Riskified Reports Strong Third Quarter of 2026 with Accelerating Revenue and Gross Profit Growth

Raises Revenue and Adjusted EBITDA guidanceNEW YORK--(BUSINESS WIRE)--Riskified Ltd. (NYSE: RSKD) (the “Company”, “Riskified”, “we” or “our”), a leader in ecommerce fraud and risk intelligence, today announced financial results for the three and nine months ended September 30, 2026. The Company will host an investor call to discuss these results today at 8:30 a.m. Eastern Time. “We delivered 41% revenue growth and we’re raising our outlook for the third time this year. Merchants facing faster, more sophisticated fraud are turning to our risk intelligence platform and adopting more of our products. As agentic commerce adds new complexity, we believe we’re better positioned than ever to help them grow safely,” said Eido Gal, CEO & Co-Founder of Riskified. Q3 2026 and Recent Business Highlights Strongest Revenue Growth Since IPO: Revenue grew 41% year-over-year to $115.2 million, an acceleration from 22% growth in the second quarter of 2026, driven by continued new merchant and upsell activity. Digital Finance Leads Broad-Based Growth: Billings in our Digital Finance category grew more than 300% year-over-year, driven primarily by the continued ramp of new merchants onboarded in the second quarter, with upsell activity across our existing base contributing as well. In addition, our Electronics, General, and Home verticals collectively grew by 12% year-over-year, supported by new business and upsell activity. Launched Agent Identity Risk Intelligence: We introduced new capabilities designed to identify the AI agent behind an order or customer service request, resolve it to a real consumer identity, and return a risk signal in real time. These capabilities are designed to help merchants address fraud and policy abuse carried out through AI agents as agentic commerce grows. New Partnership with Zendesk: We announced a new partnership with Zendesk, bringing Riskified’s identity intelligence directly into customer service so that both human and AI service agents can assess the customer behind a refund, return or exchange request. The integration is designed so that trusted shoppers get faster resolution, while requests that signal fraud or policy abuse get additional review. Increasingly Global New Business: We added new logos across all four regions, with eight of our top ten new logos headquartered outside the United States, up from five in each of the first two quarters of 2026. Record Free Cash Flow and Capital Flexibility: We generated record free cash flow of $15.2 million and ended the quarter with approximately $235 million in cash, deposits and investments and no debt. This gives us the flexibility to invest in the platform, opportunistically repurchase shares, and evaluate inorganic opportunities. Q3 2026 Financial Summary & Highlights The following table summarizes our consolidated financial results for the three and nine months ended September 30, 2026 and 2025, in thousands except where indicated: Three Months Ended September 30, Nine Months Ended September 30, 2026 2025 2026 2025 (unaudited) (unaudited) Gross merchandise volume ("GMV") in millions(1) $ 44,564 $ 37,805 $ 123,111 $ 108,410 Increase in GMV year over year 18 % 14 % Revenue $ 115,181 $ 81,862 $ 302,140 $ 245,309 Increase in revenue year over year 41 % 23 % GAAP gross profit $ 49,277 $ 41,063 $ 140,132 $ 121,267 Increase in GAAP gross profit year over year 20 % 16 % GAAP gross profit margin 43 % 50 % 46 % 49 % Net profit (loss) $ (1,313 ) $ (7,806 ) $ (14,845 ) $ (33,325 ) Net profit (loss) margin (1 )% (10 )% (5 )% (14 )% Adjusted EBITDA(1) $ 8,143 $ 5,553 $ 18,249 $ 9,006 Adjusted EBITDA margin(1) 7 % 7 % 6 % 4 % Additional Financial Highlights GAAP gross profit margin of 43% for the three months ended September 30, 2026 compared to 50% in the prior year. Non-GAAP gross profit margin(1) of 43% for the three months ended September 30, 2026 compared to 51% in the prior year. GAAP gross profit margin of 46% for the nine months ended September 30, 2026 compared to 49% in the prior year. Non-GAAP gross profit margin(1) of 47% for the nine months ended September 30, 2026 compared to 50% in the prior year. GAAP net loss per share of $(0.01) for the three months ended September 30, 2026 compared to net loss per share of $(0.05) in the prior year. Non-GAAP diluted net profit per share(1) of $0.07 for the three months ended September 30, 2026 compared to $0.04 in the prior year. GAAP net loss per share of $(0.11) for the nine months ended September 30, 2026 compared to net loss per share of $(0.21) in the prior year. Non-GAAP diluted net profit per share(1) of $0.13 for the nine months ended September 30, 2026 compared to $0.09 in the prior year. Operating cash flow of $15.8 million for the three months ended September 30, 2026 compared to $13.5 million in the prior year. Free cash flow(1) of $15.2 million for the three months ended September 30, 2026 compared to $13.4 million in the prior year. Operating cash flow of $38.7 million for the nine months ended September 30, 2026 compared to $22.9 million in the prior year. Free cash flow(1) of $37.1 million for the nine months ended September 30, 2026 compared to $22.4 million in the prior year. Ended September 30, 2026 with approximately $234.9 million of cash, deposits, and investments on the balance sheet and zero debt. “We delivered record revenue in the third quarter while continuing to drive operating leverage,” said Aglika Dotcheva, Chief Financial Officer of Riskified. “Revenue grew 41% year-over-year to $115.2 million, accelerating from 22% growth in the second quarter, and Adjusted EBITDA increased 47% to $8.1 million. We also generated record free cash flow of $15.2 million, and with $235 million in cash, deposits, and investments, and no debt, we have the flexibility to invest in growth and deploy capital opportunistically to create long-term shareholder value.” Financial OutlookRead the full story here

Riskified Reports Strong Third Quarter of 2026 with Accelerating Revenue and Gross Profit Growth

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