Riskified Ltd. Earnings Recaps
Q2 2026
Aug 15, 2026
Riskified’s shares surged 22.4% post-earnings, reflecting strong revenue growth and adjusted EBITDA expansion that clearly outpaced cautious market expectations amid a challenging fraud environment.
Key takeaways
- Revenue increased 22% year-over-year to $98.7 million, marking the best growth in over four years.
- Non-GAAP gross profit rose 13% to $45.4 million, showing solid margin progress.
- Adjusted EBITDA jumped 84% to $3.9 million, indicating improved operational leverage.
- Processed ACH transaction volume grew roughly 19x year-over-year, highlighting success in expanding non-card payment coverage.
- Multiproduct merchant base increased approximately 50% year-over-year, supporting the platform’s expanding footprint and upsell potential.
Q3 2025
Nov 12, 2025
Riskified reported a strong turnaround in Q3 2025, achieving 5% growth in non-GAAP gross profit and significant momentum in its money transfer and payments category, setting the stage for a robust finish to the year.
Key takeaways
- Non-GAAP gross profit improved from a 4% decline in H1 to 5% growth in Q3, signaling a successful execution of strategic initiatives.
- The money transfer and payments category experienced remarkable 100% growth, driven by new business entries and upsells.
- Adjusted EBITDA margin expanded approximately 560 basis points year-over-year, with expectations for a further step up to around 15% in Q4.
- 70% of models have transitioned to autonomous training, enhancing efficiency and scalability while improving performance metrics.
- Consumer spending remains resilient, contributing to a positive outlook for the upcoming holiday season.
Q2 2025
Aug 18, 2025
Riskified reported a solid second quarter for 2025, driven by sustained revenue growth, new business wins, and positive adjusted EBITDA for the seventh consecutive quarter.
Key takeaways
- Q2 revenue growth fueled by successful new client acquisitions and upsell initiatives.
- Positive adjusted EBITDA achieved for the seventh straight quarter, indicating strong operational discipline.
- Strategic focus on expanding AI capabilities and enhancing Agentic Commerce solutions, including a partnership with HUMAN Security.
- Continued strong international growth with 70% of new logos from outside the U.S. across diverse categories.
- Launch of a new refund abuse model expected to improve technical performance by at least 15%, enhancing merchant satisfaction and retention.