of $20.95 million, translating to $0.84 per share, which is an increase from last year's $20.27 million and $0.80 per share, indicating a steady improvement in the company's profitability.
- Adjusted Earnings: Excluding items, IDT's adjusted earnings reached $25.0 million, or $1.00 per share, highlighting strong performance in core operations and further boosting investor confidence in the company's financial health.
- Revenue Increase: The company's revenue rose by 5.7% to $320.52 million compared to $303.35 million last year, reflecting ongoing market demand improvement and expansion of the company's business operations.
- Market Positioning: The growth in IDT's earnings and revenue not only enhances its competitive position in the market but also lays a solid foundation for future investments and expansion, demonstrating a positive growth trajectory within the industry.
See More
IDT Corporation Q2 2026 Earnings Call Highlights
- Significant Revenue Growth: IDT Corporation achieved record revenue and profit levels in Q2 2026, with notable increases in NRS, BOSS Money, and net2phone, particularly driven by substantial growth in merchant services and SaaS fees, highlighting the company's strong performance in higher-margin segments.
- Digital Channel Migration: The implementation of the new federal remittance tax has accelerated customer migration from lower-margin retail channels to higher-margin digital channels, which is expected to positively impact future quarters, with BOSS Money's digital transactions growing 17% year-over-year, further solidifying its market position.
- Enhanced Shareholder Returns: The company announced a 17% increase in its annual dividend to $0.28 per year and executed $15 million in stock repurchases in the first half of fiscal 2026, demonstrating confidence in future growth and commitment to shareholders.
- Adjusted EBITDA Guidance Raised: CFO Marcelo Fischer raised the adjusted EBITDA guidance for fiscal 2026 to $147 million to $149 million, up from the previous range of $141 million to $145 million, reflecting strong growth momentum in net2phone and BOSS Money, which is expected to further drive the company's profitability.
See More
IDT Corporation Reports Strong Q2 Results with Increased Revenue and Dividends
- Revenue Growth: IDT Corporation reported a 6% year-over-year increase in revenue for Q2, reaching $320.5 million, indicating sustained demand in fintech and communications solutions, which is expected to further enhance market share.
- Margin Improvement: Gross profit rose 8% to $121.3 million, with gross margin increasing to 37.8%, demonstrating significant progress in cost control and operational efficiency, thereby strengthening profitability.
- Increased Shareholder Returns: The Board of Directors raised the annual dividend by 17% to $0.28 per share, reflecting IDT's strong financial performance and confidence in future growth, aimed at attracting more investor interest.
- Adjusted EBITDA Growth: Adjusted EBITDA grew 9% year-over-year to $38 million, showcasing improved profitability across all business segments, particularly driven by significant contributions from NRS and net2phone, signaling sustainable growth potential ahead.
See More
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- Strong Earnings Performance: IDT Corporation reported a Q4 Non-GAAP EPS of $1.00, beating expectations by $0.10, which reflects the company's robust profitability and boosts investor confidence.
- Stable Revenue Growth: The company achieved revenue of $320.52 million in Q4, marking a 1.2% year-over-year increase and exceeding expectations by $18.52 million, indicating IDT's competitive position and stable customer demand in the market.
- Upgraded Financial Outlook: IDT raised its FY 2026 guidance for consolidated Adjusted EBITDA from $141-$145 million to $147-$149 million, suggesting a positive outlook for future performance with an anticipated 12% growth.
- Historical Performance Review: Seeking Alpha's Quant Rating on IDT, along with historical earnings data and dividend scorecard, highlights the company's ongoing improvements in financial management and shareholder returns, further solidifying its market position.
See More
IDT Corporation Announces 16.7% Dividend Increase to $0.07 per Share
- Dividend Increase: IDT Corporation has declared a quarterly dividend increase from $0.06 to $0.07 per share, representing a 16.7% rise, which not only reflects the company's enhanced profitability but may also attract more investor interest, boosting market confidence.
- Yield Metrics: The forward yield of this dividend stands at 0.54%, providing shareholders with a stable cash return, thereby enhancing the company's appeal in the capital markets, especially in the current economic climate.
- Shareholder Benefits: The dividend will be payable on March 31, with a record date of March 19 and an ex-dividend date also on March 19, ensuring shareholders receive timely returns, which strengthens their trust and support for the company.
- EBITDA Guidance Upgrade: IDT has raised its 2026 adjusted EBITDA guidance to between $147 million and $149 million, indicating accelerated progress in digital and AI initiatives, suggesting further growth potential and profitability improvements for the company in the future.
