Riskified Ltd
NYSE:RSKD
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Riskified Ltd
NYSE:RSKD
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Basic Net SpA
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Nanya Technology Corp
TWSE:2408
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Hercules Site Services PLC
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Riskified Ltd
Riskified Ltd. engages in fraud prevention solutions. The firm provides eCommerce risk management platform Riskfield which offers to it's customer security solutions. The Platform uses machine learning, which generates savings while ensuring transaction security. By identifying the individuals behind online interactions, its technology enables merchants to provide frictionless customer experiences, no matter how quickly business is growing.
Riskified Ltd. engages in fraud prevention solutions. The firm provides eCommerce risk management platform Riskfield which offers to it's customer security solutions. The Platform uses machine learning, which generates savings while ensuring transaction security. By identifying the individuals behind online interactions, its technology enables merchants to provide frictionless customer experiences, no matter how quickly business is growing.
Profitability: Riskified delivered its first ever quarter of GAAP profitability with Q4 net profit of $5.8 million and record quarterly revenue of $99.3 million.
Strong Q4 performance: Q4 non‑GAAP gross profit was $57.3 million (up 16% YoY) and adjusted EBITDA was $17.7 million (18% margin), exceeding full‑year 2024 adjusted EBITDA in one quarter.
Topline & guidance: Full‑year 2025 revenue was $344.6 million (up 5% YoY). 2026 guidance calls for $372 million to $384 million of revenue (midpoint $378 million, ~10% growth) and adjusted EBITDA $26 million to $34 million (midpoint $30 million, ~8% margin).
AI / agentic commerce focus: Management emphasized two agentic flows (merchant‑native agents and general‑purpose LLMs), early signs of higher risk in general‑purpose LLM referrals, and new product features to detect and control agentic fraud.
Product diversification: Non‑chargeback products (Policy Protect, Account Secure, Dispute Resolve) generated nearly $10 million in 2025 and management expects $15 million to $20 million in 2026.
Geographic mix & verticals: Non‑U.S. revenue was 46% of total in 2025 (up from 39%); APAC grew ~53% YoY and money‑transfer/payments grew 75% YoY in 2025.
Capital allocation: Board authorized an additional $75 million buyback; company repurchased ~22 million shares for $105.9 million in 2025 and ~52 million shares for $259.5 million since program inception.
Cash & FCF outlook: Year‑end liquidity of ~$298 million (cash, deposits, investments). FCF was $33.1 million for 2025 and management expects ~ $40 million in 2026 (≥20% increase).
