Riskified (RSKD) Q2 2026 Earnings Call: Revenue Up 22%, Guidance Raised
Source Tradingkey
Key Takeaways
- Riskified reported Q2 2026 revenue of $98.7 million, up 22% year over year and its strongest revenue growth in more than four years.
- Non-GAAP gross profit increased 13% to $45.4 million, while adjusted EBITDA rose 84% to $3.9 million. Gross margin was 46%, reflecting a higher mix of new merchants and ticketing activity.
- Digital finance revenue grew approximately 180% year over year, driven by new merchants in event contracts and gaming. Tickets and travel grew approximately 23%.
- The multiproduct merchant base expanded approximately 50% year over year, while competitive win rates remained above 75%. The value of ACH transactions processed was approximately 19 times the prior-year level.
- Management raised full-year revenue guidance to $400 million–$410 million and adjusted EBITDA guidance to $33 million–$39 million.
- Riskified ended the quarter with $223.6 million in cash, deposits and investments, no debt, and generated $12.9 million of free cash flow.
Key Financial Data
| Metric | Q2 2026 | Year-over-year change / context |
|---|---|---|
| GMV | $41.3 million | Up 13% |
| Revenue | $98.7 million | Up 22% |
| Non-GAAP gross profit | $45.4 million | Up 13% |
| Gross margin | 46% | Affected by new merchant ramps and business mix |
| Non-GAAP operating expenses | $41.5 million | 42% of revenue versus 47% in Q2 2025 |
| Adjusted EBITDA | $3.9 million | Up 84% from $2.1 million |
| GAAP net loss | $9.1 million | Improved 22% from a $11.6 million loss |
| Free cash flow | $12.9 million | Positive during the quarter |
| Cash, deposits and investments | $223.6 million | Zero debt |
Disclaimer: For information purposes only. Past performance is not indicative of future results.
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