MEDIUMBuilt-inGeographic
Belarus technology and development personnel
“10-K Item 1A: 'We have a significant number of T&D personnel in Belarus.'”
IDT · Concentration risk · 10-K extracted
IDT (IDT) concentration risks
Updated
The most significant concentration IDT discloses is Belarus technology and development personnel, classified MEDIUM by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: IDT’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 2 disclosed concentrations
HIGH0
MEDIUM2
LOW0
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inCustomer
immigrant communities
“10-K Item 1A: 'rely in large part on immigrant communities in the United States and elsewhere'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-10-11IDT's two disclosed exposures are both structural and both reflect where it operates and whom it serves. The company has a significant number of technology and development personnel in Belarus, a medium-share exposure. This concentrates a key engineering capability in a single country, so geopolitical events, sanctions or operational disruption there could affect product development and support regardless of demand. The second exposure is on the customer side. IDT relies in large part on immigrant communities in the United States and elsewhere, also a medium-share exposure. That demographic base underpins its international calling and money-transfer offerings, so immigration policy, remittance regulation or shifts in community size and income could move results across the business. Net, these are not counterparty dependencies but features of the business model: one is a people-and-location risk, the other a market-segment risk, and they are unlikely to be triggered by the same event. The claims reviewed give no percentages for either, so neither can be sized beyond its band, though both are disclosed in Item 1A of the 10-K.
For the engine’s reasoning on IDT’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Telecom Services
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| AD | Array Digital Infrastructure, I | 2 | 0 | 0 | 2 |
| ATNI | ATN International, Inc. | 1 | 0 | 0 | 1 |
| IDT● | IDT Corporation | 0 | 2 | 0 | 2 |
| ATEX | Anterix Inc. | 0 | 1 | 0 | 1 |
| CCOI | Cogent Communications Holdings, | 0 | 1 | 0 | 1 |
| CHTR | Charter Communications, Inc. | 0 | 1 | 0 | 1 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.