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Dec 31, 2025
Riskified Q4 2025 Earnings Report
Riskified Q4 2025 Earnings Report: The company achieved its first quarter of GAAP profitability and record quarterly gross profit.
Key Takeaways
Riskified delivered a strong fourth quarter, achieving GAAP profitability for the first time with a net profit of $5.8 million. Revenue reached a record $99.3 million, up 6% year-over-year, while Adjusted EBITDA grew significantly to $17.7 million. The company also reported its highest quarterly new business total in several years and continued its aggressive share repurchase program.
Achieved first-ever quarter of GAAP profitability with $5.8 million in net income.
Recorded highest quarterly gross profit in company history at $56.8 million (57% margin).
Secured highest quarterly new business total in several years, representing 55% of full-year new business.
Repurchased 22 million shares in 2025 for $105.9 million, with an additional $75 million authorization announced.
Revenue by Geographic Location
Forward Guidance
For the full year 2026, Riskified expects continued revenue growth and stable Adjusted EBITDA margins despite significant foreign exchange headwinds.
Positive Outlook
- Expected revenue between $372 million and $384 million.
- Anticipated acceleration in year-over-year gross profit growth.
- Expected Adjusted EBITDA between $26 million and $34 million.
- Ongoing technical model performance improvements.
- Momentum from record new business wins in Q4 2025.
Challenges Ahead
- Significant FX headwind of approximately 400 basis points at the midpoint.
- Macroeconomic and geopolitical conditions impacting merchant performance.
- Potential pricing pressure and churn in a competitive market.
- Exposure to fluctuations in the Israeli shekel against the US dollar.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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