See More
IDT Corp Raises Adjusted EBITDA Guidance to $149 Million Amid Strong Growth
- Guidance Increase: IDT Corp raised its adjusted EBITDA guidance for fiscal 2026 to $147 million to $149 million, up from $141 million to $145 million, reflecting positive developments across its segments and potentially enhancing overall financial performance.
- Digital Channel Growth: BOSS Money's digital channel transactions increased by 17% year-over-year, benefiting from a shift to higher-margin digital channels, indicating successful digital transformation that may boost market share and customer loyalty.
- Net2phone EBITDA Surge: Net2phone's adjusted EBITDA rose by 37% year-over-year to $3.9 million, aided by favorable foreign exchange rates and disciplined spending, which strengthens the company's position in the competitive communications market.
- Dividend Increase and Buybacks: The company announced a 17% increase in its annual dividend to $0.28 per year while repurchasing $15 million in shares in the first six months of fiscal '26, demonstrating a commitment to shareholder returns and confidence in its financial health.
See More
IDT Corp Reports Increased Q2 Earnings
- Earnings Growth: IDT Corp reported a second-quarter profit of $20.95 million, translating to $0.84 per share, which is an increase from last year's $20.27 million and $0.80 per share, indicating a steady improvement in the company's profitability.
- Adjusted Earnings: Excluding items, IDT's adjusted earnings reached $25.0 million, or $1.00 per share, highlighting strong performance in core operations and further boosting investor confidence in the company's financial health.
- Revenue Increase: The company's revenue rose by 5.7% to $320.52 million compared to $303.35 million last year, reflecting ongoing market demand improvement and expansion of the company's business operations.
- Market Positioning: The growth in IDT's earnings and revenue not only enhances its competitive position in the market but also lays a solid foundation for future investments and expansion, demonstrating a positive growth trajectory within the industry.
See More
IDT Corporation Q2 2026 Earnings Call Highlights
- Significant Revenue Growth: IDT Corporation achieved record revenue and profit levels in Q2 2026, with notable increases in NRS, BOSS Money, and net2phone, particularly driven by substantial growth in merchant services and SaaS fees, highlighting the company's strong performance in higher-margin segments.
- Digital Channel Migration: The implementation of the new federal remittance tax has accelerated customer migration from lower-margin retail channels to higher-margin digital channels, which is expected to positively impact future quarters, with BOSS Money's digital transactions growing 17% year-over-year, further solidifying its market position.
- Enhanced Shareholder Returns: The company announced a 17% increase in its annual dividend to $0.28 per year and executed $15 million in stock repurchases in the first half of fiscal 2026, demonstrating confidence in future growth and commitment to shareholders.
- Adjusted EBITDA Guidance Raised: CFO Marcelo Fischer raised the adjusted EBITDA guidance for fiscal 2026 to $147 million to $149 million, up from the previous range of $141 million to $145 million, reflecting strong growth momentum in net2phone and BOSS Money, which is expected to further drive the company's profitability.
See More
IDT Corporation Reports Strong Q2 Results with Increased Revenue and Dividends
- Revenue Growth: IDT Corporation reported a 6% year-over-year increase in revenue for Q2, reaching $320.5 million, indicating sustained demand in fintech and communications solutions, which is expected to further enhance market share.
- Margin Improvement: Gross profit rose 8% to $121.3 million, with gross margin increasing to 37.8%, demonstrating significant progress in cost control and operational efficiency, thereby strengthening profitability.
- Increased Shareholder Returns: The Board of Directors raised the annual dividend by 17% to $0.28 per share, reflecting IDT's strong financial performance and confidence in future growth, aimed at attracting more investor interest.
- Adjusted EBITDA Growth: Adjusted EBITDA grew 9% year-over-year to $38 million, showcasing improved profitability across all business segments, particularly driven by significant contributions from NRS and net2phone, signaling sustainable growth potential ahead.
See More
IDT Corporation Q4 Earnings Exceed Expectations
- Strong Earnings Performance: IDT Corporation reported a Q4 Non-GAAP EPS of $1.00, beating expectations by $0.10, which reflects the company's robust profitability and boosts investor confidence.
- Stable Revenue Growth: The company achieved revenue of $320.52 million in Q4, marking a 1.2% year-over-year increase and exceeding expectations by $18.52 million, indicating IDT's competitive position and stable customer demand in the market.
- Upgraded Financial Outlook: IDT raised its FY 2026 guidance for consolidated Adjusted EBITDA from $141-$145 million to $147-$149 million, suggesting a positive outlook for future performance with an anticipated 12% growth.
- Historical Performance Review: Seeking Alpha's Quant Rating on IDT, along with historical earnings data and dividend scorecard, highlights the company's ongoing improvements in financial management and shareholder returns, further solidifying its market position.
See More
