Riskified Ltd. reported its fourth‑quarter and full‑year 2025 results on March 4 2026, delivering a first GAAP profit and record revenue. Q4 revenue rose 6% to $99.3 million, up from $93.5 million in Q3 2025, and full‑year revenue reached $344.6 million, a 5% increase from $327.8 million a year earlier. The company posted a GAAP net profit of $5.8 million in Q4, its first profitable quarter, while the full‑year net loss narrowed to $27.6 million from $34.9 million in 2024.
Adjusted EBITDA for the quarter climbed to $17.7 million, an 18% margin, the highest in company history, and full‑year adjusted EBITDA reached $26.7 million. The margin expansion was driven by a higher mix of high‑margin AI‑powered fraud‑prevention contracts and disciplined cost management, allowing the company to convert revenue growth into profitability.
Gross merchandise volume processed through Riskified’s platform grew to $46.7 billion, an 18% year‑over‑year increase from $39.5 billion in Q4 2024. Revenue beat analyst expectations by $2.24 million, or 2.3%, as demand for the platform’s AI solutions accelerated in new verticals such as travel and financial services, offsetting modest headwinds in legacy e‑commerce segments.
Earnings per share of $0.12 surpassed the consensus estimate of $0.10 by $0.02, a 20% beat, reflecting the company’s ability to maintain margins while scaling. Investors reacted cautiously, citing the 2026 revenue guidance of $372 million to $384 million—below the consensus of $382.2 million—and a projected adjusted EBITDA margin of roughly 8% that includes a 400‑basis‑point foreign‑exchange headwind from the Israeli shekel’s appreciation.
On March 2 2026, Riskified’s board authorized an additional $75 million share‑repurchase program, supplementing the existing $300 million authorization. The buyback underscores management’s confidence in the company’s cash‑generating capacity and its commitment to returning value to shareholders.
CEO Eido Gal said, “We ended the year with a strong quarter of performance, and we are starting 2026 with momentum. As fraud increases in complexity, the role that Riskified plays in the global e‑commerce ecosystem becomes even more essential. I am confident in our artificial intelligence platform, and our ability to deliver value for our shareholders.” CFO Aglika Dotcheva added, “Our fourth‑quarter revenues of nearly $100 million were a record since inception and contributed to our first ever quarter of GAAP profitability,” and noted, “The FX headwind is approximately 400 basis points to our annual adjusted EBITDA margin.”
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